FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
1-Year Return
17.79%
This Quarter Return
+3.46%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$595M
AUM Growth
+$127M
(+27%)
Cap. Flow
+$115M
Cap. Flow
% of AUM
19.38%
Top 10 Holdings %
Top 10 Hldgs %
44.22%
Holding
544
New
110
Increased
255
Reduced
136
Closed
42
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$82.2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$18.4M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$10.7M |
| 4 |
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
|
$6.55M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$5.85M |
Top Sells
Sector Composition
| 1 | Technology | 4.2% |
| 2 | Industrials | 3.41% |
| 3 | Financials | 3.14% |
| 4 | Energy | 3.03% |
| 5 | Healthcare | 2.98% |
