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
851
$200K 0.01%
830
-2,292
852
$200K 0.01%
+9,446
853
$197K 0.01%
12,775
+83
854
$194K 0.01%
11,220
-626
855
$190K 0.01%
10,360
-676
856
$186K 0.01%
13,449
-340
857
$181K 0.01%
14,116
-186
858
$180K 0.01%
+10,596
859
$177K 0.01%
13,851
-732
860
$176K 0.01%
11,946
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861
$175K 0.01%
10,170
+114
862
$172K 0.01%
3,257
-405
863
$172K 0.01%
21,905
-4,055
864
$171K 0.01%
+34,538
865
$171K 0.01%
15,857
-1,654
866
$171K 0.01%
19,110
-2,799
867
$170K 0.01%
26,537
-2,946
868
$170K 0.01%
+18,803
869
$169K 0.01%
11,912
-1,058
870
$164K 0.01%
21,556
-16
871
$159K 0.01%
22,931
-33,631
872
$153K 0.01%
10,599
-1,418
873
$150K 0.01%
13,922
-255
874
$147K 0.01%
10,831
-7,860
875
$146K 0.01%
35,373
-1,232
33 34
35
36 37