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
526
$240K 0.02%
13,854
-21,684
527
$239K 0.02%
6,969
-10,103
528
$239K 0.02%
+6,205
529
$238K 0.02%
+5,210
530
$238K 0.02%
10,593
-939,739
531
$238K 0.02%
132,496
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532
$237K 0.02%
4,341
-22,326
533
$237K 0.02%
30,952
+10,342
534
$237K 0.02%
5,670
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535
$237K 0.02%
69,230
+54,770
536
$236K 0.02%
3,611
-67
537
$236K 0.02%
10,908
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538
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2,894
-13,720
539
$235K 0.02%
3,746
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540
$234K 0.02%
36,232
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541
$234K 0.02%
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1,563
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$234K 0.02%
2,749
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544
$233K 0.02%
1,943
-33,247
545
$230K 0.02%
3,189
-10,491
546
$229K 0.02%
7,386
-20,289
547
$229K 0.02%
+7,610
548
$229K 0.02%
7,733
-12,791
549
$229K 0.02%
2,437
-145,162
550
$228K 0.02%
+8,346
20 21
22
23 24