FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
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
+$67.7M
2
+$10.8M
3
+$8M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$7.85M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$7.18M

Top Sells

1
+$41.1M
2
+$36.8M
3
+$6.6M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$4.36M
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$4.28M

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
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879
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880
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881
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882
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883
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884
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885
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886
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887
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-12,606
888
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889
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-54,847
890
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-5,138
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