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
876
$139K 0.01%
+10,332
877
$128K 0.01%
+10,031
878
$123K 0.01%
13,585
-1,018
879
$115K 0.01%
17,234
+1,411
880
$108K 0.01%
25,022
-32,244
881
$107K 0.01%
14,216
+1,081
882
$107K 0.01%
3,241
-384
883
$106K 0.01%
13,062
+559
884
$105K 0.01%
6,381
-31
885
$100K 0.01%
56,588
-1,220
886
$99K 0.01%
20,668
-235
887
$92K 0.01%
33,772
-136
888
$83K 0.01%
17,573
-2,643
889
$83K 0.01%
261
-3
890
$81K 0.01%
15,179
-1,895
891
$78K ﹤0.01%
2,635
-910
892
$76K ﹤0.01%
13,878
-2,338
893
$71K ﹤0.01%
22,093
-277
894
$68K ﹤0.01%
14,055
+1,121
895
$67K ﹤0.01%
10,794
-482
896
$57K ﹤0.01%
67,921
-9,137
897
$49K ﹤0.01%
37,075
-1,854
898
$39K ﹤0.01%
13,287
-2,844
899
$18K ﹤0.01%
687
+38
900
– –
-5,976
34 35
36
37 38