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
576
$319K 0.03%
1,407
+116
577
$318K 0.03%
7,717
+7
578
$316K 0.03%
8,796
-798
579
$314K 0.03%
1,750
-99
580
$311K 0.03%
1,376
-92
581
$311K 0.03%
5,049
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582
$310K 0.03%
2,024
+159
583
$308K 0.03%
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-872
584
$308K 0.03%
1,584
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585
$308K 0.03%
8,893
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586
$307K 0.03%
2,270
+181
587
$307K 0.03%
+5,311
588
$307K 0.03%
869
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589
$306K 0.03%
2,267
-410
590
$305K 0.03%
2,605
-525
591
$305K 0.03%
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592
$303K 0.03%
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593
$301K 0.03%
2,381
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594
$300K 0.03%
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595
$300K 0.02%
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596
$300K 0.02%
+12,705
597
$300K 0.02%
9,760
+2,129
598
$299K 0.02%
7,973
-399
599
$299K 0.02%
14,937
-1,909
600
$299K 0.02%
6,708
+756
22 23
24
25 26