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
401
$434K 0.05%
3,252
+262
402
$434K 0.05%
993
+46
403
$434K 0.05%
9,929
-1,155
404
$433K 0.05%
1,148
-220
405
$428K 0.05%
2,833
-353
406
$426K 0.05%
13,595
-3,079
407
$422K 0.05%
7,936
-267
408
$422K 0.05%
3,390
-169
409
$421K 0.05%
5,296
+860
410
$418K 0.05%
26,011
-1,616
411
$418K 0.05%
1,871
+81
412
$416K 0.05%
2,250
+668
413
$415K 0.05%
5,406
-1,580
414
$413K 0.05%
1,519
-275
415
$412K 0.05%
15,296
-4,283
416
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16,369
+1,511
417
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1,980
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418
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8,904
-1,072
419
$407K 0.05%
5,049
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420
$406K 0.05%
2,487
-587
421
$403K 0.05%
1,035
-53
422
$403K 0.05%
12,747
-1,255
423
$401K 0.05%
52,939
-4,902
424
$401K 0.05%
22,728
+7,593
425
$400K 0.05%
13,071
-423
15 16
17
18 19