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
326
$470K 0.05%
28,292
+26,298
327
$465K 0.05%
3,464
-11,678
328
$465K 0.05%
10,712
-23,075
329
$462K 0.05%
37,852
+32,485
330
$451K 0.05%
19,496
+13,822
331
$450K 0.05%
10,274
+6,995
332
$447K 0.05%
6,293
-18,141
333
$447K 0.05%
105,131
-279,632
334
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5,670
-8,354
335
$445K 0.05%
2,552
-11,933
336
$443K 0.05%
5,153
-36,274
337
$441K 0.04%
41,671
-4,341
338
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8,657
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339
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10,448
-25,125
340
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6,898
-14,976
341
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21,858
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342
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14,447
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343
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13,440
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344
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5,509
-3,392
345
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8,871
+3,633
346
$423K 0.04%
5,731
-4,406
347
$422K 0.04%
9,496
-3,516
348
$420K 0.04%
+3,860
349
$419K 0.04%
5,414
-84,306
350
$418K 0.04%
14,492
+612
12 13
14
15 16