FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
1-Year Return
17.79%
This Quarter Return
+4.87%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$351M
AUM Growth
+$56.6M
(+19%)
Cap. Flow
+$47.4M
Cap. Flow
% of AUM
13.52%
Top 10 Holdings %
Top 10 Hldgs %
42.3%
Holding
421
New
88
Increased
160
Reduced
127
Closed
45
Top Buys
Top Sells
| 1 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$15.5M |
| 2 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$9.05M |
| 3 |
ALPS Equal Sector Weight ETF
EQL
|
$6.57M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$2.59M |
| 5 |
iShares MBS ETF
MBB
|
$2.4M |
Sector Composition
| 1 | Technology | 3.67% |
| 2 | Industrials | 2.91% |
| 3 | Healthcare | 2.07% |
| 4 | Energy | 1.83% |
| 5 | Consumer Discretionary | 1.77% |
