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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
AMGN icon
176
Amgen
AMGN
$224B
– –
-5,321
Closed -$1.49M
AMP icon
177
Ameriprise Financial
AMP
$49.7B
– –
-1,758
Closed -$938K
AMT icon
178
American Tower
AMT
$79B
– –
-1,270
Closed -$281K
ANET icon
179
Arista Networks
ANET
$250B
– –
-8,406
Closed -$860K
AON icon
180
Aon
AON
$75.6B
– –
-2,867
Closed -$1.02M
APH icon
181
Amphenol
APH
$206B
– –
-8,226
Closed -$812K
APO icon
182
Apollo Global Management
APO
$82.8B
– –
-2,954
Closed -$419K
ARE icon
183
Alexandria Real Estate Equities
ARE
$8.28B
– –
-7,722
Closed -$561K
ARM icon
184
Arm
ARM
$287B
– –
-7,392
Closed -$1.2M
ARW icon
185
Arrow Electronics
ARW
$10.5B
– –
-2,092
Closed -$267K
ASML icon
186
ASML
ASML
$691B
– –
-2,890
Closed -$2.32M
ASX icon
187
ASE Group
ASX
$101B
– –
-40,219
Closed -$415K
ATO icon
188
Atmos Energy
ATO
$28.6B
– –
-3,884
Closed -$599K
AVAV icon
189
AeroVironment
AVAV
$9.92B
– –
-1,857
Closed -$529K
AVGO icon
190
Broadcom
AVGO
$1.98T
– –
-11,111
Closed -$3.06M
AWK icon
191
American Water Works
AWK
$27B
– –
-5,039
Closed -$701K
AXP icon
192
American Express
AXP
$230B
– –
-7,788
Closed -$2.48M
AZN icon
193
AstraZeneca
AZN
$246B
– –
-6,358
Closed -$889K
AZO icon
194
AutoZone
AZO
$49.7B
– –
-163
Closed -$603K
BAC icon
195
Bank of America
BAC
$448B
– –
-21,042
Closed -$996K
BALT icon
196
Innovator Defined Wealth Shield ETF
BALT
$2.79B
– –
-9,577
Closed -$307K
BBAI icon
197
BigBear.ai
BBAI
$1.6B
– –
-119,177
Closed -$809K
BBD icon
198
Banco Bradesco
BBD
$35B
– –
-189,204
Closed -$585K
BBVA icon
199
Banco Bilbao Vizcaya Argentaria
BBVA
$157B
– –
-44,389
Closed -$682K
BBY icon
200
Best Buy
BBY
$17.6B
– –
-15,862
Closed -$1.06M
6 7
8
9 10

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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
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SPM
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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.