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
$981M
AUM Growth
+$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
772
New
Increased
Reduced
Closed

Top Buys

1
+$176M
2
+$84.5M
3
+$73.1M
4
BLT
BLOUNT INTERNATIONAL (NEW)
BLT
+$17.3M
5
BDX icon
Becton Dickinson
BDX
+$14.5M

Top Sells

1
+$220M
2
+$121M
3
+$95.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$57M
5
BTM
OI S.A. SPON ADR REPSTG 3 PFD SHS (BRA)
BTM
+$55.3M

Sector Composition

1 Technology 15.58%
2 Consumer Discretionary 12.47%
3 Healthcare 7.99%
4 Industrials 5.71%
5 Financials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$700K 0.07%
17,530
+10,967
227
$698K 0.07%
15,548
+9,732
228
$697K 0.07%
15,522
-2,517
229
$696K 0.07%
682,490
+668,830
230
$695K 0.07%
31,083
+24,766
231
$693K 0.07%
27,857
+898
232
$691K 0.07%
13,053
-13,186
233
$691K 0.07%
96,905
+34,235
234
$690K 0.07%
5,556
-9,576
235
$682K 0.07%
81,382
+61,899
236
$677K 0.07%
28,158
+8,732
237
$675K 0.07%
+11,215
238
$674K 0.07%
11,942
-16,834
239
$671K 0.07%
6,930
+4,935
240
$665K 0.07%
5,537
-35,701
241
$657K 0.07%
25,042
+12,831
242
$654K 0.07%
5,433
-2,981
243
$654K 0.07%
25,929
-1,453
244
$652K 0.07%
527
-177,999
245
$647K 0.07%
1,265
-2,100
246
$647K 0.07%
7,638
+6,346
247
$647K 0.07%
4,645
-25,017
248
$644K 0.07%
8,686
-7,960
249
$644K 0.07%
7,100
-7,920
250
$640K 0.07%
15,569
+3,879
8 9
10
11 12