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
101
$1.71M 0.12%
80,459
+8,735
102
$1.71M 0.12%
15,890
+1,484
103
$1.69M 0.12%
44,249
+7,396
104
$1.67M 0.12%
18,850
-954
105
$1.67M 0.12%
16,663
-1,452
106
$1.66M 0.12%
12,741
+990
107
$1.66M 0.12%
32,210
-392
108
$1.65M 0.12%
698,123
+98,491
109
$1.61M 0.12%
20,213
-2,982
110
$1.6M 0.12%
214,897
+25,671
111
$1.58M 0.11%
62,050
+8,891
112
$1.58M 0.11%
11,147
-68
113
$1.58M 0.11%
61,033
+8,652
114
$1.57M 0.11%
4,358
-674
115
$1.56M 0.11%
9,889
-974
116
$1.55M 0.11%
64,062
+8,548
117
$1.53M 0.11%
48,716
+17,357
118
$1.52M 0.11%
23,590
+162
119
$1.51M 0.11%
51,525
+6,689
120
$1.51M 0.11%
158,542
+1,256
121
$1.51M 0.11%
40,440
+5,280
122
$1.49M 0.11%
5,739
+302
123
$1.48M 0.11%
17,820
-24,305
124
$1.45M 0.11%
44,882
+5,219
125
$1.45M 0.1%
49,191
-3,552
3 4
5
6 7