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
201
$1.02M 0.07%
83,363
+14,468
202
$1.02M 0.07%
112,680
+89,727
203
$1.01M 0.07%
21,503
-7,663
204
$1.01M 0.07%
+18,619
205
$1.01M 0.07%
3,366
+304
206
$1.01M 0.07%
+40,056
207
$1M 0.07%
44,391
-23,300
208
$990K 0.07%
61,518
-21,443
209
$989K 0.07%
8,800
+988
210
$987K 0.07%
17,101
-469
211
$986K 0.07%
95,654
+71,334
212
$984K 0.07%
+10,587
213
$978K 0.07%
9,850
-378
214
$973K 0.07%
9,109
-445
215
$973K 0.07%
+41,992
216
$968K 0.07%
751
+148
217
$966K 0.07%
71,415
-23,167
218
$961K 0.07%
12,020
+493
219
$958K 0.07%
32,006
-1,149
220
$958K 0.07%
17,339
-1,319
221
$956K 0.07%
13,375
+4,389
222
$955K 0.07%
4,312
-83
223
$954K 0.07%
9,650
-7,404
224
$946K 0.07%
10,200
+1,160
225
$945K 0.07%
13,381
+1,276
7 8
9
10 11