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
276
$578K 0.06%
32,029
+25,560
277
$576K 0.06%
3,710
-880
278
$573K 0.06%
34,602
+26,128
279
$571K 0.06%
14,584
+8,171
280
$569K 0.06%
14,462
+10,766
281
$568K 0.06%
200,774
+195,259
282
$563K 0.06%
24,757
+19,513
283
$552K 0.06%
30,912
+21,805
284
$550K 0.06%
8,250
-11,003
285
$549K 0.06%
+40,488
286
$548K 0.06%
+5,814
287
$547K 0.06%
8,881
-5,338
288
$547K 0.06%
+4,993
289
$541K 0.06%
10,964
-17,556
290
$538K 0.05%
+19,334
291
$530K 0.05%
31,982
+15,498
292
$528K 0.05%
2,273
-4,405
293
$526K 0.05%
6,630
-105,211
294
$524K 0.05%
+21,171
295
$523K 0.05%
+35,027
296
$519K 0.05%
+2,506
297
$516K 0.05%
8,387
+3,933
298
$516K 0.05%
21,705
+2,431
299
$515K 0.05%
7,429
-12,542
300
$515K 0.05%
25,143
-25,076
10 11
12
13 14