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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
HMY icon
376
Harmony Gold Mining
HMY
$12.4B
– –
-40,239
Closed -$562K
HOLX
377
DELISTED
Hologic
HOLX
– –
-17,720
Closed -$1.15M
HOOD icon
378
Robinhood
HOOD
$85.7B
– –
-2,980
Closed -$279K
HPE icon
379
Hewlett Packard
HPE
$77B
– –
-56,937
Closed -$1.16M
HPP
380
Hudson Pacific Properties
HPP
$783M
– –
-23,764
Closed -$456K
HPQ icon
381
HP
HPQ
$26.6B
– –
-46,974
Closed -$1.15M
HRZN icon
382
Horizon Technology Finance
HRZN
$332M
– –
-106,849
Closed -$769K
HST icon
383
Host Hotels & Resorts
HST
$15.6B
– –
-22,703
Closed -$349K
HSY icon
384
Hershey
HSY
$37B
– –
-3,228
Closed -$536K
HWM icon
385
Howmet Aerospace
HWM
$113B
– –
-8,058
Closed -$1.5M
HYG icon
386
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
– –
-42,721
Closed -$3.45M
HYGV icon
387
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.1B
– –
-5,847
Closed -$240K
HYXF icon
388
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$195M
– –
-6,683
Closed -$317K
EUHY
389
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$246M
– –
-16,761
Closed -$920K
IAG icon
390
IAMGOLD
IAG
$10.4B
– –
-74,542
Closed -$548K
IBKR icon
391
Interactive Brokers
IBKR
$41.7B
– –
-6,946
Closed -$385K
IBM icon
392
IBM
IBM
$222B
– –
-9,416
Closed -$2.78M
IBN icon
393
ICICI Bank
IBN
$107B
– –
-7,884
Closed -$265K
IBRX icon
394
ImmunityBio
IBRX
$8.18B
– –
-15,201
Closed -$40.1K
ICLR icon
395
Icon
ICLR
$12.9B
– –
-5,065
Closed -$737K
IDXX icon
396
Idexx Laboratories
IDXX
$45B
– –
-1,418
Closed -$761K
IEF icon
397
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
– –
-14,118
Closed -$1.35M
IEI icon
398
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
-3,065
Closed -$365K
IFV icon
399
First Trust Dorsey Wright International Focus 5 ETF
IFV
$237M
– –
-9,376
Closed -$215K
IGSB icon
400
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
– –
-10,139
Closed -$535K
14 15
16
17 18

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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.