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
76
$672K 0.23%
+8,873
77
$672K 0.23%
+8,176
78
$669K 0.23%
+63,656
79
$664K 0.23%
+47,800
80
$656K 0.22%
+10,551
81
$624K 0.21%
+8,216
82
$616K 0.21%
+15,431
83
$610K 0.21%
+13,621
84
$591K 0.2%
+5,277
85
$588K 0.2%
+24,270
86
$583K 0.2%
+15,201
87
$579K 0.2%
+22,791
88
$574K 0.2%
+8,053
89
$572K 0.19%
+26,339
90
$572K 0.19%
+14,060
91
$554K 0.19%
+22,772
92
$549K 0.19%
+24,893
93
$549K 0.19%
+10,713
94
$544K 0.19%
+4,598
95
$544K 0.19%
+26,496
96
$535K 0.18%
+11,048
97
$535K 0.18%
+4,762
98
$526K 0.18%
+4,413
99
$524K 0.18%
+22,287
100
$524K 0.18%
+5,114
2 3
4
5 6