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
151
$1.29M 0.16%
6,875
-1,409
152
$1.28M 0.16%
35,383
-5,886
153
$1.28M 0.16%
14,133
-8,532
154
$1.27M 0.15%
3,904
-2,876
155
$1.26M 0.15%
16,833
-1,929
156
$1.26M 0.15%
18,016
-832
157
$1.26M 0.15%
17,045
-2,735
158
$1.25M 0.15%
11,815
+2,288
159
$1.24M 0.15%
16,590
-3,443
160
$1.23M 0.15%
43,004
-11,420
161
$1.22M 0.15%
14,285
-2,678
162
$1.21M 0.15%
1,476
-139
163
$1.21M 0.15%
10,445
-1,931
164
$1.21M 0.15%
20,644
-3,702
165
$1.2M 0.15%
21,823
-27,773
166
$1.2M 0.15%
14,364
-2,649
167
$1.18M 0.15%
35,160
-9,059
168
$1.18M 0.14%
9,661
-3,324
169
$1.18M 0.14%
19,102
+13,821
170
$1.17M 0.14%
15,257
+3,105
171
$1.17M 0.14%
3,867
+956
172
$1.17M 0.14%
77,804
-28,838
173
$1.17M 0.14%
8,843
+461
174
$1.16M 0.14%
14,768
-1,033
175
$1.16M 0.14%
4,699
-1,798
5 6
7
8 9