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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
(-70%)
Cap. Flow
-$911M
Cap. Flow
% of AUM
-240.8%
Top 10 Holdings %
Top 10 Hldgs %
67.56%
Holding
739
New
5
Increased
7
Reduced
128
Closed
599
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$1.45M |
| 2 |
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 |
KraneShares Value Line Dynamic Dividend Equity Index ETF
KVLE
|
+$473K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$59.5M |
| 2 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$22.9M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$20.3M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$18.4M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
451
Lloyds Banking Group
LYG
$89.8B
| – | – |
-53,311
| Closed | -$227K |
|
452
Mastercard
MA
$490B
| – | – |
-4,911
| Closed | -$2.76M |
|
453
Mid-America Apartment Communities
MAA
$15.4B
| – | – |
-2,945
| Closed | -$436K |
|
454
Marriott International
MAR
$92.5B
| – | – |
-3,751
| Closed | -$1.02M |
|
455
Matsons
MATX
$6.41B
| – | – |
-2,325
| Closed | -$259K |
|
456
iShares MBS ETF
MBB
$39B
| – | – |
-10,506
| Closed | -$986K |
|
457
McDonald's
MCD
$195B
| – | – |
-3,270
| Closed | -$955K |
|
458
Microchip Technology
MCHP
$43.1B
| – | – |
-3,006
| Closed | -$212K |
|
459
Moody's
MCO
$82.8B
| – | – |
-1,278
| Closed | -$641K |
|
460
Pediatrix Medical
MD
$2.15B
| – | – |
-10,549
| Closed | -$151K |
|
461
Mondelez International
MDLZ
$79.4B
| – | – |
-7,214
| Closed | -$487K |
|
462
Medtronic
MDT
$116B
| – | – |
-11,487
| Closed | -$1M |
|
463
Mercado Libre
MELI
$92.7B
| – | – |
-519
| Closed | -$1.36M |
|
464
MetLife
MET
$61.4B
| – | – |
-10,456
| Closed | -$841K |
|
465
Mizuho Financial
MFG
$132B
| – | – |
-106,539
| Closed | -$592K |
|
466
Mueller Industries
MLI
$15.1B
| – | – |
-24,448
| Closed | -$971K |
|
|
MRSH
467
Marsh
MRSH
$90.1B
| – | – |
-6,215
| Closed | -$1.36M |
|
468
MakeMyTrip
MMYT
$5.67B
| – | – |
-11,612
| Closed | -$1.14M |
|
469
Altria Group
MO
$107B
| – | – |
-3,566
| Closed | -$209K |
|
470
Molina Healthcare
MOH
$10.8B
| – | – |
-1,272
| Closed | -$379K |
|
471
Merck
MRK
$328B
| – | – |
-31,755
| Closed | -$2.51M |
|
472
Moderna
MRNA
$25.4B
| – | – |
-14,759
| Closed | -$407K |
|
473
Toews Agility Shares Managed Risk ETF
MRSK
$320M
| – | – |
-281,164
| Closed | -$9.44M |
|
474
Marvell Technology
MRVL
$195B
| – | – |
-9,276
| Closed | -$718K |
|
475
MSCI
MSCI
$40.9B
| – | – |
-3,186
| Closed | -$1.84M |
|
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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.