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
801
$226K 0.01%
+2,668
802
$226K 0.01%
2,567
-385
803
$225K 0.01%
+4,367
804
$225K 0.01%
5,850
-5,318
805
$225K 0.01%
15,260
+2,217
806
$224K 0.01%
12,500
+459
807
$224K 0.01%
7,527
+10
808
$223K 0.01%
6,396
-10,955
809
$223K 0.01%
+1,417
810
$223K 0.01%
5,215
-582
811
$222K 0.01%
70,983
-2,263
812
$221K 0.01%
29,968
-10,493
813
$221K 0.01%
40,326
-50,475
814
$220K 0.01%
6,268
-792
815
$219K 0.01%
31,745
+1,167
816
$217K 0.01%
1,852
-37
817
$216K 0.01%
+1,753
818
$216K 0.01%
+661
819
$215K 0.01%
8,542
+1,293
820
$215K 0.01%
11,157
+1,164
821
$215K 0.01%
3,734
-156
822
$214K 0.01%
12,795
-154
823
$213K 0.01%
9,918
+27
824
$212K 0.01%
18,094
-427
825
$212K 0.01%
29,379
+2,549
31 32
33
34 35