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
$294M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$11.7M
3
+$9.62M
4
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$8.09M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.58M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.71%
2 Industrials 3.18%
3 Healthcare 2.25%
4 Consumer Discretionary 1.87%
5 Energy 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.9M 0.65%
+17,387
27
$1.89M 0.64%
+21,186
28
$1.78M 0.6%
+95,260
29
$1.73M 0.59%
+37,776
30
$1.68M 0.57%
+42,771
31
$1.59M 0.54%
+15,103
32
$1.47M 0.5%
+32,722
33
$1.46M 0.5%
+103,376
34
$1.46M 0.5%
+16,859
35
$1.45M 0.49%
+13,030
36
$1.45M 0.49%
+21,138
37
$1.44M 0.49%
+29,686
38
$1.43M 0.49%
+13,000
39
$1.41M 0.48%
+13,692
40
$1.33M 0.45%
+19,749
41
$1.28M 0.44%
+51,371
42
$1.28M 0.43%
+53,256
43
$1.22M 0.42%
+16,828
44
$1.22M 0.41%
+15,579
45
$1.16M 0.39%
+38,470
46
$1.14M 0.39%
+41,738
47
$1.14M 0.39%
+10,298
48
$1.1M 0.38%
+14,127
49
$1.1M 0.37%
+57,965
50
$1.09M 0.37%
+34,749
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2
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