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
126
$1.71M 0.14%
71,549
-934
127
$1.69M 0.14%
10,150
+427
128
$1.69M 0.14%
+79,899
129
$1.68M 0.14%
10,044
-980
130
$1.67M 0.14%
2,656
+61
131
$1.66M 0.14%
8,874
+249
132
$1.66M 0.14%
14,058
-1,016
133
$1.66M 0.14%
6,377
-48
134
$1.65M 0.14%
32,442
-1,162
135
$1.63M 0.14%
3,596
+149
136
$1.62M 0.13%
21,618
-947
137
$1.58M 0.13%
318
-95
138
$1.57M 0.13%
2,661
-2,304
139
$1.56M 0.13%
4,312
+401
140
$1.56M 0.13%
1,700
-82
141
$1.55M 0.13%
35,847
-4,756
142
$1.5M 0.12%
5,205
+4,043
143
$1.5M 0.12%
3,654
+1,017
144
$1.5M 0.12%
17,398
-879
145
$1.49M 0.12%
13,991
-436
146
$1.49M 0.12%
11,255
-176
147
$1.48M 0.12%
28,821
+1,763
148
$1.48M 0.12%
34,139
+2,104
149
$1.47M 0.12%
10,156
+626
150
$1.46M 0.12%
30,622
+9,915
4 5
6
7 8