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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
AVDSAmerican Centy Etf Tr
Recent Activity
New Position
1.31%
$16.38M
290,579 shares@ $56.38 avg price
AVSCAmerican Centy Etf Tr
Recent Activity
New Position
0.76%
$9.52M
176,230 shares@ $54.02 avg price
KBWPInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.22%
$2.735M
23,665 shares@ $115.56 avg price
ITAIshares Tr
Recent Activity
New Position
0.2%
$2.407M
16,083 shares@ $149.64 avg price
QLDProshares Tr
Recent Activity
New Position
0.16%
$1.911M
18,981 shares@ $100.7 avg price
AVGOBroadcom Inc
Recent Activity
New Position
0.13%
$1.577M
9,142 shares@ $172.51 avg price
INCYIncyte Corp
Recent Activity
New Position
0.09%
$1.064M
16,092 shares@ $66.1 avg price
CBOECboe Global Mkts Inc
Recent Activity
New Position
0.09%
$1.023M
4,995 shares@ $204.86 avg price
CPAYCorpay Inc
Recent Activity
New Position
0.08%
$966,897
3,091 shares@ $312.82 avg price
OGEOge Energy Corp
Recent Activity
New Position
0.08%
$944,755
23,032 shares@ $41.02 avg price