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
651
$88.6K 0.01%
+13,247
652
$87.1K 0.01%
13,218
-104
653
$79.4K 0.01%
12,873
-4,098
654
$78.5K 0.01%
12,095
-367
655
$75.4K 0.01%
10,680
-78
656
$72.9K 0.01%
1,006
+235
657
$66.9K 0.01%
+16,733
658
$54.5K 0.01%
13,138
-166,876
659
$47.6K 0.01%
17,968
-1,478
660
$44.9K 0.01%
15,769
-1,550
661
$41.3K 0.01%
10,987
-1,777
662
$30.4K ﹤0.01%
18,999
-698
663
$24.3K ﹤0.01%
13,128
-1,468
664
$24.2K ﹤0.01%
5,192
+3,105
665
$23.8K ﹤0.01%
+843
666
$21.5K ﹤0.01%
18,551
-345
667
$19.3K ﹤0.01%
+11,409
668
$18.1K ﹤0.01%
985
-703
669
$14K ﹤0.01%
+11,115
670
$11.5K ﹤0.01%
+640
671
$11K ﹤0.01%
+18,167
672
$8.91K ﹤0.01%
20,720
+25
673
$8.55K ﹤0.01%
12,827
+684
674
$5.78K ﹤0.01%
366
-5
675
– –
-11,297
25 26
27
28 29