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
176
$1.29M 0.11%
29,464
-1,453
177
$1.29M 0.11%
2,428
-99
178
$1.26M 0.11%
25,076
-72,746
179
$1.26M 0.1%
25,055
-282
180
$1.25M 0.1%
21,866
-957
181
$1.24M 0.1%
5,638
+844
182
$1.24M 0.1%
6,806
+1,298
183
$1.23M 0.1%
18,377
+5,494
184
$1.21M 0.1%
+5,370
185
$1.21M 0.1%
13,075
+843
186
$1.2M 0.1%
5,192
-586
187
$1.2M 0.1%
36,659
-2,907
188
$1.19M 0.1%
6,272
-1,055
189
$1.19M 0.1%
30,181
-4,799
190
$1.19M 0.1%
10,844
+1,626
191
$1.18M 0.1%
2,604
+124
192
$1.18M 0.1%
9,155
-343
193
$1.18M 0.1%
2,433
-383
194
$1.17M 0.1%
90,149
-1,022
195
$1.16M 0.1%
11,709
+2,291
196
$1.16M 0.1%
4,001
-370
197
$1.16M 0.1%
29,228
-1,295
198
$1.15M 0.1%
4,584
-354
199
$1.14M 0.1%
55,429
+23,951
200
$1.14M 0.09%
27,342
-304
6 7
8
9 10