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Andrew Lucich

@Freedom Investment Management, Inc.

Latest period2024 - Q3ReportedManaged Assets$1.255BTotal holdings758
Assets growth rate2.77%Assets growth rate (2-Q avg)0.34%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Freedom Investment Management, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 758 positions.

Assets under management

The assets under management (AUM) of Freedom Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.255B in assets, with a quarterly growth rate of 2.77% and a 2-quarter average growth rate of 0.34%. The portfolio is managed by Andrew Lucich, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -5.32%
4.15%
$52.015M
90,656 shares@ $573.76 avg price
DUHPDimensional Etf Trust
Recent Activity
Increased 38.64%
3.92%
$49.166M
1.443M shares@ $34.07 avg price
VTVVanguard Index Fds
Recent Activity
Increased 25.67%
3.38%
$42.347M
242,577 shares@ $174.57 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -11.99%
2.39%
$29.905M
325,724 shares@ $91.81 avg price
DFICDimensional Etf Trust
Recent Activity
Increased 5.62%
2.02%
$25.355M
901,035 shares@ $28.15 avg price
IVLUIshares Tr
Recent Activity
Increased 4.68%
1.98%
$24.784M
839,294 shares@ $29.54 avg price
KVLEKraneshares Trust
Recent Activity
Increased 1.61%
1.81%
$22.651M
853,479 shares@ $26.55 avg price
EZMWisdomtree Tr
Recent Activity
Decreased -3.37%
1.64%
$20.543M
329,534 shares@ $62.34 avg price
DFUSDimensional Etf Trust
Recent Activity
Increased 181.73%
1.59%
$19.895M
319,861 shares@ $62.21 avg price
IEFAIshares Tr
Recent Activity
Increased 8.49%
1.53%
$19.197M
245,953 shares@ $78.06 avg price