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
51
$2.11M 0.22%
198,770
+196,520
52
$2.05M 0.21%
115,056
+107,668
53
$2.04M 0.21%
109,910
-221,056
54
$2.03M 0.21%
19,505
-85,401
55
$1.98M 0.2%
23,754
+4,251
56
$1.95M 0.2%
4,201
-3,130
57
$1.94M 0.2%
+2,989
58
$1.91M 0.19%
20,444
+17,002
59
$1.84M 0.19%
19,718
+15,038
60
$1.82M 0.19%
145,924
+109,602
61
$1.82M 0.19%
17,083
+3,788
62
$1.81M 0.18%
28,268
+7,799
63
$1.81M 0.18%
586,746
+579,708
64
$1.8M 0.18%
42,321
+25,629
65
$1.79M 0.18%
17,780
-728
66
$1.78M 0.18%
17,792
+12,242
67
$1.74M 0.18%
16,859
-5,120
68
$1.74M 0.18%
78,427
+74,013
69
$1.69M 0.17%
20,064
-50,393
70
$1.68M 0.17%
34,877
-77,032
71
$1.68M 0.17%
46,769
+12,462
72
$1.68M 0.17%
+14,236
73
$1.65M 0.17%
18,927
-6,767
74
$1.64M 0.17%
57,934
+45,361
75
$1.63M 0.17%
+18,077
1 2
3
4 5