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
176
$1.8M 0.11%
35,669
-1,734
177
$1.79M 0.11%
15,556
-805
178
$1.78M 0.11%
13,946
-95
179
$1.78M 0.11%
17,543
+312
180
$1.78M 0.11%
135,213
+1,157
181
$1.77M 0.11%
19,272
+6,279
182
$1.77M 0.11%
43,437
-2,105
183
$1.76M 0.11%
29,029
-764
184
$1.75M 0.11%
31,500
-1,254
185
$1.75M 0.11%
15,725
+2,940
186
$1.72M 0.11%
26,485
-304
187
$1.7M 0.11%
22,959
+274
188
$1.7M 0.11%
101,709
-934
189
$1.7M 0.11%
38,770
+193
190
$1.69M 0.11%
14,056
-1,827
191
$1.69M 0.11%
14,252
-403
192
$1.69M 0.11%
+12,195
193
$1.68M 0.11%
33,402
-528
194
$1.68M 0.11%
44,989
-602
195
$1.66M 0.1%
106,649
-6,522
196
$1.65M 0.1%
10,345
+1,238
197
$1.65M 0.1%
13,956
-809
198
$1.64M 0.1%
16,421
+580
199
$1.64M 0.1%
27,123
-6,718
200
$1.63M 0.1%
95,888
-1,520
6 7
8
9 10