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
251
$222K 0.08%
+6,432
252
$219K 0.07%
+4,457
253
$219K 0.07%
+1,813
254
$218K 0.07%
+5,657
255
$217K 0.07%
+13,400
256
$216K 0.07%
+1,180
257
$216K 0.07%
+4,199
258
$216K 0.07%
+3,626
259
$216K 0.07%
+172
260
$215K 0.07%
+4,410
261
$214K 0.07%
+3,697
262
$214K 0.07%
+5,721
263
$213K 0.07%
+5,694
264
$212K 0.07%
+6,046
265
$212K 0.07%
+14,002
266
$212K 0.07%
+6,482
267
$212K 0.07%
+9,301
268
$211K 0.07%
+932
269
$211K 0.07%
+8,230
270
$210K 0.07%
+5,872
271
$210K 0.07%
+1,690
272
$210K 0.07%
+3,436
273
$209K 0.07%
+3,188
274
$208K 0.07%
+2,781
275
$206K 0.07%
+2,501
9 10
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