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
26
$5.6M 0.41%
381,187
+54,748
27
$5.36M 0.39%
112,380
-25,553
28
$5.32M 0.39%
63,638
+38,464
29
$5.26M 0.38%
105,736
-23,950
30
$5.22M 0.38%
98,434
+60,249
31
$5.09M 0.37%
38,972
+433
32
$4.9M 0.35%
98,740
+92,357
33
$4.82M 0.35%
180,890
-43,170
34
$4.59M 0.33%
103,516
+81,577
35
$4.46M 0.32%
130,185
+110,654
36
$4.22M 0.31%
82,442
-17,266
37
$4.21M 0.3%
18,017
-3,400
38
$4.06M 0.29%
79,623
+11,542
39
$3.12M 0.23%
11,644
+597
40
$3.12M 0.23%
+56,200
41
$3.05M 0.22%
162,229
+17,192
42
$3.04M 0.22%
20,304
-1,048
43
$3.02M 0.22%
30,226
-1,940
44
$2.94M 0.21%
26,635
-1,261
45
$2.91M 0.21%
26,607
+2,788
46
$2.91M 0.21%
29,579
-6,506
47
$2.78M 0.2%
63,186
-12,239
48
$2.74M 0.2%
29,420
+12,481
49
$2.73M 0.2%
1,144
+124
50
$2.71M 0.2%
135,577
+32,745
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