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
626
$243K 0.02%
+12,593
627
$243K 0.02%
11,518
-1,928
628
$243K 0.02%
12,024
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$242K 0.02%
7,666
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630
$242K 0.02%
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631
$242K 0.02%
+49,132
632
$242K 0.02%
7,866
-362
633
$241K 0.02%
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634
$241K 0.02%
52,475
+12,699
635
$241K 0.02%
3,866
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636
$241K 0.02%
2,299
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637
$240K 0.02%
2,390
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638
$239K 0.02%
23,035
-6,784
639
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640
$237K 0.02%
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644
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645
$236K 0.02%
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646
$236K 0.02%
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647
$235K 0.02%
22,562
-2,489
648
$235K 0.02%
+3,519
649
$234K 0.02%
3,982
-703
650
$233K 0.02%
+6,267
24 25
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