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
$1.38B
AUM Growth
+$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$68.5M
2
+$10.9M
3
+$8.23M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$7.87M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.59M

Top Sells

1
+$43.3M
2
+$36.8M
3
+$7.1M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.61M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$4.36M

Sector Composition

1 Healthcare 8.27%
2 Technology 5.04%
3 Industrials 3.49%
4 Consumer Discretionary 2.35%
5 Consumer Staples 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$945K 0.07%
22,663
-8,522
227
$935K 0.07%
18,807
+2,059
228
$931K 0.07%
+4,937
229
$929K 0.07%
33,046
-229
230
$927K 0.07%
11,156
+1,320
231
$922K 0.07%
31,739
+3,897
232
$912K 0.07%
5,984
-1,732
233
$911K 0.07%
6,555
+776
234
$902K 0.07%
12,031
-3,261
235
$895K 0.06%
35,360
+11,906
236
$893K 0.06%
18,337
+5,062
237
$888K 0.06%
57,196
+7,406
238
$885K 0.06%
6,533
-1,459
239
$869K 0.06%
5,533
-49
240
$867K 0.06%
14,022
+8,098
241
$865K 0.06%
14,601
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242
$862K 0.06%
132,363
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243
$848K 0.06%
9,434
-582
244
$844K 0.06%
32,996
+8,265
245
$837K 0.06%
5,112
+485
246
$828K 0.06%
87,950
+14,200
247
$828K 0.06%
+13,966
248
$823K 0.06%
16,301
-1,592
249
$822K 0.06%
68,545
+27,442
250
$813K 0.06%
+13,339
8 9
10
11 12