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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
CRWD icon
276
CrowdStrike
CRWD
$225B
– –
-12,092
Closed -$1.54M
CSCO icon
277
Cisco
CSCO
$484B
– –
-36,706
Closed -$2.55M
CSM icon
278
ProShares Large Cap Core Plus
CSM
$533M
– –
-41,436
Closed -$2.92M
CTAS icon
279
Cintas
CTAS
$82.1B
– –
-5,605
Closed -$1.25M
CTRA
280
DELISTED
Coterra Energy
CTRA
– –
-12,591
Closed -$320K
CTSH icon
281
Cognizant
CTSH
$26.1B
– –
-2,920
Closed -$228K
CTVA icon
282
Corteva
CTVA
$50.3B
– –
-4,749
Closed -$354K
CUK
283
DELISTED
Carnival PLC
CUK
– –
-26,272
Closed -$670K
CVX icon
284
Chevron
CVX
$386B
– –
-8,245
Closed -$1.18M
CYBR
285
DELISTED
CyberArk
CYBR
– –
-1,489
Closed -$606K
DAL icon
286
Delta Air Lines
DAL
$59B
– –
-5,521
Closed -$272K
DB icon
287
Deutsche Bank
DB
$72.2B
– –
-24,513
Closed -$718K
DCI icon
288
Donaldson
DCI
$11.2B
– –
-3,050
Closed -$212K
DD icon
289
DuPont de Nemours
DD
$19.5B
– –
-3,944
Closed -$340K
DELL icon
290
Dell
DELL
$301B
– –
-1,686
Closed -$207K
DFCF icon
291
Dimensional Core Fixed Income ETF
DFCF
$10.9B
– –
-8,035
Closed -$340K
DFIS icon
292
Dimensional International Small Cap ETF
DFIS
$5.88B
– –
-9,651
Closed -$288K
DGRO icon
293
iShares Core Dividend Growth ETF
DGRO
$43.7B
– –
-25,886
Closed -$1.66M
DGX icon
294
Quest Diagnostics
DGX
$26.2B
– –
-1,981
Closed -$356K
DHR icon
295
Danaher
DHR
$145B
– –
-2,893
Closed -$571K
DIA icon
296
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
– –
-1,673
Closed -$737K
DIS icon
297
Walt Disney
DIS
$178B
– –
-2,829
Closed -$351K
DKS icon
298
Dick's Sporting Goods
DKS
$18.2B
– –
-2,475
Closed -$490K
DLR icon
299
Digital Realty Trust
DLR
$72.8B
– –
-4,451
Closed -$776K
DOCU
300
DocuSign
DOCU
$11.1B
– –
-8,576
Closed -$668K
10 11
12
13 14

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RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
HCM
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KLWA
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SPM
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NC
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LSC
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GM
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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.