FIM

Freedom Investment Management Portfolio holdings

AUM $344M
1-Year Est. Return 21.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,114
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$46.7M
3
+$33.4M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$11.1M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$7.62M

Top Sells

1
+$229M
2
+$28.4M
3
+$28.2M
4
DEEF icon
Xtrackers FTSE Developed ex US Multifactor ETF
DEEF
+$28.1M
5
TUZ
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund
TUZ
+$14.2M

Sector Composition

1 Healthcare 6.78%
2 Technology 5.63%
3 Industrials 4.06%
4 Financials 3.09%
5 Consumer Discretionary 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$225K 0.01%
+11,862
777
$225K 0.01%
5,929
-21,065
778
$225K 0.01%
6,471
-747
779
$225K 0.01%
+3,241
780
$225K 0.01%
+12,328
781
$224K 0.01%
6,117
+701
782
$224K 0.01%
+9,439
783
$224K 0.01%
+2,772
784
$224K 0.01%
7,439
+387
785
$224K 0.01%
+5,203
786
$223K 0.01%
+1,591
787
$223K 0.01%
+5,150
788
$223K 0.01%
39,386
+1,747
789
$223K 0.01%
+5,091
790
$222K 0.01%
15,611
-45,097
791
$222K 0.01%
+12,374
792
$221K 0.01%
+3,651
793
$221K 0.01%
2,671
-1,880
794
$220K 0.01%
+5,551
795
$220K 0.01%
+6,988
796
$220K 0.01%
+15,316
797
$220K 0.01%
14,443
+110
798
$220K 0.01%
+2,895
799
$219K 0.01%
+4,957
800
$219K 0.01%
+5,360
30 31
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