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FIM
Freedom Investment Management Portfolio holdings
AUM
$337M
1-Year Est. Return
22.95%
This Fund
S&P 500
This Quarter
Est. Return
-1.42%
1 Year Est. Return
+22.95%
3 Year Est. Return
+58.51%
5 Year Est. Return
+73.6%
10 Year Est. Return
+224.42%
AUM
$294M
AUM Growth
–
Cap. Flow
+$300M
Cap. Flow
% of AUM
102.21%
Top 10 Holdings %
Top 10 Hldgs %
40.3%
Holding
333
New
333
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$51M |
| 2 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$12M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$9.94M |
| 4 |
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
|
+$8.1M |
| 5 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$7.82M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.68% |
| 2 | Industrials | 3.21% |
| 3 | Healthcare | 2.25% |
| 4 | Consumer Discretionary | 1.87% |
| 5 | Energy | 1.83% |
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Freedom Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Freedom Investment Management, which disclosed 333 positions worth $294M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is PIMCO Active Bond Exchange-Traded Fund: 467,459 shares worth $49.3M.
By sector, the portfolio is most concentrated in Technology at 3.7% of assets, followed by Industrials and Healthcare.
- Freedom Investment Management's largest Q2 2013 buy was PIMCO Active Bond Exchange-Traded Fund: 467,459 shares worth $49.3M.
- Freedom Investment Management's ten largest holdings make up 40% of its $294M portfolio in Q2 2013.
- Freedom Investment Management disclosed 333 positions in Q2 2013, its first 13F filing on record.
Based on Freedom Investment Management's 13F filing for Q2 2013, filed 16 Aug 2013.