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
51
$2.65M 0.19%
23,075
+8,811
52
$2.64M 0.19%
25,860
+938
53
$2.63M 0.19%
52,332
+27,350
54
$2.61M 0.19%
118,426
-1,221
55
$2.6M 0.19%
1,828,008
+220,477
56
$2.58M 0.19%
108,601
+31,023
57
$2.54M 0.18%
69,594
-4,288
58
$2.5M 0.18%
23,124
-100
59
$2.43M 0.18%
60,269
+4,163
60
$2.43M 0.18%
62,212
+6,613
61
$2.43M 0.18%
139,675
+20,459
62
$2.38M 0.17%
112,555
+13,238
63
$2.37M 0.17%
104,791
+12,319
64
$2.36M 0.17%
16,624
+4,166
65
$2.35M 0.17%
133,316
+30,416
66
$2.35M 0.17%
28,629
+9,637
67
$2.31M 0.17%
+88,009
68
$2.31M 0.17%
21,735
-1,305
69
$2.3M 0.17%
75,544
-24,544
70
$2.26M 0.16%
40,896
+6,831
71
$2.25M 0.16%
97,819
-34,856
72
$2.24M 0.16%
115,934
+13,296
73
$2.23M 0.16%
49,825
-5,910
74
$2.13M 0.15%
24,443
-1,758
75
$2.12M 0.15%
25,752
+439
1 2
3
4 5