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
76
$2.68M 0.22%
96,573
+141
77
$2.61M 0.22%
8,794
-97
78
$2.58M 0.21%
8,163
+48
79
$2.58M 0.21%
16,773
+591
80
$2.37M 0.2%
46,692
+5,572
81
$2.35M 0.19%
4,588
+360
82
$2.3M 0.19%
2,585
-219
83
$2.3M 0.19%
17,467
-7,598
84
$2.28M 0.19%
77,493
-5,380
85
$2.24M 0.19%
9,673
+531
86
$2.24M 0.19%
10,193
-785
87
$2.19M 0.18%
61,613
+707
88
$2.18M 0.18%
3,148
-12
89
$2.16M 0.18%
4,017
-51
90
$2.16M 0.18%
45,656
+1,072
91
$2.15M 0.18%
4,243
-173
92
$2.14M 0.18%
32,709
-3,703
93
$2.13M 0.18%
4,771
-198
94
$2.12M 0.18%
51,765
-1,010
95
$2.11M 0.18%
3,524
-85
96
$2.11M 0.18%
25,986
-96
97
$2.11M 0.18%
23,317
-206
98
$2.1M 0.17%
5,839
-181
99
$2.09M 0.17%
5,364
+127
100
$2.07M 0.17%
16,017
-180
2 3
4
5 6