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
351
$629K 0.05%
5,208
+250
352
$626K 0.05%
10,629
+992
353
$625K 0.05%
7,367
-152
354
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+17,978
355
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8,612
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356
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8,009
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357
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358
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15,220
+1,355
359
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+7,164
360
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361
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20,324
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362
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171,738
-7,102
363
$607K 0.05%
11,220
-1,803
364
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2,611
-507
365
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368
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11,606
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370
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12,527
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371
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372
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+15,767
373
$593K 0.05%
+19,010
374
$590K 0.05%
2,466
-35
375
$588K 0.05%
11,774
-1,711
13 14
15
16 17