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
501
$260K 0.03%
19,791
-18,021
502
$257K 0.03%
3,933
-8,125
503
$257K 0.03%
7,988
-10,607
504
$257K 0.03%
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505
$256K 0.03%
11,572
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506
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3,349
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507
$254K 0.03%
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508
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15,155
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509
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510
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10,353
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511
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863
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514
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44,514
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$244K 0.02%
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-206
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$241K 0.02%
21,464
-15,616
524
$241K 0.02%
3,467
-2,165
525
$241K 0.02%
3,416
-56,901
19 20
21
22 23