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
401
$732K 0.05%
7,614
-638
402
$731K 0.05%
5,233
+2,077
403
$725K 0.05%
16,635
+343
404
$725K 0.05%
3,854
+23
405
$721K 0.05%
9,744
+6,470
406
$718K 0.05%
12,708
-1,586
407
$716K 0.04%
4,279
-207
408
$715K 0.04%
8,137
+157
409
$713K 0.04%
3,071
+95
410
$713K 0.04%
44,268
+8,584
411
$710K 0.04%
+10,575
412
$706K 0.04%
11,912
+1,499
413
$700K 0.04%
8,054
-13,939
414
$698K 0.04%
4,348
-813
415
$698K 0.04%
32,670
+4,768
416
$696K 0.04%
4,861
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417
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34,572
-33,507
418
$694K 0.04%
90,399
+4,982
419
$692K 0.04%
5,549
+169
420
$691K 0.04%
29,391
+582
421
$686K 0.04%
5,356
+137
422
$677K 0.04%
4,488
+104
423
$677K 0.04%
28,254
+345
424
$667K 0.04%
20,672
-1,165
425
$665K 0.04%
23,738
+5,279
15 16
17
18 19