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
551
$458K 0.03%
4,956
+530
552
$458K 0.03%
7,971
+197
553
$458K 0.03%
10,671
+386
554
$458K 0.03%
11,151
-13,861
555
$457K 0.03%
3,670
-864
556
$457K 0.03%
23,819
+2,767
557
$456K 0.03%
4,556
-920
558
$455K 0.03%
2,570
-3,459
559
$455K 0.03%
+5,376
560
$454K 0.03%
9,497
-136
561
$454K 0.03%
26,266
-2,572
562
$453K 0.03%
+9,411
563
$453K 0.03%
+31,141
564
$452K 0.03%
6,655
-1,723
565
$452K 0.03%
20,363
+13,825
566
$450K 0.03%
10,166
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567
$449K 0.03%
1,705
-2,439
568
$447K 0.03%
9,626
-1,052
569
$447K 0.03%
25,345
-23,751
570
$447K 0.03%
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571
$446K 0.03%
1,744
+48
572
$446K 0.03%
4,717
-905
573
$445K 0.03%
6,035
-425
574
$444K 0.03%
6,149
+266
575
$444K 0.03%
5,541
+1,366
21 22
23
24 25