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
126
$1.44M 0.1%
30,590
-4,179
127
$1.44M 0.1%
18,390
+6,665
128
$1.43M 0.1%
49,468
-4,052
129
$1.43M 0.1%
13,316
-1,189
130
$1.43M 0.1%
264,806
+30,309
131
$1.43M 0.1%
48,816
-3,297
132
$1.43M 0.1%
+89,174
133
$1.42M 0.1%
92,060
-4,250
134
$1.42M 0.1%
3,321
+543
135
$1.41M 0.1%
20,700
-3,767
136
$1.41M 0.1%
31,368
-1,756
137
$1.4M 0.1%
33,486
+3,988
138
$1.4M 0.1%
58,420
+8,471
139
$1.4M 0.1%
218,556
-22,118
140
$1.39M 0.1%
12,060
-1,047
141
$1.38M 0.1%
56,086
+7,833
142
$1.38M 0.1%
9,881
+159
143
$1.37M 0.1%
54,664
-4,564
144
$1.37M 0.1%
30,843
+3,870
145
$1.35M 0.1%
19,278
+2,294
146
$1.34M 0.1%
190,264
+63,809
147
$1.34M 0.1%
30,199
+8,072
148
$1.34M 0.1%
148,250
+13,470
149
$1.34M 0.1%
12,247
-1,722
150
$1.33M 0.1%
15,397
+153
4 5
6
7 8