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
476
$425K 0.04%
1,439
-340
477
$424K 0.04%
13,133
-22
478
$424K 0.04%
4,668
-413
479
$420K 0.03%
2,787
+54
480
$418K 0.03%
10,988
-905
481
$415K 0.03%
6,196
+474
482
$412K 0.03%
+5,909
483
$411K 0.03%
13,114
-421
484
$410K 0.03%
2,971
-1,405
485
$409K 0.03%
+4,086
486
$409K 0.03%
3,538
-260
487
$407K 0.03%
10,241
-7,932
488
$405K 0.03%
16,903
-488
489
$404K 0.03%
16,026
-1,297
490
$404K 0.03%
9,264
-382
491
$401K 0.03%
5,642
-214
492
$400K 0.03%
19,144
-742
493
$400K 0.03%
34,738
+8,368
494
$398K 0.03%
19,624
+1,759
495
$396K 0.03%
11,717
+999
496
$394K 0.03%
12,293
-198
497
$394K 0.03%
10,017
+1,856
498
$394K 0.03%
11,267
+517
499
$393K 0.03%
39,039
+2,042
500
$392K 0.03%
12,923
-718
18 19
20
21 22