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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
FJANFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$29.558M
680,973 shares@ $43.41 avg price
DLSWisdomtree Tr
Recent Activity
Exited
0%
$14.354M
226,257 shares@ $63.45 avg price
SCHGSchwab Strategic Tr
Recent Activity
Exited
0%
$2.963M
29,384 shares@ $100.84 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$2.109M
2,574 shares@ $819.36 avg price
SCHOSchwab Strategic Tr
Recent Activity
Exited
0%
$2.051M
42,611 shares@ $48.14 avg price
SCHBSchwab Strategic Tr
Recent Activity
Exited
0%
$1.615M
25,684 shares@ $62.88 avg price
CORCencora Inc
Recent Activity
Exited
0%
$1.463M
6,494 shares@ $225.31 avg price
SCHRSchwab Strategic Tr
Recent Activity
Exited
0%
$1.26M
25,842 shares@ $48.78 avg price
SONYSony Group Corp
Recent Activity
Exited
0%
$1.109M
13,056 shares@ $84.95 avg price
TXTTextron Inc
Recent Activity
Exited
0%
$1.091M
12,710 shares@ $85.87 avg price