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
576
$240K 0.03%
3,481
-1,634
577
$240K 0.03%
17,893
-13,408
578
$238K 0.03%
3,043
-87
579
$237K 0.03%
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580
$236K 0.03%
9,911
-1,333
581
$235K 0.03%
9,005
-954
582
$234K 0.03%
1,124
-1,663
583
$233K 0.03%
18,760
-6,526
584
$232K 0.03%
2,616
-10,542
585
$230K 0.03%
7,608
-30,424
586
$226K 0.03%
3,431
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587
$226K 0.03%
4,864
-1,637
588
$225K 0.03%
2,518
-850
589
$224K 0.03%
4,921
+1,134
590
$224K 0.03%
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7,368
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595
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596
$221K 0.03%
11,440
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597
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598
$220K 0.03%
13,096
-2,668
599
$220K 0.03%
3,463
-360
600
$220K 0.03%
+6,497
22 23
24
25 26