Freedom Investment Management, Inc.

CIK 0001566653 · Q2 2026

13F Equity AUM

$359.2M

+6.6% QoQ

Positions

106

-106 QoQ

AUM Rank

#5,964

Top 48%

Skill Alpha (FF)

-2.2%/yr

Underperformer

Rank #5,434 · Top 66%

vs S&P -5.6%/yr (unadj.)

Quarters Tracked

~14 years

Portfolio Concentration

Top 5: 48.3%Top 10: 68.0%Top 20: 83.6%

DUHP13.1%

DFUS11.1%

DFIC9.1%

VTV9.0%

EZM6.0%

DFAE5.3%

AVDS4.4%

IVLU3.6%

REET3.4%

AVSC2.9%

Others (96)32.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 106Median: 0.14%Avg: 0.94%

0–0.5%

80(12.4%)

0.5–1%

9(6.5%)

1–3%

8(16.0%)

3–5%

3(11.4%)

5%+

6(53.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 106vs 20 funds

0%Low

106

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...