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
476
$62K 0.01%
+2,744
477
$56K 0.01%
10,893
-6,582
478
$37K 0.01%
15,448
-756
479
$22K ﹤0.01%
+1,688
480
$13K ﹤0.01%
+14,674
481
– –
-6,311
482
– –
-6,016
483
– –
-18,003
484
– –
-9,382
485
– –
-15,825
486
– –
-21,441
487
– –
-42,292
488
– –
-27,039
489
– –
-5,220
490
– –
-20,051
491
– –
-3,795
492
– –
-265,096
493
– –
-3,494
494
– –
-572
495
– –
-5,038
496
– –
-16,317
497
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-8,905
498
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-4,245
499
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-12,158
500
– –
-26,647
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