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
201
$791K 0.08%
652
-2,560
202
$789K 0.08%
27,077
+21,041
203
$789K 0.08%
36,462
+23,721
204
$785K 0.08%
15,902
-8,560
205
$783K 0.08%
447,343
+434,875
206
$780K 0.08%
+15,640
207
$769K 0.08%
7,312
-58
208
$758K 0.08%
31,221
+8,125
209
$757K 0.08%
+2,018
210
$755K 0.08%
31,151
+15,298
211
$754K 0.08%
5,386
-1,281
212
$739K 0.08%
+1,215
213
$732K 0.07%
39,068
+24,372
214
$732K 0.07%
4,853
-2,869
215
$731K 0.07%
+43,249
216
$730K 0.07%
110,541
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217
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218
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11,260
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219
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21,869
+16,622
220
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35,607
+31,198
221
$711K 0.07%
34,610
+16,730
222
$708K 0.07%
9,582
-53,697
223
$707K 0.07%
981
-1,832
224
$706K 0.07%
+21,111
225
$705K 0.07%
+105,411
7 8
9
10 11