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FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
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
+$29.2M
2
+$1.69M
3
+$1.67M
4
OTEX icon
Open Text
OTEX
+$1.59M
5
EWA icon
iShares MSCI Australia ETF
EWA
+$1.42M

Top Sells

1
+$40.2M
2
+$8.69M
3
+$7.5M
4
GNR icon
State Street 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
901
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-5,976
902
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903
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-32,168
904
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-5,322
905
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-19,634
906
– –
-12,230
907
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-32,084
908
– –
-9,349
909
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-13,666
910
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-2,600
911
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-1,425
912
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-20,020
913
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914
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-149,729
915
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916
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-11,526
917
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918
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919
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920
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-34,094
921
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-119,572
922
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923
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924
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925
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-38,108
35 36
37
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