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
51
$1.55M 0.26%
+31,130
52
$1.51M 0.25%
9,760
+2,450
53
$1.5M 0.25%
43,464
+16,003
54
$1.4M 0.23%
14,104
-470
55
$1.37M 0.23%
37,724
+12,140
56
$1.36M 0.23%
34,035
+1,412
57
$1.35M 0.23%
52,416
-645
58
$1.35M 0.23%
37,664
+12,084
59
$1.32M 0.22%
16,314
-746
60
$1.31M 0.22%
13,601
-621
61
$1.31M 0.22%
25,678
+7,708
62
$1.3M 0.22%
5,105
+1,614
63
$1.29M 0.22%
48,288
+12,231
64
$1.27M 0.21%
12,148
-779
65
$1.27M 0.21%
12,013
-168
66
$1.27M 0.21%
11,481
+545
67
$1.24M 0.21%
43,138
-1,067
68
$1.24M 0.21%
+23,359
69
$1.24M 0.21%
+25,928
70
$1.23M 0.21%
+24,647
71
$1.23M 0.21%
28,094
+1,332
72
$1.22M 0.21%
24,101
+1,144
73
$1.22M 0.2%
55,152
+20,783
74
$1.21M 0.2%
30,998
+7,782
75
$1.2M 0.2%
16,898
+324
1 2
3
4 5