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
301
$147K 0.05%
+12,889
302
$144K 0.05%
+10,346
303
$142K 0.05%
+11,057
304
$139K 0.05%
+618
305
$137K 0.05%
+35,567
306
$136K 0.05%
+15,086
307
$125K 0.04%
+18,023
308
$124K 0.04%
+13,994
309
$122K 0.04%
+485
310
$117K 0.04%
+26,083
311
$114K 0.04%
+17,271
312
$109K 0.04%
+11,510
313
$108K 0.04%
+18,817
314
$104K 0.04%
+34,808
315
$103K 0.04%
+1,710
316
$103K 0.04%
+10,036
317
$101K 0.03%
+10,108
318
$101K 0.03%
+14,641
319
$100K 0.03%
+1,791
320
$94K 0.03%
+44,400
321
$94K 0.03%
+10,610
322
$93K 0.03%
+3,901
323
$78K 0.03%
+559
324
$74K 0.03%
+12,112
325
$73K 0.02%
+19,023
10 11 12
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