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
451
$620K 0.04%
17,200
-880
452
$617K 0.04%
8,175
-1,108
453
$614K 0.04%
16,191
+2,445
454
$614K 0.04%
9,260
+203
455
$614K 0.04%
2,017
-566
456
$613K 0.04%
7,097
-405
457
$613K 0.04%
26,256
+1,305
458
$612K 0.04%
+119,251
459
$609K 0.04%
48,534
-650
460
$608K 0.04%
37,491
-2,829
461
$607K 0.04%
5,084
-177
462
$605K 0.04%
4,142
-581
463
$604K 0.04%
26,436
+256
464
$600K 0.04%
4,739
+395
465
$598K 0.04%
5,391
+5
466
$595K 0.04%
16,445
+1,635
467
$594K 0.04%
12,860
-1,363
468
$594K 0.04%
18,357
-759
469
$592K 0.04%
22,312
+689
470
$592K 0.04%
16,370
+1,840
471
$590K 0.04%
26,276
-2,652
472
$585K 0.04%
8,899
+960
473
$584K 0.04%
8,378
-2,423
474
$584K 0.04%
10,785
+222
475
$579K 0.04%
9,460
+5,900
17 18
19
20 21