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
51
$4.3M 0.27%
38,538
-7,462
52
$4.28M 0.27%
30,740
-158
53
$4.25M 0.27%
40,338
-96
54
$4.24M 0.27%
20,201
-122
55
$4.16M 0.26%
133,517
-3,725
56
$4.13M 0.26%
22,658
-1,782
57
$4.08M 0.26%
58,526
+6,995
58
$4.06M 0.25%
55,494
+5,512
59
$4M 0.25%
56,890
-2,805
60
$3.9M 0.24%
12,109
-487
61
$3.89M 0.24%
13,514
-3,131
62
$3.88M 0.24%
9,425
+1,175
63
$3.75M 0.24%
95,499
-660
64
$3.74M 0.23%
157,504
-1,718
65
$3.72M 0.23%
119,344
+3,574
66
$3.67M 0.23%
124,822
-9,295
67
$3.66M 0.23%
10,555
-4,105
68
$3.65M 0.23%
80,258
+10,828
69
$3.65M 0.23%
59,768
+4,556
70
$3.5M 0.22%
87,700
-2,184
71
$3.48M 0.22%
151,845
-3,481
72
$3.45M 0.22%
43,008
-8,979
73
$3.45M 0.22%
20,144
-1,280
74
$3.44M 0.22%
79,951
+516
75
$3.42M 0.21%
36,130
+562
1 2
3
4 5