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
776
$241K 0.02%
9,083
-96
777
$240K 0.02%
+5,144
778
$239K 0.02%
8,680
+407
779
$239K 0.02%
37,806
+3,115
780
$237K 0.01%
8,187
+728
781
$237K 0.01%
+2,155
782
$237K 0.01%
6,591
-737
783
$235K 0.01%
5,689
-4,879
784
$234K 0.01%
+1,997
785
$234K 0.01%
+5,294
786
$234K 0.01%
+2,037
787
$234K 0.01%
7,071
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788
$233K 0.01%
+23,441
789
$233K 0.01%
7,567
+293
790
$233K 0.01%
14,920
-1,021
791
$233K 0.01%
16,172
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792
$232K 0.01%
6,378
-16,316
793
$231K 0.01%
+1,404
794
$231K 0.01%
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795
$230K 0.01%
8,102
-4,649
796
$229K 0.01%
4,510
-245
797
$229K 0.01%
20,531
+434
798
$228K 0.01%
351
-33
799
$227K 0.01%
+7,415
800
$226K 0.01%
5,850
-2,057
30 31
32
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