Long-term investor
Freedom Investment Management, Inc. @freedominvestmentmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001566653).
Record
- Tracked since 2025-12-31 (257 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days +10.6% · 6 months n/a · 1 year n/a · all +11.0%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DUHP · 13.1% · long · since 2025-12-31
- DFUS · 11.1% · long · since 2025-12-31
- DFIC · 9.1% · long · since 2025-12-31
- VTV · 9.0% · long · since 2025-12-31
- EZM · 6.0% · long · since 2025-12-31
- DFAE · 5.4% · long · since 2025-12-31
- AVDS · 4.4% · long · since 2025-12-31
- IVLU · 3.6% · long · since 2025-12-31
- REET · 3.4% · long · since 2026-03-31
- AVSC · 2.9% · long · since 2025-12-31
- DFSV · 2.9% · long · since 2025-12-31
- DFEV · 2.7% · long · since 2025-12-31