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
276
$372K 0.06%
10,002
-1,350
277
$371K 0.06%
13,644
+753
278
$367K 0.06%
5,457
-1,647
279
$365K 0.06%
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280
$363K 0.06%
3,975
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281
$361K 0.06%
8,549
-64
282
$360K 0.06%
4,271
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283
$358K 0.06%
11,448
+131
284
$356K 0.06%
6,545
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285
$356K 0.06%
9,695
+158
286
$354K 0.06%
+13,200
287
$352K 0.06%
+53,885
288
$349K 0.06%
6,678
-19
289
$348K 0.06%
7,342
-831
290
$347K 0.06%
3,339
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291
$346K 0.06%
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293
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6,538
-8,063
294
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+2,448
295
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20,980
-13,220
296
$337K 0.06%
16,000
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297
$337K 0.06%
+6,506
298
$337K 0.06%
3,362
+772
299
$336K 0.06%
7,036
-44
300
$335K 0.06%
7,678
+304
10 11
12
13 14