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
626
$111K 0.01%
36,528
+28,430
627
$108K 0.01%
33,024
+18,420
628
$102K 0.01%
20,714
+14,164
629
$99K 0.01%
45,584
+20,112
630
$99K 0.01%
12,054
-11,857
631
$89K 0.01%
17,914
+9,352
632
$87K 0.01%
12,212
-38,510
633
$85K 0.01%
5,522
-28,850
634
$84K 0.01%
11,162
+2,897
635
$83K 0.01%
34,818
+24,897
636
$82K 0.01%
+21,390
637
$82K 0.01%
13,924
+9,252
638
$81K 0.01%
+13,316
639
$81K 0.01%
13,048
-26,968
640
$78K 0.01%
12,522
+4,595
641
$77K 0.01%
11,510
-7,118
642
$75K 0.01%
14,430
+2,456
643
$73K 0.01%
5,734
+3,232
644
$60K 0.01%
12,267
-7,102
645
$49K 0.01%
13,481
+8,209
646
$42K ﹤0.01%
+26,668
647
$42K ﹤0.01%
19,550
+12,316
648
$40K ﹤0.01%
21,407
-3,243
649
$40K ﹤0.01%
88,994
+65,733
650
$37K ﹤0.01%
31,500
-7,967
24 25
26
27 28