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
676
$220K 0.02%
+2,617
677
$220K 0.02%
+8,922
678
$220K 0.02%
+12,155
679
$219K 0.02%
+3,888
680
$219K 0.02%
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681
$219K 0.02%
8,433
-2,359
682
$218K 0.02%
15,448
-10,720
683
$217K 0.02%
+3,298
684
$216K 0.02%
+3,675
685
$216K 0.02%
+5,881
686
$215K 0.02%
10,782
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687
$214K 0.02%
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688
$214K 0.02%
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689
$213K 0.02%
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690
$213K 0.02%
+16,219
691
$211K 0.02%
+4,088
692
$211K 0.02%
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693
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694
$211K 0.02%
2,603
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$211K 0.02%
954
-40
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$210K 0.02%
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697
$210K 0.02%
+9,781
698
$210K 0.02%
+2,342
699
$208K 0.02%
+10,300
700
$208K 0.02%
+9,801
26 27
28
29 30