FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
1-Year Return
17.79%
This Quarter Return
+2.16%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$1.38B
AUM Growth
+$62.6M
(+4.8%)
Cap. Flow
+$55.2M
Cap. Flow
% of AUM
3.99%
Top 10 Holdings %
Top 10 Hldgs %
46.25%
Holding
938
New
159
Increased
317
Reduced
342
Closed
114
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$43.3M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$36.8M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$7.1M |
| 4 |
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% |
