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
176
$1.14M 0.08%
53,309
+6,075
177
$1.13M 0.08%
38,140
-1,540
178
$1.13M 0.08%
17,581
+4,313
179
$1.13M 0.08%
25,127
-3,298
180
$1.12M 0.08%
30,430
+9,628
181
$1.11M 0.08%
16,170
-2,593
182
$1.11M 0.08%
29,971
+4,737
183
$1.1M 0.08%
11,264
+2,662
184
$1.1M 0.08%
11,025
-2,267
185
$1.09M 0.08%
+17,448
186
$1.08M 0.08%
325,792
+46,107
187
$1.08M 0.08%
12,380
-3,197
188
$1.07M 0.08%
11,259
-192
189
$1.07M 0.08%
22,053
-4,427
190
$1.07M 0.08%
10,336
+2,902
191
$1.07M 0.08%
48,495
+20,361
192
$1.07M 0.08%
20,815
+2,500
193
$1.06M 0.08%
14,373
-690
194
$1.06M 0.08%
37,269
+4,602
195
$1.06M 0.08%
12,928
-441
196
$1.05M 0.08%
19,393
+6,593
197
$1.04M 0.08%
8,056
+162
198
$1.04M 0.08%
20,401
-21,762
199
$1.03M 0.07%
6,585
+627
200
$1.03M 0.07%
12,914
-2,749
6 7
8
9 10