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
701
$213K 0.02%
2,789
-285
702
$212K 0.02%
8,652
+422
703
$212K 0.02%
1,317
-406
704
$210K 0.02%
1,023
+85
705
$210K 0.02%
+918
706
$208K 0.02%
+9,156
707
$208K 0.02%
4,632
-166
708
$207K 0.02%
12,836
-1,936
709
$207K 0.02%
+4,527
710
$207K 0.02%
+1,642
711
$205K 0.02%
2,214
-6,450
712
$205K 0.02%
3,776
-170
713
$204K 0.02%
3,545
-1,051
714
$203K 0.02%
+1,842
715
$203K 0.02%
+5,941
716
$201K 0.02%
589
-47
717
$200K 0.02%
19,587
+5,269
718
$196K 0.02%
+10,780
719
$191K 0.02%
+13,512
720
$172K 0.01%
36,999
-12,607
721
$169K 0.01%
11,344
+1,218
722
$167K 0.01%
28,418
-707
723
$166K 0.01%
15,839
-1,586
724
$156K 0.01%
14,622
-3,289
725
$156K 0.01%
16,938
+3,043
27 28
29
30 31