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
76
$1.62M 0.17%
296,052
+287,943
77
$1.62M 0.16%
+5,901
78
$1.61M 0.16%
36,855
+32,897
79
$1.61M 0.16%
21,032
+7,210
80
$1.61M 0.16%
18,161
+13,515
81
$1.6M 0.16%
+116,305
82
$1.6M 0.16%
15,920
-4,434
83
$1.59M 0.16%
+44,894
84
$1.58M 0.16%
+75,116
85
$1.56M 0.16%
34,516
+23,891
86
$1.55M 0.16%
15,941
+565
87
$1.54M 0.16%
15,947
-66,532
88
$1.51M 0.15%
154,939
+150,599
89
$1.51M 0.15%
37,593
-13,473
90
$1.5M 0.15%
16,207
-41,605
91
$1.49M 0.15%
+296,580
92
$1.49M 0.15%
425,590
+365,530
93
$1.48M 0.15%
13,621
+10,892
94
$1.45M 0.15%
8,265
-43,274
95
$1.45M 0.15%
30,409
+27,150
96
$1.45M 0.15%
8,107
+201
97
$1.42M 0.14%
131,702
+113,537
98
$1.39M 0.14%
16,031
+6,774
99
$1.37M 0.14%
48,949
+36,872
100
$1.37M 0.14%
16,592
-19,173
2 3
4
5 6