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
326
$307K 0.05%
11,980
+830
327
$307K 0.05%
9,300
-556
328
$306K 0.05%
+10,950
329
$305K 0.05%
5,264
-232
330
$305K 0.05%
4,500
+202
331
$304K 0.05%
4,093
+362
332
$302K 0.05%
3,372
-260
333
$302K 0.05%
8,077
-459
334
$296K 0.05%
9,867
+391
335
$292K 0.05%
+1,030
336
$289K 0.05%
4,262
-5,730
337
$288K 0.05%
25,736
-8,537
338
$285K 0.05%
6,002
-98
339
$284K 0.05%
18,495
+3,530
340
$283K 0.05%
+51,443
341
$283K 0.05%
+9,653
342
$283K 0.05%
10,190
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343
$281K 0.05%
6,630
-370
344
$277K 0.05%
+5,247
345
$277K 0.05%
+1,242
346
$276K 0.05%
2,333
+92
347
$276K 0.05%
2,592
+79
348
$276K 0.05%
6,177
-137
349
$275K 0.05%
1,587
-149
350
$273K 0.05%
8,156
+124
12 13
14
15 16