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
351
$418K 0.04%
+3,858
352
$418K 0.04%
3,662
-153,633
353
$416K 0.04%
32,390
+22,002
354
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33,040
-62,665
355
$416K 0.04%
3,366
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356
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46,869
+43,361
357
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1,906
-2,132
358
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+6,032
359
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9,830
-14,197
360
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55,994
+51,858
361
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3,473
-4,254
362
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4,137
-7,512
363
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10,872
-2,200
364
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46,231
+39,836
365
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3,407
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366
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368
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15,609
-25,718
369
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49
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370
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21,601
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371
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372
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4,773
-27,216
373
$395K 0.04%
+8,342
374
$394K 0.04%
5,277
-13,231
375
$393K 0.04%
34,542
+27,333
13 14
15
16 17