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
426
$330K 0.03%
26,472
+22,539
427
$329K 0.03%
863
-1,038
428
$327K 0.03%
3,944
-4,889
429
$327K 0.03%
50,921
-436
430
$326K 0.03%
4,579
-2,081
431
$326K 0.03%
+14,985
432
$325K 0.03%
13,230
+2,960
433
$321K 0.03%
58,486
+47,521
434
$320K 0.03%
27,354
+23,968
435
$318K 0.03%
+8,157
436
$317K 0.03%
12,827
-5,085
437
$316K 0.03%
4,389
-32,870
438
$316K 0.03%
13,969
-122,683
439
$315K 0.03%
1,267
-199,266
440
$315K 0.03%
13,537
-65,032
441
$314K 0.03%
18,274
+8,546
442
$311K 0.03%
6,480
-7,254
443
$311K 0.03%
5,058
-6,841
444
$311K 0.03%
30,044
-35,328
445
$311K 0.03%
5,180
+439
446
$311K 0.03%
10,218
+3,266
447
$310K 0.03%
37,100
-53,406
448
$309K 0.03%
94,160
+37,950
449
$308K 0.03%
4,446
-5,949
450
$305K 0.03%
2,641
+125
16 17
18
19 20