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
376
$251K 0.04%
7,905
-1,057
377
$251K 0.04%
+3,453
378
$251K 0.04%
5,880
-76
379
$250K 0.04%
3,319
+51
380
$249K 0.04%
4,382
+63
381
$248K 0.04%
11,107
-694
382
$247K 0.04%
2,801
+84
383
$247K 0.04%
3,352
+98
384
$246K 0.04%
2,266
-48
385
$245K 0.04%
+5,778
386
$245K 0.04%
15,434
+1,279
387
$244K 0.04%
4,402
+295
388
$244K 0.04%
2,238
+65
389
$243K 0.04%
+10,509
390
$243K 0.04%
8,451
+1,155
391
$242K 0.04%
8,414
+232
392
$242K 0.04%
6,146
+184
393
$241K 0.04%
6,946
-73
394
$239K 0.04%
9,548
+161
395
$239K 0.04%
5,744
-1,662
396
$239K 0.04%
1,635
-218
397
$237K 0.04%
10,417
+3,029
398
$236K 0.04%
+7,086
399
$236K 0.04%
+6,098
400
$236K 0.04%
21,730
+8,231
14 15
16
17 18