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
351
$273K 0.05%
6,691
-1,062
352
$272K 0.05%
37,700
+310
353
$271K 0.05%
8,161
+723
354
$271K 0.05%
7,010
-912
355
$270K 0.05%
4,844
+495
356
$269K 0.05%
12,560
-318
357
$268K 0.05%
8,113
+698
358
$268K 0.05%
+6,461
359
$267K 0.04%
4,836
-75
360
$267K 0.04%
4,159
+189
361
$266K 0.04%
32,156
+1,084
362
$264K 0.04%
3,638
+220
363
$263K 0.04%
17,169
+2,378
364
$260K 0.04%
4,478
+550
365
$259K 0.04%
2,191
+276
366
$258K 0.04%
5,694
-174
367
$257K 0.04%
4,421
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368
$255K 0.04%
+7,616
369
$254K 0.04%
+7,446
370
$253K 0.04%
5,952
-1,647
371
$252K 0.04%
38,730
-1,066
372
$252K 0.04%
2,648
+245
373
$252K 0.04%
+8,185
374
$252K 0.04%
15,288
-468
375
$252K 0.04%
4,740
+721
13 14
15
16 17