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
701
$300K 0.02%
31,310
+7,107
702
$300K 0.02%
8,414
-3,638
703
$299K 0.02%
5,370
+536
704
$296K 0.02%
1,506
+1
705
$296K 0.02%
4,514
+186
706
$296K 0.02%
26,307
-1,828
707
$296K 0.02%
6,087
-66
708
$295K 0.02%
10,703
+980
709
$295K 0.02%
1,479
-254
710
$295K 0.02%
3,360
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711
$295K 0.02%
9,045
-48
712
$295K 0.02%
4,944
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713
$294K 0.02%
3,879
+24
714
$294K 0.02%
50,401
+882
715
$293K 0.02%
7,288
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716
$293K 0.02%
16,145
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717
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5,037
-1,083
718
$291K 0.02%
4,604
-12
719
$290K 0.02%
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720
$289K 0.02%
7,315
-195
721
$289K 0.02%
+2,115
722
$288K 0.02%
6,723
-37
723
$287K 0.02%
4,140
+467
724
$286K 0.02%
6,823
-120
725
$285K 0.02%
3,693
-153
27 28
29
30 31