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
51
$1.08M 0.37%
+44,092
52
$983K 0.33%
+44,847
53
$965K 0.33%
+23,934
54
$962K 0.33%
+11,489
55
$942K 0.32%
+17,492
56
$919K 0.31%
+9,202
57
$905K 0.31%
+10,539
58
$901K 0.31%
+32,677
59
$879K 0.3%
+5,915
60
$878K 0.3%
+17,671
61
$874K 0.3%
+16,603
62
$869K 0.3%
+11,749
63
$839K 0.29%
+15,624
64
$804K 0.27%
+20,728
65
$787K 0.27%
+17,435
66
$766K 0.26%
+36,448
67
$756K 0.26%
+18,124
68
$751K 0.26%
+19,465
69
$743K 0.25%
+119,900
70
$739K 0.25%
+21,398
71
$732K 0.25%
+29,564
72
$731K 0.25%
+40,248
73
$709K 0.24%
+47,440
74
$706K 0.24%
+14,662
75
$674K 0.23%
+12,069
1 2
3
4 5