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
576
$444K 0.03%
5,776
+84
577
$443K 0.03%
8,631
+480
578
$441K 0.03%
12,911
-335
579
$440K 0.03%
15,617
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580
$438K 0.03%
11,818
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581
$436K 0.03%
+11,053
582
$436K 0.03%
26,575
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583
$435K 0.03%
11,668
-395
584
$434K 0.03%
21,522
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585
$434K 0.03%
1,412
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586
$434K 0.03%
3,020
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587
$434K 0.03%
45,643
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588
$433K 0.03%
8,216
-5,932
589
$432K 0.03%
16,569
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590
$430K 0.03%
14,054
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591
$430K 0.03%
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592
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593
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3,814
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594
$426K 0.03%
10,088
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595
$423K 0.03%
3,869
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596
$423K 0.03%
14,600
-8,511
597
$422K 0.03%
11,229
+206
598
$422K 0.03%
48,316
-531
599
$420K 0.03%
6,135
+2,258
600
$420K 0.03%
7,283
-3,523
22 23
24
25 26