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
26
$2.3M 0.39%
+43,419
27
$2.23M 0.38%
63,624
+19,656
28
$2.15M 0.36%
25,484
-1,355
29
$2.07M 0.35%
43,909
+11,152
30
$2.05M 0.34%
52,437
+83
31
$2M 0.34%
19,794
-8,630
32
$1.95M 0.33%
+33,034
33
$1.88M 0.32%
16,332
-379
34
$1.86M 0.31%
31,094
+4,409
35
$1.85M 0.31%
21,311
+1,360
36
$1.84M 0.31%
+116,680
37
$1.78M 0.3%
88,087
+11,584
38
$1.78M 0.3%
15,937
-102
39
$1.77M 0.3%
32,004
+9,778
40
$1.75M 0.29%
89,447
+3,297
41
$1.75M 0.29%
13,753
-1,466
42
$1.74M 0.29%
+48,823
43
$1.74M 0.29%
29,211
+7,993
44
$1.73M 0.29%
+23,921
45
$1.72M 0.29%
19,011
+18
46
$1.7M 0.29%
93,325
+2,861
47
$1.68M 0.28%
66,688
+20,325
48
$1.6M 0.27%
60,623
+4,489
49
$1.59M 0.27%
12,203
+3,466
50
$1.57M 0.26%
45,673
-22,012
1
2
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