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
51
$4.3M 0.36%
83,553
+7,564
52
$4.29M 0.36%
+47,934
53
$4.29M 0.36%
24,107
+5,543
54
$4.18M 0.35%
+149,973
55
$4M 0.33%
41,335
-1,397
56
$3.74M 0.31%
47,526
-8,102
57
$3.73M 0.31%
62,380
-4,579
58
$3.68M 0.31%
56,307
-8,381
59
$3.46M 0.29%
38,858
-1,447
60
$3.44M 0.29%
81,726
-239
61
$3.42M 0.28%
72,091
+593
62
$3.34M 0.28%
132,374
-5,141
63
$3.3M 0.27%
59,206
+521
64
$3.29M 0.27%
65,618
-2,350
65
$3.26M 0.27%
50,027
+314
66
$3.17M 0.26%
4,103
-39
67
$3.16M 0.26%
16,015
+43
68
$3.08M 0.26%
+121,788
69
$3.05M 0.25%
5,797
-226
70
$3.01M 0.25%
7,443
+1,109
71
$2.99M 0.25%
38,095
-3,495
72
$2.92M 0.24%
8,297
-437
73
$2.79M 0.23%
42,167
-581
74
$2.76M 0.23%
56,182
-19,695
75
$2.7M 0.22%
106,842
-3,527
1 2
3
4 5