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
176
$607K 0.1%
26,274
+13,528
177
$603K 0.1%
20,006
+2,482
178
$600K 0.1%
4,335
-370
179
$600K 0.1%
+42,345
180
$598K 0.1%
41,138
+66
181
$597K 0.1%
28,075
+8,204
182
$596K 0.1%
19,438
+5,342
183
$590K 0.1%
19,415
-6,479
184
$590K 0.1%
13,345
-170
185
$587K 0.1%
12,929
+3,739
186
$585K 0.1%
9,835
+377
187
$583K 0.1%
7,341
+503
188
$577K 0.1%
5,800
+1,709
189
$576K 0.1%
+17,988
190
$575K 0.1%
14,870
+9,343
191
$572K 0.1%
7,696
-30
192
$571K 0.1%
8,024
+682
193
$569K 0.1%
57,400
+1,052
194
$563K 0.09%
16,195
+410
195
$561K 0.09%
7,894
+2,022
196
$558K 0.09%
22,800
-1,028
197
$558K 0.09%
10,414
-386
198
$555K 0.09%
13,572
+1,387
199
$550K 0.09%
5,324
-4,975
200
$545K 0.09%
12,180
-1,100
6 7
8
9 10