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
726
$285K 0.02%
6,284
+596
727
$283K 0.02%
5,828
+5
728
$283K 0.02%
6,628
+547
729
$281K 0.02%
22,130
-1,956
730
$280K 0.02%
1,932
-2,930
731
$280K 0.02%
7,716
-157
732
$279K 0.02%
+1,596
733
$278K 0.02%
5,118
+10
734
$278K 0.02%
+13,195
735
$277K 0.02%
4,519
+277
736
$277K 0.02%
8,344
-244
737
$275K 0.02%
6,266
-8,597
738
$274K 0.02%
9,517
+781
739
$274K 0.02%
2,229
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740
$274K 0.02%
22,155
-1,811
741
$273K 0.02%
6,263
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742
$273K 0.02%
4,212
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743
$272K 0.02%
11,825
-2,651
744
$271K 0.02%
42,920
+7,852
745
$268K 0.02%
17,233
-561
746
$268K 0.02%
5,522
-10,558
747
$266K 0.02%
21,841
+2,337
748
$266K 0.02%
3,010
-366
749
$264K 0.02%
16,290
-505
750
$264K 0.02%
+5,709
28 29
30
31 32