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
251
$811K 0.06%
7,266
+1,104
252
$811K 0.06%
6,309
-625
253
$805K 0.06%
27,216
+6,008
254
$797K 0.06%
15,405
+2,260
255
$791K 0.06%
12,576
+1,809
256
$791K 0.06%
+12,233
257
$786K 0.06%
+30,448
258
$782K 0.06%
9,133
+598
259
$782K 0.06%
+6,701
260
$781K 0.06%
6,199
+797
261
$778K 0.06%
94,150
+27,620
262
$777K 0.06%
6,156
+282
263
$776K 0.06%
8,556
+964
264
$774K 0.06%
9,853
+2,897
265
$774K 0.06%
29,598
+11,357
266
$773K 0.06%
85,568
-2,799
267
$771K 0.06%
546,923
+15,702
268
$770K 0.06%
23,100
-5,148
269
$770K 0.06%
50,528
+12,511
270
$768K 0.06%
156,915
+110,923
271
$765K 0.06%
1,935
-254
272
$761K 0.06%
21,553
+5,927
273
$752K 0.05%
11,580
-2,352
274
$749K 0.05%
56,341
-19,040
275
$748K 0.05%
8,638
+2,678
9 10
11
12 13