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
201
$544K 0.09%
40,924
+744
202
$544K 0.09%
21,580
-430
203
$544K 0.09%
7,114
-328
204
$540K 0.09%
7,927
+546
205
$539K 0.09%
27,694
+7,894
206
$538K 0.09%
+16,457
207
$538K 0.09%
10,242
+72
208
$536K 0.09%
5,957
+608
209
$535K 0.09%
50,353
+2,913
210
$533K 0.09%
4,569
+1,437
211
$529K 0.09%
19,191
-306
212
$527K 0.09%
17,094
+12
213
$527K 0.09%
9,138
-134
214
$526K 0.09%
5,188
+700
215
$526K 0.09%
10,490
+1,350
216
$519K 0.09%
6,155
+650
217
$517K 0.09%
6,968
+302
218
$514K 0.09%
20,690
+385
219
$512K 0.09%
6,189
-87
220
$511K 0.09%
+5,555
221
$508K 0.09%
16,137
+4,713
222
$507K 0.09%
15,102
+439
223
$505K 0.08%
13,011
-594
224
$503K 0.08%
18,315
+1,802
225
$500K 0.08%
21,813
+2,083
7 8
9
10 11