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
76
$2.11M 0.15%
89,448
-8,096
77
$2.06M 0.15%
44,793
-5,785
78
$2.05M 0.15%
65,659
+7,637
79
$2.02M 0.15%
19,495
+757
80
$2M 0.15%
+38,036
81
$2M 0.14%
112,363
-5,529
82
$1.99M 0.14%
20,252
-561
83
$1.99M 0.14%
27,417
-5,422
84
$1.98M 0.14%
17,972
-307
85
$1.95M 0.14%
23,669
-544
86
$1.92M 0.14%
52,750
-8,890
87
$1.92M 0.14%
24,581
+14,723
88
$1.91M 0.14%
64,561
+6,357
89
$1.9M 0.14%
20,053
+1,083
90
$1.89M 0.14%
34,372
-15,842
91
$1.8M 0.13%
39,386
+4,187
92
$1.79M 0.13%
21,781
-1,230
93
$1.79M 0.13%
17,573
-682
94
$1.77M 0.13%
30,662
+3,695
95
$1.77M 0.13%
33,112
+90
96
$1.77M 0.13%
46,300
+4,140
97
$1.75M 0.13%
28,544
+4,017
98
$1.75M 0.13%
42,689
+677
99
$1.74M 0.13%
14,645
-930
100
$1.71M 0.12%
9,348
+443
2 3
4
5 6