FIM
Freedom Investment Management Portfolio holdings
AUM
$1.25B
1-Year Return
17.79%
This Quarter Return
-0.06%
1 Year Return
+17.79%
3 Year Return
+58.4%
5 Year Return
+95.43%
10 Year Return
+184.45%
AUM
$1.2B
AUM Growth
-$52M
(-4.1%)
Cap. Flow
-$32.8M
Cap. Flow
% of AUM
-2.73%
Top 10 Holdings %
Top 10 Hldgs %
23.52%
Holding
833
New
75
Increased
269
Reduced
406
Closed
83
Top Buys
| 1 |
Invesco NASDAQ 100 ETF
QQQM
|
+$6.88M |
| 2 |
iShares Morningstar Growth ETF
ILCG
|
+$4.29M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$4.18M |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$3.16M |
| 5 |
KHPI
Kensington Hedged Premium Income ETF
KHPI
|
+$3.08M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$9.91M |
| 2 |
SPDR Gold Trust
GLD
|
+$5.21M |
| 3 |
ProShares Short S&P500
SH
|
+$4.01M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$3.76M |
| 5 |
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% |
