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
376
$392K 0.04%
13,816
-55,017
377
$390K 0.04%
+8,736
378
$390K 0.04%
16,178
+6,013
379
$389K 0.04%
+34,440
380
$388K 0.04%
16,635
+4,814
381
$388K 0.04%
35,469
+15,225
382
$388K 0.04%
+28,561
383
$386K 0.04%
18,594
+10,324
384
$384K 0.04%
+62,480
385
$384K 0.04%
+32,714
386
$384K 0.04%
5,043
-4,966
387
$384K 0.04%
15,221
-26,458
388
$383K 0.04%
6,828
+3,308
389
$380K 0.04%
4,963
-12,980
390
$377K 0.04%
+18,320
391
$375K 0.04%
9,351
-109,738
392
$375K 0.04%
37,107
+29,181
393
$375K 0.04%
3,956
-36,701
394
$372K 0.04%
3,478
-21,313
395
$371K 0.04%
18,140
+8,202
396
$368K 0.04%
4,977
+1,356
397
$367K 0.04%
5,622
-4,823
398
$367K 0.04%
2,234
-1,299
399
$364K 0.04%
16,288
-220,554
400
$364K 0.04%
6,561
-11,692
14 15
16
17 18