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
251
$443K 0.07%
3,702
+99
252
$443K 0.07%
15,449
-1,894
253
$438K 0.07%
36,950
-9,950
254
$438K 0.07%
14,159
-5,565
255
$438K 0.07%
7,713
+1,376
256
$435K 0.07%
3,403
+287
257
$430K 0.07%
11,243
+465
258
$429K 0.07%
6,811
-910
259
$429K 0.07%
17,440
+1,291
260
$427K 0.07%
17,263
+4,880
261
$425K 0.07%
3,375
+120
262
$422K 0.07%
3,563
+100
263
$418K 0.07%
10,636
-444
264
$416K 0.07%
33,056
+4,554
265
$401K 0.07%
12,244
+3,147
266
$393K 0.07%
16,824
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267
$391K 0.07%
3,612
+1,601
268
$389K 0.07%
9,016
+574
269
$389K 0.07%
3,729
+114
270
$388K 0.07%
6,241
+2,436
271
$387K 0.07%
9,956
+209
272
$386K 0.06%
3,262
-171
273
$385K 0.06%
17,953
+1,065
274
$384K 0.06%
15,424
-59,311
275
$384K 0.06%
35,763
+995
9 10
11
12 13