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
176
$878K 0.09%
8,612
+416
177
$876K 0.09%
56,222
+54,537
178
$875K 0.09%
215,398
+203,455
179
$870K 0.09%
141,657
+138,066
180
$866K 0.09%
11,270
+7,720
181
$866K 0.09%
32,925
+10,514
182
$864K 0.09%
39,147
+23,664
183
$860K 0.09%
19,092
-5,576
184
$857K 0.09%
+7,388
185
$856K 0.09%
19,369
+5,260
186
$844K 0.09%
17,416
+9,879
187
$833K 0.08%
72,577
+55,323
188
$832K 0.08%
9,325
-36,398
189
$829K 0.08%
39,194
+12,768
190
$828K 0.08%
+17,515
191
$828K 0.08%
29,919
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192
$827K 0.08%
37,558
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193
$822K 0.08%
13,826
+12,264
194
$805K 0.08%
9,577
-285
195
$804K 0.08%
12,199
-16,615
196
$799K 0.08%
9,302
-11,612
197
$798K 0.08%
9,218
-4,126
198
$797K 0.08%
25,377
-186,728
199
$794K 0.08%
14,888
-55,504
200
$792K 0.08%
8,812
-8,745
6 7
8
9 10