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
526
$308K 0.02%
4,028
-121
527
$308K 0.02%
+10,010
528
$307K 0.02%
6,158
+233
529
$307K 0.02%
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530
$305K 0.02%
383
531
$305K 0.02%
8,477
+1,883
532
$305K 0.02%
11,559
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533
$303K 0.02%
+5,792
534
$302K 0.02%
2,379
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535
$302K 0.02%
13,973
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536
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+6,059
537
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+16,456
538
$298K 0.02%
10,196
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539
$298K 0.02%
+4,699
540
$295K 0.02%
4,911
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541
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542
$290K 0.02%
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543
$290K 0.02%
27,446
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544
$288K 0.02%
21,832
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545
$288K 0.02%
9,334
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546
$285K 0.02%
7,040
-213
547
$284K 0.02%
+15,876
548
$284K 0.02%
+1,367
549
$283K 0.02%
2,937
-39
550
$283K 0.02%
27,035
+1,061
20 21
22
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