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
476
$578K 0.04%
144,521
-541
477
$577K 0.04%
25,983
-758
478
$576K 0.04%
13,552
-112
479
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10,855
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480
$568K 0.04%
13,186
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481
$564K 0.04%
27,851
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482
$563K 0.04%
5,978
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483
$563K 0.04%
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-323
484
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9,497
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485
$558K 0.04%
9,484
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486
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+5,105
487
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7,129
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488
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489
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9,006
+2,501
490
$551K 0.03%
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491
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35,312
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5,963
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494
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19,309
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495
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13,372
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496
$530K 0.03%
28,763
+1,028
497
$529K 0.03%
12,050
+186
498
$528K 0.03%
4,439
-28
499
$526K 0.03%
50,988
-1,472
500
$525K 0.03%
36,924
+161
18 19
20
21 22