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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 | |
|---|---|---|---|---|---|---|
476
Motorola Solutions
MSI
$77.7B
| – | – |
-651
| Closed | -$274K |
|
477
Strategy Inc
MSTR
$37.3B
| – | – |
-1,698
| Closed | -$686K |
|
478
Vail Resorts
MTN
$5.29B
| – | – |
-1,634
| Closed | -$257K |
|
479
Micron Technology
MU
$1.03T
| – | – |
-3,375
| Closed | -$416K |
|
480
Mueller Water Products
MWA
$4.09B
| – | – |
-17,580
| Closed | -$423K |
|
481
Nasdaq
NDAQ
$53.5B
| – | – |
-5,684
| Closed | -$508K |
|
482
NextEra Energy
NEE
$179B
| – | – |
-11,357
| Closed | -$788K |
|
483
Netflix
NFLX
$309B
| – | – |
-23,900
| Closed | -$3.2M |
|
484
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.03B
| – | – |
-4,769
| Closed | -$295K |
|
485
National Grid
NGG
$81.1B
| – | – |
-3,973
| Closed | -$291K |
|
486
Vitamin Cottage Natural Grocers
NGVC
$632M
| – | – |
-8,527
| Closed | -$335K |
|
487
Nice
NICE
$5.78B
| – | – |
-3,286
| Closed | -$555K |
|
488
Nike
NKE
$60.1B
| – | – |
-3,682
| Closed | -$262K |
|
489
Nomura Holdings
NMR
$29B
| – | – |
-91,643
| Closed | -$603K |
|
490
Northern Oil and Gas
NOG
$2.57B
| – | – |
-11,440
| Closed | -$324K |
|
491
Nokia
NOK
$57.6B
| – | – |
-147,623
| Closed | -$765K |
|
492
ServiceNow
NOW
$129B
| – | – |
-2,280
| Closed | -$470K |
|
493
NRG Energy
NRG
$25.4B
| – | – |
-10,928
| Closed | -$1.75M |
|
494
Energy Vault
NRGV
$710M
| – | – |
-15,460
| Closed | -$11.1K |
|
495
Norfolk Southern
NSC
$75.3B
| – | – |
-1,083
| Closed | -$277K |
|
496
Northern Trust
NTRS
$35B
| – | – |
-4,428
| Closed | -$561K |
|
|
NVO
497
Novo Nordisk
NVO
$203B
| – | – |
-22,557
| Closed | -$1.56M |
|
498
Novartis
NVS
$290B
| – | – |
-5,960
| Closed | -$721K |
|
499
NXP Semiconductors
NXPI
$58.9B
| – | – |
-8,168
| Closed | -$1.78M |
|
500
Realty Income
O
$59.2B
| – | – |
-3,893
| Closed | -$224K |
|
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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.