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
726
$150K 0.01%
23,139
+2,969
727
$148K 0.01%
24,593
+1,320
728
$141K 0.01%
10,969
-507
729
$140K 0.01%
14,160
-287
730
$131K 0.01%
23,813
-7,541
731
$122K 0.01%
14,611
-797
732
$120K 0.01%
14,908
-3,906
733
$114K 0.01%
+28,127
734
$113K 0.01%
11,996
-2,902
735
$100K 0.01%
14,943
-899
736
$89.3K 0.01%
48,791
-326
737
$80.6K 0.01%
11,636
-3,478
738
$69K 0.01%
36,496
+17,700
739
$62.1K 0.01%
24,070
-4,084
740
$51K ﹤0.01%
12,917
-583
741
$46.8K ﹤0.01%
29,420
+2,074
742
$45.1K ﹤0.01%
10,341
-92
743
$44.5K ﹤0.01%
16,465
-743
744
$36.7K ﹤0.01%
16,095
-1,862
745
$29.2K ﹤0.01%
16,514
+436
746
$26.2K ﹤0.01%
2,579
+99
747
$21.4K ﹤0.01%
10,150
-421
748
$17.2K ﹤0.01%
10,149
-243
749
$16.5K ﹤0.01%
1,242
+139
750
$11K ﹤0.01%
14,785
+2,247
28 29
30
31 32