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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
SIVR icon
601
abrdn Physical Silver Shares ETF
SIVR
$4.54B
– –
-6,230
Closed -$214K
SKM icon
602
SK Telecom
SKM
$13.4B
– –
-15,134
Closed -$353K
SKWD icon
603
Skyward Specialty Insurance
SKWD
$2.44B
– –
-4,062
Closed -$235K
SLG icon
604
SL Green Realty
SLG
$3.98B
– –
-12,271
Closed -$760K
SLQD icon
605
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
– –
-12,019
Closed -$608K
SLV icon
606
iShares Silver Trust
SLV
$31.8B
– –
-29,094
Closed -$955K
SMB icon
607
VanEck Short Muni ETF
SMB
$314M
– –
-48,922
Closed -$844K
SMCI icon
608
Super Micro Computer
SMCI
$24.2B
– –
-34,143
Closed -$1.67M
SMG icon
609
ScottsMiracle-Gro
SMG
$3.61B
– –
-3,835
Closed -$253K
SMIZ icon
610
Zacks Small/Mid Cap ETF
SMIZ
$282M
– –
-13,087
Closed -$444K
SMMV icon
611
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$291M
– –
-8,165
Closed -$343K
SMWB icon
612
Similarweb
SMWB
$753M
– –
-11,471
Closed -$89.9K
SNA icon
613
Snap-on
SNA
$21.1B
– –
-3,945
Closed -$1.23M
SNEX icon
614
StoneX
SNEX
$8.21B
– –
-15,633
Closed -$633K
SNPS icon
615
Synopsys
SNPS
$79.2B
– –
-2,400
Closed -$1.23M
SNX icon
616
TD Synnex
SNX
$20.5B
– –
-2,210
Closed -$300K
SO icon
617
Southern Company
SO
$106B
– –
-9,401
Closed -$863K
SONY icon
618
Sony
SONY
$137B
– –
-52,570
Closed -$1.37M
SOUN icon
619
SoundHound AI
SOUN
$3.26B
– –
-21,710
Closed -$233K
SPEM icon
620
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
– –
-5,641
Closed -$241K
SPG icon
621
Simon Property Group
SPG
$71.3B
– –
-1,958
Closed -$315K
SPGI icon
622
S&P Global
SPGI
$120B
– –
-439
Closed -$232K
SPIB icon
623
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
– –
-194,884
Closed -$6.54M
SPYM
624
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
– –
-33,127
Closed -$2.41M
SPMO icon
625
Invesco S&P 500 Momentum ETF
SPMO
$22.2B
– –
-18,175
Closed -$2.04M
23 24
25
26 27

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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.