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
526
$369K 0.03%
3,806
+491
527
$367K 0.03%
111,896
-2,378
528
$366K 0.03%
8,831
-441
529
$366K 0.03%
4,762
-147
530
$364K 0.03%
906
-16
531
$364K 0.03%
3,314
+381
532
$364K 0.03%
4,979
-502
533
$361K 0.03%
4,270
+305
534
$361K 0.03%
2,096
-190
535
$360K 0.03%
4,560
-825
536
$359K 0.03%
3,428
+83
537
$357K 0.03%
4,188
-410
538
$357K 0.03%
16,980
-523
539
$356K 0.03%
62,191
+499
540
$355K 0.03%
168
+18
541
$354K 0.03%
4,337
-109
542
$352K 0.03%
4,533
+1,498
543
$351K 0.03%
+2,895
544
$350K 0.03%
2,058
-113
545
$345K 0.03%
1,970
+85
546
$345K 0.03%
10,085
+856
547
$343K 0.03%
6,584
-518
548
$343K 0.03%
3,644
-432
549
$342K 0.03%
11,440
-722
550
$341K 0.03%
14,456
-23
20 21
22
23 24