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
126
$788K 0.13%
54,204
+1,901
127
$780K 0.13%
9,704
+831
128
$780K 0.13%
5,974
+176
129
$780K 0.13%
7,745
+481
130
$774K 0.13%
26,207
+586
131
$767K 0.13%
7,797
+2,332
132
$751K 0.13%
13,626
-14,752
133
$751K 0.13%
34,950
+925
134
$748K 0.13%
2,271
+215
135
$746K 0.13%
90,914
+72,401
136
$730K 0.12%
14,155
-46
137
$726K 0.12%
6,064
+300
138
$726K 0.12%
14,632
+284
139
$725K 0.12%
+47,404
140
$724K 0.12%
9,971
+338
141
$722K 0.12%
22,696
+771
142
$721K 0.12%
81,612
+19,787
143
$718K 0.12%
8,355
+871
144
$709K 0.12%
13,414
-24
145
$708K 0.12%
26,867
+4,654
146
$705K 0.12%
22,780
-26,496
147
$704K 0.12%
+5,563
148
$695K 0.12%
+29,075
149
$692K 0.12%
7,660
-342
150
$687K 0.12%
75,390
+18,380
4 5
6
7 8