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
151
$684K 0.12%
+10,110
152
$683K 0.11%
6,598
+220
153
$678K 0.11%
93,144
+21,317
154
$673K 0.11%
15,537
+3,963
155
$671K 0.11%
5,782
+357
156
$669K 0.11%
21,825
-296
157
$664K 0.11%
18,922
+872
158
$663K 0.11%
15,903
-1,547
159
$661K 0.11%
8,178
+594
160
$654K 0.11%
55,571
+42,465
161
$653K 0.11%
10,812
-1,118
162
$652K 0.11%
11,037
+4,845
163
$651K 0.11%
7,526
-4,707
164
$638K 0.11%
10,052
+622
165
$638K 0.11%
33,960
+5,510
166
$636K 0.11%
+44,466
167
$632K 0.11%
26
168
$627K 0.11%
6,177
-58
169
$622K 0.1%
8,537
+814
170
$620K 0.1%
23,301
-225
171
$617K 0.1%
65,173
+16,426
172
$617K 0.1%
5,226
+158
173
$613K 0.1%
19,895
+5,556
174
$612K 0.1%
27,236
+574
175
$608K 0.1%
22,375
+6,581
5 6
7
8 9