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
551
$261K 0.03%
+6,274
552
$261K 0.03%
1,023
-220
553
$261K 0.03%
+830
554
$259K 0.03%
121,537
-102,400
555
$258K 0.03%
5,261
-1,286
556
$257K 0.03%
1,663
+269
557
$255K 0.03%
6,207
-3,961
558
$255K 0.03%
18,265
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559
$254K 0.03%
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560
$254K 0.03%
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561
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10,397
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562
$253K 0.03%
3,667
-5,118
563
$252K 0.03%
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564
$252K 0.03%
+4,086
565
$251K 0.03%
5,858
-1,797
566
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568
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569
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-2,304
570
$246K 0.03%
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571
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5,193
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1,151
-103
573
$245K 0.03%
4,937
-19,129
574
$243K 0.03%
683
-186
575
$242K 0.03%
3,073
-48
21 22
23
24 25