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
551
$228K 0.02%
673
-1,665
552
$227K 0.02%
9,261
-10,572
553
$227K 0.02%
2,036
-9,203
554
$226K 0.02%
1,190
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555
$226K 0.02%
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556
$225K 0.02%
8,593
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557
$225K 0.02%
7,085
-2,859
558
$224K 0.02%
+11,587
559
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561
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48,936
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$218K 0.02%
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-17,006
563
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20,937
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564
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38,403
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572
$211K 0.02%
4,295
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$211K 0.02%
1,224
-18,032
574
$210K 0.02%
10,715
-26,182
575
$209K 0.02%
6,346
-27,997
21 22
23
24 25