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
526
$283K 0.03%
+5,897
527
$281K 0.03%
2,016
-1,203
528
$280K 0.03%
+501
529
$280K 0.03%
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530
$280K 0.03%
2,051
+491
531
$279K 0.03%
700
+6
532
$279K 0.03%
14,182
-1,323
533
$279K 0.03%
4,605
534
$278K 0.03%
4,285
-8,032
535
$278K 0.03%
1,417
+4
536
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5,485
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537
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538
$272K 0.03%
7,419
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539
$272K 0.03%
+6,854
540
$270K 0.03%
853
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541
$269K 0.03%
9,440
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542
$269K 0.03%
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543
$267K 0.03%
14,266
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545
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3,171
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$265K 0.03%
8,717
-1,446
547
$265K 0.03%
2,404
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548
$264K 0.03%
5,596
-15,633
549
$263K 0.03%
3,473
-182
550
$261K 0.03%
12,292
-1,199
20 21
22
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