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
401
$360K 0.04%
11,586
-21,362
402
$359K 0.04%
44,728
+32,760
403
$355K 0.04%
16,876
+7,132
404
$354K 0.04%
19,300
+2,122
405
$354K 0.04%
8,561
+1,395
406
$352K 0.04%
2,536
-240,026
407
$349K 0.04%
10,517
-215
408
$347K 0.04%
8,177
+3,496
409
$347K 0.04%
+18,002
410
$347K 0.04%
3,008
-7,865
411
$346K 0.04%
4,281
-245
412
$344K 0.04%
23,605
-96,975
413
$342K 0.03%
6,046
-2,846
414
$342K 0.03%
2,402
-47,294
415
$340K 0.03%
22,058
+9,705
416
$340K 0.03%
80,647
+65,282
417
$339K 0.03%
+16,188
418
$338K 0.03%
19,738
+11,624
419
$338K 0.03%
28,221
+14,229
420
$337K 0.03%
5,930
+2,595
421
$334K 0.03%
1,347
-12,011
422
$333K 0.03%
7,660
+1,335
423
$333K 0.03%
+4,801
424
$332K 0.03%
2,298
-5,357
425
$330K 0.03%
2,106
-160,838
15 16
17
18 19