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
276
$206K 0.07%
+3,596
277
$206K 0.07%
+8,195
278
$205K 0.07%
+2,145
279
$204K 0.07%
+8,752
280
$204K 0.07%
+8,232
281
$202K 0.07%
+2,925
282
$202K 0.07%
+2,041
283
$201K 0.07%
+3,222
284
$201K 0.07%
+3,799
285
$196K 0.07%
+562
286
$194K 0.07%
+12,161
287
$190K 0.06%
+16,351
288
$187K 0.06%
+13,162
289
$187K 0.06%
+14,503
290
$186K 0.06%
+1,882
291
$186K 0.06%
+13,817
292
$184K 0.06%
+12,726
293
$173K 0.06%
+15,635
294
$170K 0.06%
+15,365
295
$167K 0.06%
+6,091
296
$167K 0.06%
+26,707
297
$159K 0.05%
+25,596
298
$158K 0.05%
+11,073
299
$154K 0.05%
+14,501
300
$147K 0.05%
+15,099
10 11
12
13 14