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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
IUSB icon
76
iShares Core Universal USD Bond ETF
IUSB
$43.2B
$491K 0.13%
10,512
-32,827
-76% -$1.52M
JMST icon
77
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.14B
$482K 0.13%
9,438
-33,919
-78% -$1.73M
GOOGL icon
78
Alphabet (Google) Class A
GOOGL
$4.2T
$480K 0.13%
1,974
-48,357
-96% -$10.1M
DMXF icon
79
iShares ESG Advanced MSCI EAFE ETF
DMXF
$964M
$469K 0.12%
6,193
-4,592
-43% -$342K
ESGE icon
80
iShares ESG Aware MSCI EM ETF
ESGE
$6.71B
$466K 0.12%
10,725
-7,865
-42% -$321K
GOOG icon
81
Alphabet (Google) Class C
GOOG
$4.19T
$462K 0.12%
1,897
-5,628
-75% -$1.18M
DLS icon
82
WisdomTree International SmallCap Dividend Fund
DLS
$1.07B
$440K 0.12%
+5,532
New +$431K
GWX icon
83
State Street SPDR S&P International Small Cap ETF
GWX
$919M
$437K 0.12%
10,865
-8,288
-43% -$321K
BUG icon
84
Global X Cybersecurity ETF
BUG
$1.51B
$435K 0.12%
12,366
+103
+0.8% +$3.57K
IAGG icon
85
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$431K 0.11%
8,412
-133,773
-94% -$6.84M
ORCL icon
86
Oracle
ORCL
$419B
$422K 0.11%
1,501
-6,125
-80% -$1.56M
PYLD icon
87
PIMCO Multi Sector Bond Active ETF
PYLD
$15.2B
$413K 0.11%
15,394
-65,063
-81% -$1.73M
IGIB icon
88
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$409K 0.11%
7,554
-32,561
-81% -$1.74M
IGF icon
89
iShares Global Infrastructure ETF
IGF
$10.7B
$405K 0.11%
6,622
-1,883
-22% -$113K
CLOU icon
90
Global X Cloud Computing ETF
CLOU
$270M
$398K 0.11%
17,125
+154
+0.9% +$3.53K
EES icon
91
WisdomTree US SmallCap Earnings Fund
EES
$727M
$393K 0.1%
7,040
+2,078
+42% +$113K
IWM icon
92
iShares Russell 2000 ETF
IWM
$81.8B
$386K 0.1%
1,594
-2,585
-62% -$593K
BIL icon
93
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$381K 0.1%
4,153
-249,427
-98% -$22.9M
IVW icon
94
iShares S&P 500 Growth ETF
IVW
$76.9B
$377K 0.1%
3,124
-10,849
-78% -$1.25M
BNDX icon
95
Vanguard Total International Bond ETF
BNDX
$82.9B
$377K 0.1%
7,613
-56,634
-88% -$2.79M
THRO
96
iShares U.S. Thematic Rotation Active ETF
THRO
$6.71B
$370K 0.1%
9,777
-6,710
-41% -$246K
VTWV icon
97
Vanguard Russell 2000 Value ETF
VTWV
$1.36B
$369K 0.1%
2,369
-2,286
-49% -$340K
VTWG icon
98
Vanguard Russell 2000 Growth ETF
VTWG
$1.55B
$366K 0.1%
1,564
-1,107
-41% -$244K
DYNF icon
99
BlackRock US Equity Factor Rotation ETF
DYNF
$40.1B
$360K 0.1%
6,076
-20,623
-77% -$1.17M
AMZN icon
100
Amazon
AMZN
$2.94T
$358K 0.09%
1,630
-35,022
-96% -$7.93M
2 3
4
5 6

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HCM
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KLWA
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SPM
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NC
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LSC
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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.