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
151
$1.46M 0.12%
4,302
-518
152
$1.45M 0.12%
25,366
-1,073
153
$1.45M 0.12%
16,712
-128
154
$1.45M 0.12%
25,294
-953
155
$1.44M 0.12%
6,282
+141
156
$1.44M 0.12%
29,058
-1,073
157
$1.44M 0.12%
13,242
+593
158
$1.43M 0.12%
4,776
-680
159
$1.43M 0.12%
21,582
+1,664
160
$1.42M 0.12%
26,293
-1,698
161
$1.39M 0.12%
25,164
+8,508
162
$1.39M 0.12%
6,074
+228
163
$1.39M 0.12%
15,015
-475
164
$1.38M 0.11%
36,845
-4,397
165
$1.38M 0.11%
6,489
+109
166
$1.38M 0.11%
17,358
-52
167
$1.37M 0.11%
5,183
+839
168
$1.37M 0.11%
13,734
+26
169
$1.35M 0.11%
52,054
-829
170
$1.35M 0.11%
6,559
+757
171
$1.34M 0.11%
9,256
+167
172
$1.34M 0.11%
4,233
-299
173
$1.33M 0.11%
12,399
+4,019
174
$1.33M 0.11%
77,911
+649
175
$1.31M 0.11%
19,206
-586
5 6
7
8 9