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
$595M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$82.2M
2
+$18.4M
3
+$10.7M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$6.55M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$5.85M

Top Sells

1
+$66.4M
2
+$24M
3
+$5.18M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$4.14M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.48M

Sector Composition

1 Technology 4.2%
2 Industrials 3.41%
3 Financials 3.14%
4 Energy 3.03%
5 Healthcare 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$498K 0.08%
9,038
-136
227
$496K 0.08%
22,161
+2,106
228
$495K 0.08%
22,605
+2,142
229
$491K 0.08%
23,257
+2,195
230
$490K 0.08%
18,846
+1,736
231
$487K 0.08%
10,132
+284
232
$485K 0.08%
8,076
+737
233
$484K 0.08%
+19,358
234
$484K 0.08%
16,375
+408
235
$483K 0.08%
37,055
-127
236
$483K 0.08%
5,402
+217
237
$479K 0.08%
20,812
-3,636
238
$477K 0.08%
10,815
-98
239
$476K 0.08%
9,027
+267
240
$476K 0.08%
9,066
+120
241
$471K 0.08%
4,968
+322
242
$468K 0.08%
30,298
+985
243
$462K 0.08%
+36,797
244
$460K 0.08%
4,237
-479
245
$456K 0.08%
+9,608
246
$452K 0.08%
9,976
-1,072
247
$452K 0.08%
14,139
+4,876
248
$451K 0.08%
17,616
+1,760
249
$445K 0.07%
28,623
+1,256
250
$444K 0.07%
28,303
+1,756
8 9
10
11 12