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
301
$333K 0.06%
13,055
+240
302
$332K 0.06%
5,153
-39
303
$332K 0.06%
38,675
-9,538
304
$331K 0.06%
14,558
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305
$330K 0.06%
5,722
+724
306
$328K 0.06%
+12,503
307
$327K 0.06%
3,368
+148
308
$325K 0.05%
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-590
309
$325K 0.05%
13,160
+3,880
310
$325K 0.05%
4,786
+19
311
$324K 0.05%
+8,940
312
$324K 0.05%
7,608
-108
313
$323K 0.05%
+7,298
314
$322K 0.05%
29,906
+5,811
315
$321K 0.05%
6,330
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316
$320K 0.05%
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317
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319
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3,675
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320
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321
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3,446
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322
$312K 0.05%
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-167
323
$312K 0.05%
9,136
+1,231
324
$312K 0.05%
17,832
+1,375
325
$311K 0.05%
3,837
+897
11 12
13
14 15