FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
1-Year Return
17.79%
This Quarter Return
-9.41%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$1.29B
AUM Growth
-$309M
(-19%)
Cap. Flow
-$167M
Cap. Flow
% of AUM
-13.02%
Top 10 Holdings %
Top 10 Hldgs %
31.28%
Holding
962
New
63
Increased
155
Reduced
540
Closed
204
Top Buys
Top Sells
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$204M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$37.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$26.7M |
| 4 |
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
|
+$25.4M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$24.4M |
Sector Composition
| 1 | Healthcare | 9.66% |
| 2 | Technology | 8.46% |
| 3 | Financials | 5.13% |
| 4 | Industrials | 4.75% |
| 5 | Consumer Discretionary | 4.16% |
