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
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502
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504
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-9,849
505
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506
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507
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508
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-8,363
509
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510
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511
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512
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513
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514
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515
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-8,562
516
$0 ﹤0.01%
+14,184
517
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518
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519
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-9,382
520
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521
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522
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523
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-11,785
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