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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
JPIE icon
426
JPMorgan Income ETF
JPIE
$10.3B
– –
-10,002
Closed -$463K
JPM icon
427
JPMorgan Chase
JPM
$971B
– –
-7,147
Closed -$2.07M
JPST icon
428
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
– –
-23,746
Closed -$1.2M
KB icon
429
KB Financial Group
KB
$41.4B
– –
-3,567
Closed -$295K
KGC icon
430
Kinross Gold
KGC
$32.6B
– –
-35,780
Closed -$559K
KLAC icon
431
KLA
KLAC
$272B
– –
-22,840
Closed -$2.05M
KMB icon
432
Kimberly-Clark
KMB
$36.2B
– –
-1,727
Closed -$223K
KO icon
433
Coca-Cola
KO
$373B
– –
-6,998
Closed -$495K
KR icon
434
Kroger
KR
$34.3B
– –
-5,999
Closed -$430K
KRC icon
435
Kilroy Realty
KRC
$4.22B
– –
-14,101
Closed -$484K
KT icon
436
KT
KT
$8.83B
– –
-29,929
Closed -$622K
KVUE icon
437
Kenvue
KVUE
$36.5B
– –
-9,595
Closed -$201K
LDOS icon
438
Leidos
LDOS
$17.6B
– –
-8,815
Closed -$1.39M
LEN icon
439
Lennar Class A
LEN
$20.5B
– –
-9,332
Closed -$1.03M
LH icon
440
Labcorp
LH
$26.2B
– –
-1,448
Closed -$380K
LHX icon
441
L3Harris
LHX
$54.1B
– –
-3,165
Closed -$794K
LLY icon
442
Eli Lilly
LLY
$1.09T
– –
-3,875
Closed -$3.02M
LMBS icon
443
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.39B
– –
-4,669
Closed -$230K
LMT icon
444
Lockheed Martin
LMT
$140B
– –
-710
Closed -$329K
LNG icon
445
Cheniere Energy
LNG
$55.4B
– –
-3,735
Closed -$909K
LNT icon
446
Alliant Energy
LNT
$18.2B
– –
-4,424
Closed -$268K
LOGI icon
447
Logitech
LOGI
$14.8B
– –
-3,155
Closed -$284K
LQD icon
448
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
– –
-40,795
Closed -$4.47M
LRCX icon
449
Lam Research
LRCX
$408B
– –
-8,430
Closed -$821K
LUNR icon
450
Intuitive Machines
LUNR
$2.72B
– –
-14,106
Closed -$153K
16 17
18
19 20

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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.