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
301
$788K 0.07%
6,628
-282
302
$787K 0.07%
3,101
+240
303
$785K 0.07%
176,428
-9,242
304
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8,760
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305
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7,254
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306
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5,312
-1,766
307
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27,391
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308
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17,895
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309
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8,107
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10,792
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311
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29,766
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312
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3,520
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313
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3,198
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314
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6,347
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319
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5,779
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320
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321
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3,371
-18
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20,148
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324
$702K 0.06%
6,606
-5,254
325
$701K 0.06%
2,112
-321
11 12
13
14 15