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
551
$341K 0.03%
15,964
-1,109
552
$340K 0.03%
153,781
-5,118
553
$339K 0.03%
6,386
+46
554
$339K 0.03%
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555
$336K 0.03%
1,182
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556
$336K 0.03%
8,071
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557
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558
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559
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560
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4,593
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561
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5,022
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562
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563
$329K 0.03%
467
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564
$329K 0.03%
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565
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8,461
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570
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14,911
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571
$323K 0.03%
11,063
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572
$322K 0.03%
46,104
-5,337
573
$320K 0.03%
6,230
+312
574
$319K 0.03%
6,268
+732
575
$319K 0.03%
+4,983
21 22
23
24 25