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
376
$583K 0.05%
+13,575
377
$582K 0.05%
4,595
-75
378
$582K 0.05%
+5,488
379
$581K 0.05%
6,339
+1,097
380
$580K 0.05%
21,628
+3,344
381
$578K 0.05%
10,069
-1,583
382
$578K 0.05%
+6,264
383
$577K 0.05%
+45,817
384
$576K 0.05%
56,632
-7,431
385
$575K 0.05%
4,924
-382
386
$574K 0.05%
10,477
-1,605
387
$574K 0.05%
805
+49
388
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5,836
+1,088
389
$569K 0.05%
22,889
+641
390
$569K 0.05%
603
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391
$568K 0.05%
119,657
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392
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447
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3,419
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394
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395
$564K 0.05%
+25,049
396
$561K 0.05%
108,747
+4,399
397
$561K 0.05%
2,909
+185
398
$560K 0.05%
137,470
+2,326
399
$554K 0.05%
11,036
-1,738
400
$554K 0.05%
4,872
-1,657
14 15
16
17 18