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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
DOX icon
301
Amdocs
DOX
$6.09B
– –
-7,734
Closed -$706K
DRI icon
302
Darden Restaurants
DRI
$25.4B
– –
-4,212
Closed -$918K
DSI icon
303
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
– –
-3,058
Closed -$355K
DSGX icon
304
Descartes Systems
DSGX
$6.59B
– –
-2,613
Closed -$266K
DVA icon
305
DaVita
DVA
$11.5B
– –
-1,648
Closed -$235K
DVN icon
306
Devon Energy
DVN
$49.6B
– –
-8,172
Closed -$260K
DVYE icon
307
iShares Emerging Markets Dividend ETF
DVYE
$1.21B
– –
-7,594
Closed -$218K
DWX icon
308
State Street SPDR S&P International Dividend ETF
DWX
$528M
– –
-19,077
Closed -$804K
DXCM icon
309
DexCom
DXCM
$34.2B
– –
-3,991
Closed -$348K
EBAY icon
310
eBay
EBAY
$45.6B
– –
-14,101
Closed -$1.05M
EBND icon
311
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.28B
– –
-13,995
Closed -$299K
EFG icon
312
iShares MSCI EAFE Growth ETF
EFG
$17.3B
– –
-5,993
Closed -$671K
EMB icon
313
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
– –
-8,227
Closed -$762K
EME icon
314
Emcor
EME
$37B
– –
-2,410
Closed -$1.29M
EMR icon
315
Emerson Electric
EMR
$91.7B
– –
-3,609
Closed -$481K
EOG icon
316
EOG Resources
EOG
$75B
– –
-11,088
Closed -$1.33M
EQIX icon
317
Equinix
EQIX
$105B
– –
-572
Closed -$455K
ERIC icon
318
Ericsson
ERIC
$33.4B
– –
-11,526
Closed -$97.7K
EMBJ
319
Embraer S.A. ADS
EMBJ
$13.2B
– –
-11,910
Closed -$678K
ERX icon
320
Direxion Daily Energy Bull 2X ETF
ERX
$244M
– –
-20,025
Closed -$1.03M
ESGU icon
321
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
– –
-2,529
Closed -$342K
ESLT icon
322
Elbit Systems
ESLT
$36.7B
– –
-668
Closed -$300K
ETN icon
323
Eaton
ETN
$180B
– –
-2,443
Closed -$872K
EVLV icon
324
Evolv Technologies
EVLV
$1B
– –
-13,339
Closed -$83.2K
EWJ icon
325
iShares MSCI Japan ETF
EWJ
$23B
– –
-5,956
Closed -$447K
11 12
13
14 15

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NI
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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
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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.