— Know what they know.
Not Investment Advice

MBOX

Freedom Day Dividend ETF
1W: +1.9% 1M: +4.6% 3M: +8.9% YTD: +18.3% 1Y: +22.1% 3Y: +64.6% 5Y: +83.4%
$42.05
+0.34 (+0.82%)
 
Weekly Expected Move ±1.1%
$41 $41 $42 $42 $42
ETF AMEX · AUM $143.9M
Key Statistics
AUM$144M
Holdings46
Top 10 Wt25.4%
Volume9,869
Avg Volume4,686
Beta0.73
Portfolio Fundamentals
P/E24.4
P/B4.6
Div Yield2.54%
ROE19.4%
% Profitable92%
Inception2021-05-05
Sector Allocation
Financial Services 24.5%
Technology 16.6%
Industrials 15.1%
Energy 13.7%
Healthcare 11.0%
Real Estate 4.5%
+5 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 JPMORGAN CHASE & CO. JPM 3.07% $4.6M 12,926
2 Morgan Stanley MS 2.79% $4.2M 19,349
3 UnitedHealth Group Inc UNH 2.52% $3.7M 8,886
4 Enterprise Products Partners LP EPD 2.52% $3.8M 96,827
5 Energy Transfer LP ET 2.51% $3.7M 182,987
6 Travelers Cos Inc/The TRV 2.49% $3.7M 9,562
7 Eaton Corp PLC ETN 2.41% $3.6M 8,869
8 Edison International EIX 2.37% $3.5M 44,137
9 Goldman Sachs Group Inc/The GS 2.36% $3.5M 3,304
10 ExxonMobil Holdings Corp XOM 2.35% $3.5M 22,222

Recent Holding Changes

Date Holding Change Details
2026-07-22 GRMN Changed 11720 → 11819
2026-07-22 MLI Changed 43620 → 43989
2026-07-22 CARR Changed 40220 → 40559
2026-07-22 VOYA Changed 32553 → 32826
2026-07-22 AVGO Changed 8241 → 8310

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms