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
351
$560K 0.04%
28,549
-6,569
352
$560K 0.04%
9,119
-245
353
$560K 0.04%
26,763
-3,454
354
$558K 0.04%
37,431
+6,256
355
$556K 0.04%
30,162
-42,588
356
$556K 0.04%
4,132
+1,909
357
$554K 0.04%
18,842
+2,946
358
$551K 0.04%
5,011
-7,169
359
$550K 0.04%
13,716
+2,465
360
$549K 0.04%
4,665
+451
361
$546K 0.04%
13,076
-425
362
$541K 0.04%
25,937
+1,915
363
$540K 0.04%
7,704
+1,461
364
$539K 0.04%
4,148
-33
365
$538K 0.04%
18,744
-240
366
$537K 0.04%
18,098
-2,023
367
$537K 0.04%
6,656
+1,824
368
$537K 0.04%
7,379
+2,773
369
$537K 0.04%
+14,960
370
$532K 0.04%
19,616
-436
371
$527K 0.04%
7,918
-1,230
372
$525K 0.04%
11,904
+5
373
$522K 0.04%
6,488
+1,182
374
$521K 0.04%
12,371
-1,505
375
$520K 0.04%
7,935
-1,531
13 14
15
16 17