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
51
$3.08M 0.38%
7,767
-6,722
52
$3.07M 0.38%
21,038
-7,510
53
$3.06M 0.37%
138,211
-3,803
54
$2.99M 0.37%
68,210
+9,357
55
$2.98M 0.37%
124,466
-9,852
56
$2.94M 0.36%
18,850
-10,018
57
$2.91M 0.36%
64,075
-12,274
58
$2.87M 0.35%
18,192
-21,564
59
$2.8M 0.34%
47,700
+24,626
60
$2.8M 0.34%
17,586
+1,696
61
$2.78M 0.34%
111,671
+93,678
62
$2.78M 0.34%
4,719
-887
63
$2.78M 0.34%
29,446
+1,993
64
$2.74M 0.34%
21,615
+11,084
65
$2.57M 0.31%
5,081
-2,361
66
$2.5M 0.31%
95,807
+83,429
67
$2.47M 0.3%
26,721
-491
68
$2.45M 0.3%
25,264
+1,428
69
$2.36M 0.29%
40,731
-14,537
70
$2.36M 0.29%
67,170
-9,175
71
$2.35M 0.29%
34,382
-36,504
72
$2.35M 0.29%
7,815
+2,594
73
$2.33M 0.28%
22,323
-1,772
74
$2.32M 0.28%
4,610
+486
75
$2.3M 0.28%
5,010
-120
1 2
3
4 5