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
101
$907K 0.15%
30,147
+151
102
$902K 0.15%
10,880
+1,272
103
$900K 0.15%
14,460
-9,719
104
$893K 0.15%
17,549
+1,668
105
$892K 0.15%
336
+121
106
$882K 0.15%
34,535
+3,230
107
$868K 0.15%
11,329
+7,274
108
$865K 0.15%
32,900
-1,152
109
$862K 0.14%
5,135
-221
110
$846K 0.14%
30,824
+7,842
111
$845K 0.14%
+31,258
112
$842K 0.14%
5,852
+564
113
$832K 0.14%
+98,225
114
$830K 0.14%
57,943
+15,522
115
$829K 0.14%
10,546
+679
116
$823K 0.14%
42,751
+912
117
$823K 0.14%
+24,589
118
$823K 0.14%
36,208
-1,308
119
$819K 0.14%
29,056
+798
120
$813K 0.14%
40,711
+982
121
$811K 0.14%
11,693
+2,779
122
$800K 0.13%
9,644
+464
123
$799K 0.13%
6,772
-335
124
$799K 0.13%
18,515
+10,953
125
$790K 0.13%
40,187
+9,582
3 4
5
6 7