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FIM

Freedom Investment Management Portfolio holdings

AUM $359M
1-Year Est. Return 23.01%
This Fund
S&P 500
This Quarter Est. Return
+6.78%
1 Year Est. Return
+23.01%
3 Year Est. Return
+68.48%
5 Year Est. Return
+80.23%
10 Year Est. Return
+247.18%
AUM
$378M
AUM Growth
-$875M
Cap. Flow
-$911M
Cap. Flow %
-240.8%
Top 10 Hldgs %
67.56%
Holding
739
New
5
Increased
7
Reduced
128
Closed
599

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.45M
2
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$724K
3
BDYN
iShares Dynamic Equity Active ETF
BDYN
+$521K
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$486K
5
KVLE icon
KraneShares Value Line Dynamic Dividend Equity Index ETF
KVLE
+$473K

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$59.5M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$22.9M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$20.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$18.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15.3M

Sector Composition

Rank Sector Weight
1 Technology 1.34%
2 Financials 0.48%
3 Communication Services 0.33%
4 Consumer Discretionary 0.15%
5 Healthcare 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CEG icon
251
Constellation Energy
CEG
$100B
– –
-2,043
Closed -$659K
CGDV icon
252
Capital Group Dividend Value ETF
CGDV
$38.8B
– –
-16,545
Closed -$653K
CGGR icon
253
Capital Group Growth ETF
CGGR
$25.1B
– –
-10,264
Closed -$417K
CGIE icon
254
Capital Group International Equity ETF
CGIE
$2.47B
– –
-6,752
Closed -$222K
CGMU icon
255
Capital Group Municipal Income ETF
CGMU
$6.58B
– –
-9,706
Closed -$259K
CGUS icon
256
Capital Group Core Equity ETF
CGUS
$11.9B
– –
-18,392
Closed -$679K
CGXU icon
257
Capital Group International Focus Equity ETF
CGXU
$6.62B
– –
-8,268
Closed -$224K
CHKP icon
258
Check Point Software Technologies
CHKP
$13.2B
– –
-4,605
Closed -$1.02M
CI icon
259
Cigna
CI
$72.3B
– –
-3,503
Closed -$1.16M
CIFR icon
260
Cipher Digital
CIFR
$7.39B
– –
-59,071
Closed -$282K
CIG icon
261
CEMIG Preferred Shares
CIG
$5.66B
– –
-15,765
Closed -$30.9K
CLOI icon
262
VanEck CLO ETF
CLOI
$1.53B
– –
-4,770
Closed -$253K
CLS icon
263
Celestica
CLS
$42.5B
– –
-4,473
Closed -$698K
CMCSA icon
264
Comcast
CMCSA
$89.8B
– –
-9,195
Closed -$328K
CME icon
265
CME Group
CME
$94B
– –
-2,034
Closed -$561K
CMG icon
266
Chipotle Mexican Grill
CMG
$41.5B
– –
-4,261
Closed -$239K
CMI icon
267
Cummins
CMI
$87.9B
– –
-1,472
Closed -$482K
CNO icon
268
CNO Financial Group
CNO
$5.08B
– –
-5,822
Closed -$225K
COP icon
269
ConocoPhillips
COP
$151B
– –
-8,817
Closed -$791K
COR icon
270
Cencora
COR
$61.3B
– –
-1,559
Closed -$467K
COST icon
271
Costco
COST
$420B
– –
-1,660
Closed -$1.64M
CPRT icon
272
Copart
CPRT
$26.7B
– –
-12,650
Closed -$621K
CRBU icon
273
Caribou Biosciences
CRBU
$167M
– –
-32,513
Closed -$41K
CRM icon
274
Salesforce
CRM
$157B
– –
-4,568
Closed -$1.25M
CRSP icon
275
CRISPR Therapeutics
CRSP
$5.2B
– –
-9,000
Closed -$438K
9 10
11
12 13

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NI
NFC Investments Memphis, Tennessee $359M AUM 11.31% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
HCM
Heights Capital Management San Francisco, California $359M AUM 8.03% 1-Year Est. Return
KLWA
Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return
SPM
Symmetry Peak Management Radnor, Pennsylvania $359M AUM 146.87% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
GM
Granger Management New York $358M AUM 18.36% 1-Year Est. Return

Freedom Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Freedom Investment Management held 739 positions worth $378M, down 70% from $1.25B the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Freedom Investment Management withdrew a net $911M in Q3 2025, closing 599 positions and reducing 128 holdings. Its most notable exit was abrdn Physical Gold Shares ETF, an estimated $12.8M position sold in full.

By sector, the portfolio is most concentrated in Technology at 1.3% of assets, down from 10% a quarter earlier, followed by Financials and Communication Services.

Against the trend, Freedom Investment Management opened a new position in Berkshire Hathaway Class A worth $1.51M.

  • Freedom Investment Management's largest Q3 2025 buy was Berkshire Hathaway Class A: 2 shares worth $1.51M.
  • Freedom Investment Management added most to KraneShares Value Line Dynamic Dividend Equity Index ETF in Q3 2025, an estimated $473K increase.
  • Freedom Investment Management's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $59.5M.
  • Freedom Investment Management fully exited abrdn Physical Gold Shares ETF in Q3 2025, selling an estimated $12.8M.
  • Freedom Investment Management's ten largest holdings make up 68% of its $378M portfolio in Q3 2025.
  • Freedom Investment Management opened 5 new positions and closed 599 in Q3 2025.
  • Freedom Investment Management's portfolio value fell 70% quarter-over-quarter to $378M.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.