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
501
$389K 0.03%
22,216
+622
502
$389K 0.03%
6,431
-1,006
503
$388K 0.03%
6,177
-117
504
$388K 0.03%
4,078
-154
505
$387K 0.03%
11,664
-303
506
$386K 0.03%
13,216
+1,074
507
$383K 0.03%
10,869
+211
508
$382K 0.03%
29,703
+2,505
509
$382K 0.03%
2,856
+101
510
$382K 0.03%
4,435
-274
511
$379K 0.03%
+1,654
512
$379K 0.03%
7,243
-4,641
513
$378K 0.03%
3,187
-291
514
$377K 0.03%
1,531
-345
515
$375K 0.03%
4,920
+164
516
$375K 0.03%
24,705
-312
517
$374K 0.03%
3,309
-68
518
$373K 0.03%
8,085
+722
519
$372K 0.03%
1,743
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520
$372K 0.03%
6,959
+1,774
521
$371K 0.03%
7,079
+197
522
$371K 0.03%
+7,982
523
$370K 0.03%
10,808
-1,133
524
$370K 0.03%
13,934
+197
525
$369K 0.03%
4,835
-3
19 20
21
22 23