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
651
$358K 0.02%
4,355
-41
652
$357K 0.02%
15,603
-107
653
$356K 0.02%
1,681
-133
654
$356K 0.02%
12,327
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655
$355K 0.02%
37,299
+2,166
656
$354K 0.02%
953
-32
657
$354K 0.02%
10,308
-144
658
$353K 0.02%
2,093
-37
659
$352K 0.02%
1,979
-100
660
$351K 0.02%
+1,912
661
$350K 0.02%
7,861
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662
$350K 0.02%
14,350
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663
$348K 0.02%
12,976
-187
664
$347K 0.02%
8,373
-53
665
$347K 0.02%
4,373
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666
$347K 0.02%
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+1,437
667
$344K 0.02%
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668
$343K 0.02%
152,542
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669
$339K 0.02%
9,318
+1,467
670
$338K 0.02%
4,260
-167
671
$338K 0.02%
32,496
+1,487
672
$334K 0.02%
21,620
+1,742
673
$333K 0.02%
6,788
+332
674
$333K 0.02%
4,956
+1
675
$333K 0.02%
12,499
-1,638
25 26
27
28 29