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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
DFAEDimensional Etf Trust
Recent Activity
Increased 3.5%
1.5%
$18.724M
683,109 shares@ $27.42 avg price
BONDPimco Etf Tr
Recent Activity
Increased 0.51%
1.49%
$18.626M
196,868 shares@ $94.62 avg price
AGGIshares Tr
Recent Activity
Increased 3.7%
1.4%
$17.498M
172,788 shares@ $101.27 avg price
AVDSAmerican Centy Etf Tr
Recent Activity
New Position
1.31%
$16.38M
290,579 shares@ $56.38 avg price
IJHIshares Tr
Recent Activity
Decreased -10.13%
1.14%
$14.191M
227,706 shares@ $62.33 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 1.52%
1.04%
$12.957M
57,393 shares@ $225.76 avg price
AAPLApple Inc
Recent Activity
Decreased -17.98%
0.99%
$12.367M
53,075 shares@ $233.01 avg price
DFEVDimensional Etf Trust
Recent Activity
Increased 2.68%
0.98%
$12.281M
431,524 shares@ $28.47 avg price
SGOLEtfs Gold Tr
Recent Activity
Decreased -6.36%
0.89%
$11.087M
441,197 shares@ $25.14 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 10.38%
0.88%
$10.995M
25,551 shares@ $430.3 avg price