FIM

Freedom Investment Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$1.69M
3
+$1.68M
4
OTEX icon
Open Text
OTEX
+$1.64M
5
CPRI icon
Capri Holdings
CPRI
+$1.44M

Top Sells

1
+$40.4M
2
+$8.71M
3
+$7.5M
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$5.7M
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$4.81M

Sector Composition

1 Healthcare 10.56%
2 Technology 10.08%
3 Industrials 5.99%
4 Financials 5.91%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$905K 0.06%
15,180
-2,882
352
$904K 0.06%
11,309
-143
353
$904K 0.06%
11,260
+229
354
$903K 0.06%
31,800
-5,885
355
$902K 0.06%
7,463
+267
356
$901K 0.06%
12,320
+8,131
357
$897K 0.06%
14,476
-1,703
358
$896K 0.06%
17,734
-92
359
$893K 0.06%
287,942
+25,010
360
$888K 0.06%
23,729
+12,157
361
$887K 0.06%
16,933
-10,903
362
$881K 0.06%
11,497
-87
363
$876K 0.05%
5,138
-149
364
$867K 0.05%
35,035
+3,341
365
$861K 0.05%
13,124
+3,049
366
$859K 0.05%
12,933
-879
367
$852K 0.05%
28,029
+835
368
$852K 0.05%
36,398
+73
369
$850K 0.05%
3,849
-215
370
$844K 0.05%
9,693
-77
371
$843K 0.05%
13,551
-951
372
$841K 0.05%
7,929
-5,467
373
$838K 0.05%
25,017
+514
374
$833K 0.05%
13,871
-48
375
$831K 0.05%
10,630
+437
13 14
15
16 17