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FIM

Freedom Investment Management Portfolio holdings

AUM $337M
1-Year Est. Return 22.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.95%
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
+$81.8M
2
+$17.8M
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
+$5.78M

Top Sells

1
+$66.4M
2
+$23.9M
3
+$5.1M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$4.1M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.47M

Sector Composition

1 Technology 4.14%
2 Industrials 3.48%
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
501
– –
-20,254
502
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-10,273
503
– –
-11,785
504
– –
-13,336
505
– –
-2,168
506
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-15,482
507
– –
-20,429
508
– –
-11,060
509
– –
-8,562
510
$0 ﹤0.01%
+14,184
511
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-10,729
512
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-12,190
513
– –
-1,199
514
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-33,525
515
– –
-6,016
516
– –
-18,003
517
– –
-9,382
518
– –
-15,825
519
– –
-21,441
520
– –
-42,292
521
– –
-27,039
522
– –
-5,038
523
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-16,317
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