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
201
$1.59M 0.1%
62,342
+30
202
$1.58M 0.1%
116,569
-2,807
203
$1.58M 0.1%
14,570
-454
204
$1.58M 0.1%
44,255
+4,726
205
$1.57M 0.1%
47,961
+4,208
206
$1.55M 0.1%
25,557
+4,142
207
$1.53M 0.1%
76,218
+7,288
208
$1.51M 0.09%
80,103
-20
209
$1.5M 0.09%
29,295
+2,093
210
$1.49M 0.09%
28,615
+623
211
$1.49M 0.09%
7,783
+725
212
$1.48M 0.09%
17,012
+43
213
$1.48M 0.09%
12,405
-3,711
214
$1.48M 0.09%
126,144
-293
215
$1.47M 0.09%
79,287
+113
216
$1.47M 0.09%
20,040
+582
217
$1.46M 0.09%
743,755
-21,064
218
$1.46M 0.09%
39,843
+3,101
219
$1.45M 0.09%
49,126
-6,102
220
$1.45M 0.09%
5,474
-646
221
$1.44M 0.09%
+20,034
222
$1.43M 0.09%
32,667
-5,891
223
$1.43M 0.09%
13,885
-6,047
224
$1.42M 0.09%
100,886
+678
225
$1.42M 0.09%
7,373
+317
7 8
9
10 11