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
451
$349K 0.04%
11,993
-48
452
$346K 0.04%
5,068
+314
453
$345K 0.04%
2,031
-369
454
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455
$345K 0.04%
16,668
-359
456
$343K 0.04%
2,852
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457
$342K 0.04%
+7,753
458
$341K 0.04%
1,254
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459
$341K 0.04%
2,636
-1,035
460
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6,981
-1,337
461
$338K 0.04%
6,297
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462
$336K 0.04%
8,344
-2,291
463
$336K 0.04%
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464
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4,727
+1,638
465
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2,913
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466
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468
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5,772
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21,039
-1,828
470
$326K 0.04%
3,633
-1,316
471
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3,409
+171
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$326K 0.04%
877
+28
473
$326K 0.04%
6,623
-1,216
474
$325K 0.04%
1,646
+419
475
$323K 0.04%
3,640
-153
17 18
19
20 21