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
101
$2.07M 0.17%
23,715
-174
102
$2.07M 0.17%
11,629
+415
103
$2.06M 0.17%
20,699
-1,591
104
$2.04M 0.17%
34,451
-2,508
105
$2.01M 0.17%
26,002
-102
106
$2M 0.17%
24,868
-683
107
$1.97M 0.16%
8,201
-23
108
$1.96M 0.16%
76,982
-532
109
$1.96M 0.16%
56,593
+1,147
110
$1.93M 0.16%
89,464
+187
111
$1.92M 0.16%
3,691
+364
112
$1.91M 0.16%
4,755
+41
113
$1.91M 0.16%
11,733
+31
114
$1.89M 0.16%
90,773
+374
115
$1.89M 0.16%
3,004
+73
116
$1.88M 0.16%
42,107
-819
117
$1.88M 0.16%
4,219
+584
118
$1.87M 0.16%
21,830
-590
119
$1.84M 0.15%
24,370
+2,073
120
$1.79M 0.15%
+74,577
121
$1.77M 0.15%
12,331
+7,180
122
$1.76M 0.15%
16,134
+1,463
123
$1.74M 0.14%
19,207
-110
124
$1.73M 0.14%
8,343
+471
125
$1.71M 0.14%
17,988
+11,212
3 4
5
6 7