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
151
$1.33M 0.1%
24,825
+3,033
152
$1.32M 0.1%
+13,122
153
$1.32M 0.1%
11,559
-1,922
154
$1.31M 0.1%
20,852
+1,304
155
$1.3M 0.09%
21,682
+1,031
156
$1.3M 0.09%
9,327
-647
157
$1.28M 0.09%
16,054
-1,704
158
$1.28M 0.09%
36,429
-1,269
159
$1.27M 0.09%
+19,074
160
$1.26M 0.09%
32,505
+10,946
161
$1.25M 0.09%
+58,523
162
$1.25M 0.09%
240,852
+27,502
163
$1.24M 0.09%
45,332
-195
164
$1.23M 0.09%
24,050
+3,644
165
$1.22M 0.09%
37,845
+10,442
166
$1.2M 0.09%
45,735
+769
167
$1.19M 0.09%
16,188
-909
168
$1.18M 0.09%
18,420
+1,705
169
$1.18M 0.09%
12,203
-3,288
170
$1.17M 0.09%
18,024
+4,487
171
$1.17M 0.08%
11,643
+3,720
172
$1.16M 0.08%
10,466
+3,791
173
$1.15M 0.08%
13,864
+441
174
$1.15M 0.08%
24,946
-3,202
175
$1.15M 0.08%
33,906
+4,020
5 6
7
8 9