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
751
$115K 0.01%
11,096
-410
752
$109K 0.01%
6,526
+2,751
753
$109K 0.01%
19,449
-908
754
$107K 0.01%
+12,756
755
$106K 0.01%
16,749
-1,323
756
$101K 0.01%
15,498
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757
$97K 0.01%
11,923
+1,381
758
$96K 0.01%
11,969
-173
759
$84K 0.01%
18,291
+3,702
760
$81K 0.01%
13,805
-625
761
$80K 0.01%
+13,304
762
$80K 0.01%
16,439
-843
763
$76K 0.01%
+12,944
764
$70K 0.01%
+23,643
765
$67K ﹤0.01%
4,452
-80
766
$64K ﹤0.01%
30,636
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767
$62K ﹤0.01%
3,310
-161
768
$57K ﹤0.01%
+1,625
769
$54K ﹤0.01%
37,557
-8,345
770
$46K ﹤0.01%
31,206
+11,944
771
$45K ﹤0.01%
11,368
-733
772
$41K ﹤0.01%
+47
773
$34K ﹤0.01%
863
-12
774
$33K ﹤0.01%
+16,939
775
$31K ﹤0.01%
+1,673
29 30
31
32 33