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
126
$1.47M 0.18%
48,633
-5,104
127
$1.46M 0.18%
21,539
+11,205
128
$1.46M 0.18%
15,657
+670
129
$1.45M 0.18%
19,766
-125
130
$1.45M 0.18%
6,578
+1,904
131
$1.45M 0.18%
4,160
+339
132
$1.45M 0.18%
13,017
-225
133
$1.45M 0.18%
121,678
-14,247
134
$1.44M 0.18%
102,741
-21,351
135
$1.39M 0.17%
39,640
-4,968
136
$1.38M 0.17%
448
-420
137
$1.38M 0.17%
27,318
-5,329
138
$1.37M 0.17%
31,829
+8,985
139
$1.37M 0.17%
28,572
-323
140
$1.35M 0.17%
5,878
+929
141
$1.35M 0.17%
9,068
+148
142
$1.33M 0.16%
31,648
-7,031
143
$1.33M 0.16%
17,795
-2,690
144
$1.32M 0.16%
11,230
+2,694
145
$1.31M 0.16%
51,643
-1,020
146
$1.31M 0.16%
78,231
+1,466
147
$1.3M 0.16%
9,252
-1,025
148
$1.3M 0.16%
6,472
-868
149
$1.29M 0.16%
33,245
+2,858
150
$1.29M 0.16%
5,519
+544
4 5
6
7 8