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
101
$522K 0.18%
+27,504
102
$517K 0.18%
+20,056
103
$511K 0.17%
+10,092
104
$506K 0.17%
+5,937
105
$505K 0.17%
+16,080
106
$488K 0.17%
+18,149
107
$484K 0.16%
+10,618
108
$479K 0.16%
+15,607
109
$475K 0.16%
+23,674
110
$471K 0.16%
+7,889
111
$468K 0.16%
+7,728
112
$463K 0.16%
+4,162
113
$463K 0.16%
+7,575
114
$461K 0.16%
+5,982
115
$461K 0.16%
+24,835
116
$458K 0.16%
+20,792
117
$440K 0.15%
+4,872
118
$436K 0.15%
+7,580
119
$433K 0.15%
+13,461
120
$433K 0.15%
+1,862
121
$430K 0.15%
+5,589
122
$429K 0.15%
+5,993
123
$415K 0.14%
+37,026
124
$415K 0.14%
+8,890
125
$415K 0.14%
+12,573
3 4
5
6 7