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
401
$235K 0.04%
15,992
+1,130
402
$233K 0.04%
15,873
+1,586
403
$232K 0.04%
+8,591
404
$230K 0.04%
+14,466
405
$230K 0.04%
+11,226
406
$229K 0.04%
8,941
+506
407
$229K 0.04%
1,988
-78
408
$229K 0.04%
+7,521
409
$229K 0.04%
13,995
+657
410
$228K 0.04%
10,726
+490
411
$225K 0.04%
+1,881
412
$222K 0.04%
4,896
+214
413
$222K 0.04%
+3,475
414
$222K 0.04%
7,527
+1,224
415
$222K 0.04%
7,887
-571
416
$221K 0.04%
1,740
+130
417
$221K 0.04%
+4,873
418
$221K 0.04%
5,371
+442
419
$220K 0.04%
+8,640
420
$218K 0.04%
+7,981
421
$218K 0.04%
+2,604
422
$218K 0.04%
+4,142
423
$217K 0.04%
+4,736
424
$217K 0.04%
+5,514
425
$216K 0.04%
22,250
+447
15 16
17
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