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
201
$272K 0.09%
+5,791
202
$271K 0.09%
+12,666
203
$271K 0.09%
+6,725
204
$270K 0.09%
+3,942
205
$270K 0.09%
+6,544
206
$270K 0.09%
+13,516
207
$269K 0.09%
+5,232
208
$268K 0.09%
+9,035
209
$264K 0.09%
+5,142
210
$264K 0.09%
+5,552
211
$261K 0.09%
+3,298
212
$260K 0.09%
+5,515
213
$259K 0.09%
+4,051
214
$259K 0.09%
+4,994
215
$258K 0.09%
+4,840
216
$257K 0.09%
+27,264
217
$256K 0.09%
+17,374
218
$255K 0.09%
+2,471
219
$255K 0.09%
+4,311
220
$253K 0.09%
+6,296
221
$253K 0.09%
+8,151
222
$252K 0.09%
+8,924
223
$251K 0.09%
+15,828
224
$250K 0.09%
+7,275
225
$249K 0.08%
+9,274
7 8
9
10 11