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
76
$2.29M 0.28%
38,901
+5,274
77
$2.29M 0.28%
19,494
-7,314
78
$2.28M 0.28%
4,248
+837
79
$2.26M 0.28%
13,385
-2,606
80
$2.24M 0.27%
4,370
-3,551
81
$2.2M 0.27%
28,120
-5,980
82
$2.18M 0.27%
8,109
+619
83
$2.17M 0.27%
63,349
-4,269
84
$2.17M 0.27%
+77,100
85
$2.14M 0.26%
20,796
+8,170
86
$2.13M 0.26%
+23,451
87
$2.13M 0.26%
89,092
+335
88
$2.06M 0.25%
42,151
-3,949
89
$2.05M 0.25%
35,451
+24,146
90
$2.04M 0.25%
41,800
+23
91
$2.03M 0.25%
14,688
+1,398
92
$2.03M 0.25%
75,888
-50,322
93
$2M 0.25%
11,828
-123
94
$2M 0.24%
15,780
-3,148
95
$2M 0.24%
7,312
-3,364
96
$1.99M 0.24%
7,943
+2,754
97
$1.96M 0.24%
7,667
-1,387
98
$1.95M 0.24%
3,454
+66
99
$1.91M 0.23%
21,163
+4,818
100
$1.91M 0.23%
21,952
-1,843
2 3
4
5 6