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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
BCD icon
201
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$415M
– –
-10,183
Closed -$338K
BCRX icon
202
BioCryst Pharmaceuticals
BCRX
$2.65B
– –
-24,581
Closed -$220K
BCS icon
203
Barclays
BCS
$94.3B
– –
-45,959
Closed -$854K
BDX icon
204
Becton Dickinson
BDX
$48.8B
– –
-1,500
Closed -$258K
BEPC icon
205
Brookfield Renewable
BEPC
$6.49B
– –
-23,818
Closed -$781K
BIIB icon
206
Biogen
BIIB
$30.1B
– –
-3,144
Closed -$395K
BILS icon
207
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.91B
– –
-3,682
Closed -$366K
BINC icon
208
BlackRock Flexible Income ETF
BINC
$16.3B
– –
-17,573
Closed -$929K
BIV icon
209
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
– –
-22,596
Closed -$1.75M
BJ icon
210
BJs Wholesale Club
BJ
$12B
– –
-6,831
Closed -$737K
BNY
211
Bank of New York Mellon
BNY
$110B
– –
-6,136
Closed -$559K
BKHY icon
212
BNY Mellon High Yield Beta ETF
BKHY
$161M
– –
-9,731
Closed -$470K
BLDR icon
213
Builders FirstSource
BLDR
$7.88B
– –
-7,549
Closed -$881K
BLK icon
214
Blackrock
BLK
$178B
– –
-529
Closed -$556K
BLV icon
215
Vanguard Long-Term Bond ETF
BLV
$5.72B
– –
-20,492
Closed -$1.43M
BMRN icon
216
BioMarin Pharmaceuticals
BMRN
$13.6B
– –
-5,399
Closed -$297K
BND icon
217
Vanguard Total Bond Market
BND
$161B
– –
-5,252
Closed -$387K
BMY icon
218
Bristol-Myers Squibb
BMY
$130B
– –
-15,322
Closed -$709K
BNDC icon
219
FlexShares Core Select Bond Fund
BNDC
$170M
– –
-34,433
Closed -$767K
BR icon
220
Broadridge
BR
$19.1B
– –
-1,211
Closed -$294K
BRK.B icon
221
Berkshire Hathaway Class B
BRK.B
$1.1T
– –
-3,071
Closed -$1.49M
BSCP
222
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-71,488
Closed -$1.48M
BSCQ icon
223
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
– –
-56,214
Closed -$1.1M
BSCR icon
224
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
– –
-54,846
Closed -$1.08M
BSCS icon
225
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.59B
– –
-48,494
Closed -$994K
7 8
9
10 11

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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
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
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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.