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
601
$297K 0.02%
+2,746
602
$296K 0.02%
2,406
+276
603
$296K 0.02%
+8,771
604
$295K 0.02%
+2,154
605
$293K 0.02%
2,089
+104
606
$292K 0.02%
6,063
+222
607
$289K 0.02%
10,727
+382
608
$288K 0.02%
+4,150
609
$287K 0.02%
4,852
-394
610
$285K 0.02%
1,880
-57
611
$285K 0.02%
3,385
-2,432
612
$284K 0.02%
3,444
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613
$283K 0.02%
1,543
+19
614
$283K 0.02%
944
-163
615
$282K 0.02%
+7,733
616
$282K 0.02%
3,909
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617
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618
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$281K 0.02%
7,311
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620
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621
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+12,185
622
$278K 0.02%
8,495
-348
623
$277K 0.02%
29,453
+6,745
624
$276K 0.02%
+2,692
625
$275K 0.02%
1,169
+10
23 24
25
26 27