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
326
$689K 0.06%
4,951
-348
327
$685K 0.06%
214
-11
328
$685K 0.06%
18,179
+174
329
$675K 0.06%
1,425
+196
330
$674K 0.06%
13,346
-850
331
$671K 0.06%
70,352
-2,717
332
$670K 0.06%
2,289
-28
333
$669K 0.06%
3,563
-3,336
334
$669K 0.06%
9,001
-22
335
$662K 0.06%
10,239
+2,730
336
$660K 0.05%
+11,850
337
$659K 0.05%
15,201
+2,151
338
$659K 0.05%
+13,517
339
$654K 0.05%
2,422
+219
340
$651K 0.05%
16,958
-3,961
341
$649K 0.05%
1,949
-282
342
$647K 0.05%
9,914
-663
343
$644K 0.05%
5,563
+2,055
344
$644K 0.05%
+5,826
345
$643K 0.05%
42,524
-30,469
346
$636K 0.05%
5,881
-77
347
$633K 0.05%
94,617
-11,577
348
$631K 0.05%
14,854
-11,833
349
$631K 0.05%
17,204
-123
350
$630K 0.05%
1,523
-16
12 13
14
15 16