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
101
$1.36M 0.14%
+21,305
102
$1.36M 0.14%
47,620
+46,325
103
$1.35M 0.14%
14,235
+4,105
104
$1.34M 0.14%
4,588
-6,673
105
$1.32M 0.13%
9,930
-615
106
$1.32M 0.13%
41,373
+32,696
107
$1.31M 0.13%
8,372
-21,457
108
$1.28M 0.13%
29,494
-10,391
109
$1.27M 0.13%
25,709
+12,645
110
$1.27M 0.13%
13,511
-500
111
$1.27M 0.13%
20,824
+7,100
112
$1.24M 0.13%
+13,358
113
$1.23M 0.13%
56,225
+51,202
114
$1.23M 0.13%
11,202
+8,104
115
$1.22M 0.12%
13,282
-537,706
116
$1.22M 0.12%
31,522
+14,216
117
$1.21M 0.12%
14,498
-27,813
118
$1.21M 0.12%
54,628
+17,940
119
$1.19M 0.12%
8,369
-12,208
120
$1.19M 0.12%
44,203
+36,652
121
$1.18M 0.12%
16,462
-32,502
122
$1.18M 0.12%
12,689
+4,074
123
$1.18M 0.12%
+27,558
124
$1.18M 0.12%
32,652
+22,180
125
$1.17M 0.12%
233,244
+214,561
3 4
5
6 7