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
526
$484K 0.03%
3,697
+1,098
527
$484K 0.03%
2,798
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528
$482K 0.03%
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529
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530
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13,063
-1,550
531
$479K 0.03%
11,341
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532
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533
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-155
534
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535
$475K 0.03%
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536
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537
$472K 0.03%
10,818
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540
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132,532
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541
$466K 0.03%
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14,305
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545
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-458
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30,701
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547
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5,654
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548
$460K 0.03%
7,858
+2,919
549
$459K 0.03%
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550
$459K 0.03%
+6,504
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