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
451
$185K 0.03%
20,141
+2,223
452
$182K 0.03%
+21,792
453
$162K 0.03%
10,743
-77
454
$158K 0.03%
323
-103
455
$155K 0.03%
1,914
+287
456
$152K 0.03%
20,085
-114
457
$144K 0.02%
23,480
-1,041
458
$142K 0.02%
+15,574
459
$138K 0.02%
11,877
+1,260
460
$136K 0.02%
+15,503
461
$131K 0.02%
+3,081
462
$131K 0.02%
58,912
-7,003
463
$128K 0.02%
10,844
-50
464
$127K 0.02%
95,850
+1,426
465
$124K 0.02%
13,158
+375
466
$124K 0.02%
10,891
-600
467
$122K 0.02%
+11,053
468
$113K 0.02%
2,056
-1
469
$98K 0.02%
+13,906
470
$90K 0.02%
+11,159
471
$87K 0.01%
11,850
+339
472
$81K 0.01%
+12,430
473
$74K 0.01%
575
+5
474
$72K 0.01%
+24,584
475
$71K 0.01%
12,968
+327
17 18
19
20 21