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
376
$831K 0.05%
11,341
+471
377
$831K 0.05%
5,217
-610
378
$825K 0.05%
24,064
+12,212
379
$813K 0.05%
8,120
+186
380
$807K 0.05%
10,239
-251
381
$803K 0.05%
25,322
-1,100
382
$796K 0.05%
99,375
-761
383
$795K 0.05%
44,274
+538
384
$793K 0.05%
+8,817
385
$781K 0.05%
+2,674
386
$771K 0.05%
17,233
+326
387
$769K 0.05%
346,187
+266,135
388
$769K 0.05%
11,484
+6,739
389
$766K 0.05%
18,440
-665
390
$764K 0.05%
19,233
-568
391
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10,121
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392
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14,829
+8,213
393
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8,518
-1,075
394
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11,204
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395
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19,861
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396
$753K 0.05%
32,996
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397
$745K 0.05%
16,236
-160
398
$744K 0.05%
12,590
-111
399
$740K 0.05%
5,954
-176
400
$739K 0.05%
46,119
-61,305
14 15
16
17 18