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
126
$412K 0.14%
+18,492
127
$411K 0.14%
+7,602
128
$410K 0.14%
+11,993
129
$408K 0.14%
+4,991
130
$403K 0.14%
+3,720
131
$403K 0.14%
+6,895
132
$397K 0.14%
+19,468
133
$395K 0.13%
+15,817
134
$391K 0.13%
+30,357
135
$387K 0.13%
+14,286
136
$386K 0.13%
+33,512
137
$386K 0.13%
+8,684
138
$382K 0.13%
+10,654
139
$378K 0.13%
+26,942
140
$374K 0.13%
+4,422
141
$374K 0.13%
+14,325
142
$373K 0.13%
+8,660
143
$366K 0.12%
+50,300
144
$364K 0.12%
+11,136
145
$362K 0.12%
+9,920
146
$360K 0.12%
+4,161
147
$360K 0.12%
+3,615
148
$357K 0.12%
+26,049
149
$355K 0.12%
+17,583
150
$350K 0.12%
+3,268
4 5
6
7 8