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
$294M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$11.7M
3
+$9.62M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$8.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.71%
2 Industrials 3.18%
3 Healthcare 2.25%
4 Consumer Discretionary 1.87%
5 Energy 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$248K 0.08%
+3,929
227
$248K 0.08%
+3,735
228
$248K 0.08%
+3,951
229
$247K 0.08%
+4,592
230
$245K 0.08%
+5,801
231
$245K 0.08%
+1,166
232
$244K 0.08%
+3,744
233
$242K 0.08%
+2,874
234
$242K 0.08%
+3,738
235
$242K 0.08%
+13,892
236
$242K 0.08%
+18,953
237
$239K 0.08%
+2,157
238
$237K 0.08%
+5,297
239
$235K 0.08%
+4,879
240
$233K 0.08%
+42,741
241
$233K 0.08%
+2,586
242
$231K 0.08%
+2,191
243
$231K 0.08%
+3,577
244
$229K 0.08%
+3,709
245
$228K 0.08%
+5,824
246
$228K 0.08%
+2,914
247
$225K 0.08%
+4,609
248
$225K 0.08%
+29,725
249
$224K 0.08%
+12,882
250
$223K 0.08%
+2,780
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