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
426
$215K 0.04%
+4,031
427
$215K 0.04%
15,543
+419
428
$214K 0.04%
+4,678
429
$213K 0.04%
4,434
-12
430
$213K 0.04%
2,763
+242
431
$212K 0.04%
1,845
-186
432
$212K 0.04%
4,239
+107
433
$212K 0.04%
+5,104
434
$212K 0.04%
+956
435
$211K 0.04%
+9,405
436
$211K 0.04%
3,434
-257
437
$211K 0.04%
+9,051
438
$211K 0.04%
3,476
-331
439
$207K 0.03%
3,025
-525
440
$206K 0.03%
+3,535
441
$205K 0.03%
+5,619
442
$205K 0.03%
599
-3
443
$204K 0.03%
9,523
-801
444
$203K 0.03%
+4,215
445
$200K 0.03%
+1,247
446
$198K 0.03%
4,188
-59
447
$197K 0.03%
+3,889
448
$190K 0.03%
6,456
+2,335
449
$187K 0.03%
+12,773
450
$186K 0.03%
10,801
-2,339
16 17
18
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