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
751
$260K 0.02%
60,009
-307
752
$260K 0.02%
5,199
-1,862
753
$259K 0.02%
4,476
+35
754
$258K 0.02%
3,797
-1,089
755
$254K 0.02%
5,310
-61
756
$253K 0.02%
123,990
+6,996
757
$252K 0.02%
2,416
-286
758
$252K 0.02%
6,652
+517
759
$252K 0.02%
5,597
+616
760
$250K 0.02%
+3,892
761
$249K 0.02%
56,575
+4,894
762
$249K 0.02%
+22,226
763
$249K 0.02%
2,641
-229
764
$248K 0.02%
7,504
-925
765
$248K 0.02%
11,252
+69
766
$248K 0.02%
3,383
+374
767
$247K 0.02%
43,861
-9,325
768
$247K 0.02%
12,148
-1,424
769
$246K 0.02%
4,479
-3
770
$246K 0.02%
+11,681
771
$245K 0.02%
5,649
-36
772
$243K 0.02%
6,025
-700
773
$243K 0.02%
9,420
+258
774
$242K 0.02%
5,937
+11
775
$241K 0.02%
904
-235
29 30
31
32 33