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
101
$1.81M 0.22%
5,163
-4,657
102
$1.8M 0.22%
3,727
-2,176
103
$1.8M 0.22%
12,427
-2,680
104
$1.79M 0.22%
11,470
-1,417
105
$1.76M 0.22%
39,773
-3,161
106
$1.75M 0.21%
6,162
-1,125
107
$1.74M 0.21%
24,105
-644
108
$1.72M 0.21%
82,980
+72,383
109
$1.71M 0.21%
55,203
-6,684
110
$1.71M 0.21%
47,983
-7,398
111
$1.68M 0.21%
35,653
-1,922
112
$1.67M 0.2%
7,038
-960
113
$1.66M 0.2%
11,147
-6,843
114
$1.66M 0.2%
20,080
-625
115
$1.65M 0.2%
4,282
+1,387
116
$1.63M 0.2%
24,771
+9,127
117
$1.61M 0.2%
3,166
+341
118
$1.6M 0.2%
+48,230
119
$1.56M 0.19%
104,108
+6,139
120
$1.51M 0.19%
11,650
+391
121
$1.51M 0.18%
4,052
-801
122
$1.51M 0.18%
35,923
-708
123
$1.5M 0.18%
45,108
-3,265
124
$1.47M 0.18%
13,335
-3,218
125
$1.47M 0.18%
21,240
-1,557
3 4
5
6 7