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
201
$1.14M 0.09%
3,165
-323
202
$1.12M 0.09%
14,751
-11,122
203
$1.11M 0.09%
+36,369
204
$1.1M 0.09%
5,916
-509
205
$1.1M 0.09%
13,106
-230
206
$1.08M 0.09%
50,652
-7,155
207
$1.08M 0.09%
+44,511
208
$1.08M 0.09%
5,369
-161
209
$1.08M 0.09%
3,157
-143
210
$1.08M 0.09%
8,792
-334
211
$1.07M 0.09%
11,212
+161
212
$1.07M 0.09%
26,833
+2,277
213
$1.07M 0.09%
17,237
-5,227
214
$1.06M 0.09%
4,836
-133
215
$1.05M 0.09%
14,716
+3,071
216
$1.05M 0.09%
117,244
+15,091
217
$1.05M 0.09%
3,751
-407
218
$1.05M 0.09%
5,603
-56
219
$1.05M 0.09%
53,816
+25,792
220
$1.04M 0.09%
22,890
-2,531
221
$1.04M 0.09%
1,988
-17
222
$1.04M 0.09%
32,399
+1,889
223
$1.03M 0.09%
5,541
-656
224
$1.03M 0.09%
3,560
+140
225
$1.03M 0.09%
8,511
-1,333
7 8
9
10 11