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
501
$343K 0.02%
13,951
+3,275
502
$342K 0.02%
7,368
-25,157
503
$339K 0.02%
2,794
-301
504
$339K 0.02%
14,891
+1,893
505
$334K 0.02%
12,696
-879
506
$334K 0.02%
8,499
-41
507
$331K 0.02%
7,306
-48
508
$331K 0.02%
19,695
+3,260
509
$331K 0.02%
60,161
+7,421
510
$328K 0.02%
+13,904
511
$327K 0.02%
8,900
+2,652
512
$327K 0.02%
5,414
+1,700
513
$327K 0.02%
8,146
+103
514
$327K 0.02%
7,005
-741
515
$327K 0.02%
4,502
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516
$324K 0.02%
26,218
-6,636
517
$323K 0.02%
+4,313
518
$322K 0.02%
+6,748
519
$321K 0.02%
3,249
-17
520
$320K 0.02%
4,585
+1,030
521
$317K 0.02%
7,763
-3,153
522
$312K 0.02%
63,036
-13,600
523
$312K 0.02%
84,203
+50,184
524
$311K 0.02%
4,360
+1,035
525
$310K 0.02%
+6,713
19 20
21
22 23