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
626
$384K 0.02%
7,706
-2,432
627
$383K 0.02%
10,205
+553
628
$382K 0.02%
2,662
-29
629
$381K 0.02%
4,912
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630
$381K 0.02%
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631
$380K 0.02%
2,121
632
$379K 0.02%
17,268
-909
633
$378K 0.02%
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634
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635
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636
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637
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3,726
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638
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639
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640
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647
$365K 0.02%
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648
$362K 0.02%
16,814
-1,190
649
$360K 0.02%
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-31
650
$359K 0.02%
3,558
+184
24 25
26
27 28