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
101
$2.71M 0.17%
49,342
-607
102
$2.71M 0.17%
55,644
+1,022
103
$2.7M 0.17%
116,457
-1,284
104
$2.7M 0.17%
45,452
+5,252
105
$2.69M 0.17%
25,140
-6,520
106
$2.69M 0.17%
110,798
-801
107
$2.61M 0.16%
22,077
+2,431
108
$2.6M 0.16%
40,236
+7,033
109
$2.59M 0.16%
27,029
-1,093
110
$2.58M 0.16%
32,461
+766
111
$2.58M 0.16%
19,307
-1,372
112
$2.56M 0.16%
45,102
-1,149
113
$2.56M 0.16%
13,967
-576
114
$2.52M 0.16%
187,226
+8,695
115
$2.51M 0.16%
70,185
-66
116
$2.5M 0.16%
187,817
-4,000
117
$2.49M 0.16%
58,422
+4,776
118
$2.48M 0.16%
14,462
-599
119
$2.48M 0.16%
35,413
+334
120
$2.47M 0.15%
25,258
+2,754
121
$2.44M 0.15%
65,203
+178
122
$2.44M 0.15%
1,269
+164
123
$2.43M 0.15%
35,586
+582
124
$2.43M 0.15%
16,729
-3,956
125
$2.4M 0.15%
14,233
+810
3 4
5
6 7