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
251
$640K 0.07%
20,982
+11,818
252
$638K 0.07%
10,962
+6,850
253
$635K 0.06%
11,712
-14,175
254
$632K 0.06%
23,447
+998
255
$631K 0.06%
20,942
-2,105
256
$630K 0.06%
70,221
+11,295
257
$629K 0.06%
48,622
+42,382
258
$626K 0.06%
16,804
-10,306
259
$626K 0.06%
24,650
+16,349
260
$625K 0.06%
25,354
+15,247
261
$621K 0.06%
4,682
-30,685
262
$620K 0.06%
43,068
+19,880
263
$620K 0.06%
15,903
-8,558
264
$617K 0.06%
2,675
-62,224
265
$617K 0.06%
4,190
-20,190
266
$609K 0.06%
39,305
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267
$606K 0.06%
19,631
+16,722
268
$597K 0.06%
10,916
-10,327
269
$596K 0.06%
24,309
+3,357
270
$594K 0.06%
19,316
-7,079
271
$588K 0.06%
18,109
+12,159
272
$583K 0.06%
1,002
-1,058
273
$581K 0.06%
13,624
+11,517
274
$581K 0.06%
25,629
+10,601
275
$580K 0.06%
4,998
-86,176
9 10
11
12 13