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
76
$1.19M 0.2%
18,451
+412
77
$1.19M 0.2%
23,465
+5,458
78
$1.17M 0.2%
12,710
+777
79
$1.16M 0.19%
46,820
+17,500
80
$1.15M 0.19%
10,532
+5,103
81
$1.14M 0.19%
11,430
+2,650
82
$1.14M 0.19%
35,328
+352
83
$1.11M 0.19%
15,060
+1,432
84
$1.1M 0.19%
62,619
+10,373
85
$1.09M 0.18%
13,824
+3,159
86
$1.06M 0.18%
+47,212
87
$1.05M 0.18%
37,462
-4,286
88
$1.05M 0.18%
17,610
+5,649
89
$1.04M 0.18%
+35,111
90
$1.03M 0.17%
17,051
+3,087
91
$1.02M 0.17%
11,847
+1,958
92
$1.01M 0.17%
8,929
-18
93
$1.01M 0.17%
12,291
-1,147
94
$972K 0.16%
+146,674
95
$971K 0.16%
10,043
+987
96
$942K 0.16%
64,742
+16,998
97
$940K 0.16%
35,136
+8,987
98
$922K 0.16%
+61,107
99
$917K 0.15%
22,637
+306
100
$907K 0.15%
107,268
+23,215
2 3
4
5 6