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
26
$9.54M 0.79%
50,378
+4,166
27
$9.53M 0.79%
197,205
+27,590
28
$9.05M 0.75%
293,912
-21,168
29
$8.98M 0.75%
165,126
-11,104
30
$7.98M 0.66%
36,385
-3,036
31
$7.35M 0.61%
34,948
+32,691
32
$7.18M 0.6%
69,471
+30,581
33
$7.15M 0.59%
143,248
-59,053
34
$7.09M 0.59%
121,823
+2,722
35
$6.87M 0.57%
49,911
-1,165
36
$6.53M 0.54%
144,039
+4,531
37
$6.13M 0.51%
230,281
+439
38
$6.07M 0.5%
10,363
-532
39
$6.04M 0.5%
26,916
-1,088
40
$6.03M 0.5%
184,009
+5,717
41
$5.94M 0.49%
116,183
-3,210
42
$5.8M 0.48%
74,317
+2,460
43
$5.7M 0.47%
187,114
+85,913
44
$5.21M 0.43%
64,927
-748
45
$5.2M 0.43%
31,809
+4,078
46
$5.07M 0.42%
58,024
-24,358
47
$5M 0.42%
116,447
-5,819
48
$4.88M 0.41%
186,501
-8,971
49
$4.77M 0.4%
44,633
-1,610
50
$4.35M 0.36%
37,775
-578
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