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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
BILSpdr Ser Tr
Recent Activity
Decreased -11.99%
2.39%
$29.905M
325,724 shares@ $91.81 avg price
EZMWisdomtree Tr
Recent Activity
Decreased -3.37%
1.64%
$20.543M
329,534 shares@ $62.34 avg price
IJHIshares Tr
Recent Activity
Decreased -10.13%
1.14%
$14.191M
227,706 shares@ $62.33 avg price
AAPLApple Inc
Recent Activity
Decreased -17.98%
0.99%
$12.367M
53,075 shares@ $233.01 avg price
SGOLEtfs Gold Tr
Recent Activity
Decreased -6.36%
0.89%
$11.087M
441,197 shares@ $25.14 avg price
IAGGIshares Tr
Recent Activity
Decreased -7.63%
0.84%
$10.483M
202,301 shares@ $51.83 avg price
FTECFidelity Covington Trust
Recent Activity
Decreased -12.02%
0.83%
$10.415M
59,683 shares@ $174.51 avg price
NVDANvidia Corporation
Recent Activity
Decreased -7.66%
0.82%
$10.211M
84,081 shares@ $121.45 avg price
DGROIshares Tr
Recent Activity
Decreased -8.7%
0.81%
$10.073M
160,684 shares@ $62.69 avg price