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
251
$937K 0.08%
23,439
-656
252
$937K 0.08%
2,769
-322
253
$936K 0.08%
21,998
+12,649
254
$934K 0.08%
19,868
-490
255
$928K 0.08%
42,705
-88
256
$927K 0.08%
3,357
-657
257
$925K 0.08%
14,811
+2,418
258
$922K 0.08%
12,396
-118
259
$921K 0.08%
3,343
+79
260
$917K 0.08%
2,269
+738
261
$915K 0.08%
3,806
+516
262
$914K 0.08%
45,387
+24,490
263
$903K 0.08%
13,731
+127
264
$900K 0.07%
10,939
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265
$900K 0.07%
13,250
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266
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4,946
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267
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20,293
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268
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26,129
-1,220
269
$890K 0.07%
61,911
+6,284
270
$887K 0.07%
17,787
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271
$885K 0.07%
2,084
+68
272
$879K 0.07%
6,299
-14
273
$877K 0.07%
7,107
+682
274
$875K 0.07%
16,574
-3,894
275
$874K 0.07%
4,845
+1,770
9 10
11
12 13