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
726
$166K 0.01%
+22,551
727
$164K 0.01%
10,939
-546
728
$164K 0.01%
1,960
+656
729
$162K 0.01%
21,693
+712
730
$158K 0.01%
+11,335
731
$157K 0.01%
11,134
-2,266
732
$155K 0.01%
25,381
-7,395
733
$153K 0.01%
21,861
-4,334
734
$152K 0.01%
+18,822
735
$152K 0.01%
+11,226
736
$148K 0.01%
+28,644
737
$143K 0.01%
13,561
-1,919
738
$143K 0.01%
+21,854
739
$142K 0.01%
13,006
-890
740
$141K 0.01%
36,180
-7,047
741
$139K 0.01%
6,298
+4,230
742
$137K 0.01%
23,113
-3,228
743
$132K 0.01%
+41,765
744
$130K 0.01%
31,090
+17,742
745
$130K 0.01%
18,596
-4,236
746
$130K 0.01%
+10,750
747
$130K 0.01%
39,805
-8,226
748
$124K 0.01%
+19,336
749
$121K 0.01%
30,695
+19,324
750
$120K 0.01%
+10,061
28 29
30
31 32