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
176
$304K 0.1%
+3,399
177
$304K 0.1%
+20,484
178
$302K 0.1%
+9,096
179
$301K 0.1%
+13,788
180
$300K 0.1%
+11,289
181
$300K 0.1%
+9,266
182
$297K 0.1%
+14,815
183
$296K 0.1%
+8,312
184
$294K 0.1%
+31,274
185
$293K 0.1%
+8,752
186
$291K 0.1%
+2,909
187
$290K 0.1%
+5,808
188
$289K 0.1%
+5,442
189
$286K 0.1%
+36,905
190
$285K 0.1%
+13,048
191
$283K 0.1%
+7,448
192
$283K 0.1%
+20
193
$282K 0.1%
+12,779
194
$278K 0.09%
+5,358
195
$277K 0.09%
+39,006
196
$275K 0.09%
+32,329
197
$274K 0.09%
+3,211
198
$274K 0.09%
+13,450
199
$273K 0.09%
+7,815
200
$273K 0.09%
+3,795
6 7
8
9 10