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
826
$212K 0.01%
+2,819
827
$210K 0.01%
2,635
-601
828
$210K 0.01%
11,446
-315
829
$209K 0.01%
34,630
-711
830
$208K 0.01%
11,458
-456
831
$208K 0.01%
8,229
-70
832
$208K 0.01%
3,514
-115
833
$208K 0.01%
4,458
+1,027
834
$207K 0.01%
3,666
-2
835
$206K 0.01%
2,323
-59
836
$206K 0.01%
8,028
-324
837
$206K 0.01%
5,023
-106
838
$206K 0.01%
+1,522
839
$205K 0.01%
+9,272
840
$204K 0.01%
13,812
-8,248
841
$204K 0.01%
9,993
-1,322
842
$204K 0.01%
38,047
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843
$203K 0.01%
1,025
-20
844
$202K 0.01%
2,642
-309
845
$201K 0.01%
+10,855
846
$201K 0.01%
2,840
-34
847
$201K 0.01%
+2,994
848
$201K 0.01%
+1,706
849
$201K 0.01%
2,983
-51
850
$200K 0.01%
6,467
-132
32 33
34
35 36