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
151
$1.01M 0.1%
6,243
-267,077
152
$1.01M 0.1%
14,001
+3,061
153
$996K 0.1%
677,440
+617,180
154
$993K 0.1%
18,857
+16,049
155
$992K 0.1%
+7,430
156
$985K 0.1%
7,278
-110,896
157
$980K 0.1%
+27,180
158
$980K 0.1%
11,372
-9,771
159
$978K 0.1%
9,948
-49,386
160
$977K 0.1%
17,824
-58,517
161
$974K 0.1%
10,447
+3,999
162
$952K 0.1%
15,575
+2,627
163
$947K 0.1%
38,217
+19,635
164
$941K 0.1%
132,805
+124,889
165
$914K 0.09%
13,659
+7,443
166
$913K 0.09%
52,164
-48,536
167
$911K 0.09%
23,048
+10,246
168
$908K 0.09%
66,755
+55,512
169
$901K 0.09%
+51,854
170
$900K 0.09%
23,918
+18,728
171
$895K 0.09%
+12,455
172
$894K 0.09%
17,573
-99,978
173
$894K 0.09%
16,645
-6,846
174
$893K 0.09%
224,760
+197,180
175
$883K 0.09%
14,924
-43,001
5 6
7
8 9