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
26
$4.81M 0.49%
+472,437
27
$4.75M 0.48%
798,402
+755,514
28
$4.62M 0.47%
189,816
+165,160
29
$4.13M 0.42%
+38,263
30
$4.1M 0.42%
739,371
+625,845
31
$3.99M 0.41%
405,027
+402,334
32
$3.86M 0.39%
278,387
+255,699
33
$3.66M 0.37%
354,039
+324,600
34
$3.54M 0.36%
156,971
+136,909
35
$3.51M 0.36%
183,991
+180,708
36
$3.37M 0.34%
294,383
+284,844
37
$3.27M 0.33%
29,867
+24,058
38
$3.27M 0.33%
65,229
+62,806
39
$3.01M 0.31%
27,842
+9,584
40
$2.96M 0.3%
26,830
-19,341
41
$2.88M 0.29%
26,065
+13,635
42
$2.7M 0.28%
+9,937
43
$2.54M 0.26%
18,349
+13,088
44
$2.43M 0.25%
+22,400
45
$2.42M 0.25%
60,871
+47,630
46
$2.38M 0.24%
+596
47
$2.38M 0.24%
+68,344
48
$2.32M 0.24%
12,714
+10,212
49
$2.29M 0.23%
39,580
+17,253
50
$2.24M 0.23%
21,288
+15,385
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