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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
DFSVDimensional Etf Trust
Recent Activity
Decreased -0.35%
0.78%
$9.704M
315,080 shares@ $30.81 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -5.15%
0.75%
$9.293M
112,045 shares@ $82.95 avg price
MRSKNorthern Lights Fd Tr
Recent Activity
Decreased -4.39%
0.73%
$9.113M
280,312 shares@ $32.52 avg price
TLTIshares Tr
Recent Activity
Decreased -6.61%
0.65%
$8.082M
82,382 shares@ $98.11 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -2.74%
0.63%
$7.867M
51,076 shares@ $154.03 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -1.26%
0.54%
$6.707M
229,842 shares@ $29.19 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -5.53%
0.51%
$6.311M
119,393 shares@ $52.87 avg price
LQDIshares Tr
Recent Activity
Decreased -31.47%
0.42%
$5.225M
46,243 shares@ $112.98 avg price
MDYVSpdr Ser Tr
Recent Activity
Decreased -9.5%
0.42%
$5.219M
65,675 shares@ $79.46 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Decreased -29.45%
0.4%
$4.963M
97,822 shares@ $50.74 avg price