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
$1.2B
AUM Growth
-$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$6.88M
2
+$4.29M
3
+$4.18M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$3.16M
5
KHPI
Kensington Hedged Premium Income ETF
KHPI
+$3.08M

Top Sells

1
+$9.91M
2
+$5.21M
3
+$4.01M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.76M
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$3.68M

Sector Composition

1 Technology 9.99%
2 Healthcare 3.86%
3 Financials 3.86%
4 Consumer Discretionary 3.49%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.02M 0.08%
32,512
-1,568
227
$1.02M 0.08%
6,709
+526
228
$1.02M 0.08%
26,074
+427
229
$1.02M 0.08%
11,873
-1,459
230
$1.02M 0.08%
5,212
+217
231
$1.02M 0.08%
11,011
-2,713
232
$1.02M 0.08%
52,198
+23,836
233
$1.01M 0.08%
1,952
-192
234
$1.01M 0.08%
17,806
+6,040
235
$996K 0.08%
8,803
+407
236
$990K 0.08%
12,394
-615
237
$983K 0.08%
8,894
+2,410
238
$980K 0.08%
8,959
+168
239
$975K 0.08%
7,834
-1,271
240
$969K 0.08%
66,630
-4,623
241
$969K 0.08%
4,386
+308
242
$967K 0.08%
31,736
-1,750
243
$966K 0.08%
5,927
+228
244
$964K 0.08%
5,887
+535
245
$961K 0.08%
+6,723
246
$958K 0.08%
47,583
-2,353
247
$954K 0.08%
14,866
+188
248
$946K 0.08%
22,936
-96
249
$943K 0.08%
8,636
+525
250
$942K 0.08%
17,629
-1,479
8 9
10
11 12