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
151
$350K 0.12%
+10,864
152
$348K 0.12%
+9,469
153
$348K 0.12%
+7,895
154
$347K 0.12%
+3,383
155
$347K 0.12%
+7,909
156
$345K 0.12%
+7,082
157
$341K 0.12%
+14,232
158
$339K 0.12%
+5,976
159
$338K 0.12%
+6,651
160
$337K 0.11%
+5,847
161
$337K 0.11%
+3,054
162
$335K 0.11%
+21,637
163
$332K 0.11%
+59,092
164
$331K 0.11%
+2,570
165
$327K 0.11%
+2,910
166
$326K 0.11%
+4,832
167
$320K 0.11%
+28,392
168
$319K 0.11%
+16,392
169
$312K 0.11%
+9,420
170
$312K 0.11%
+5,328
171
$311K 0.11%
+8,950
172
$311K 0.11%
+6,808
173
$308K 0.1%
+3,372
174
$308K 0.1%
+14,151
175
$306K 0.1%
+6,280
5 6
7
8 9