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
$817M
AUM Growth
-$74.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$8.92M
3
+$7.6M
4
MRSK icon
Toews Agility Shares Managed Risk ETF
MRSK
+$6.71M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$6.64M

Top Sells

1
+$11.9M
2
+$4.98M
3
+$4.29M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.7M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$3.4M

Sector Composition

1 Technology 11.64%
2 Healthcare 6.79%
3 Financials 4.42%
4 Consumer Discretionary 4.26%
5 Industrials 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$527K 0.06%
8,139
+1,969
352
$526K 0.06%
30,769
-1,861
353
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7,817
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354
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355
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4,824
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356
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22,336
-43,251
357
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358
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21,682
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360
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7,060
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361
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362
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38,534
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363
$497K 0.06%
8,634
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364
$495K 0.06%
204,386
+29,950
365
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368
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369
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31,901
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370
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372
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18,796
-3,759
373
$479K 0.06%
2,756
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374
$476K 0.06%
5,217
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375
$475K 0.06%
15,811
-6,716
13 14
15
16 17