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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
CFCf Inds Hldgs Inc
Recent Activity
Exited
0%
$1.026M
13,840 shares@ $74.12 avg price
VRSNVerisign Inc
Recent Activity
Exited
0%
$942,789
5,303 shares@ $177.79 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$887,855
1,128 shares@ $787.11 avg price
WTRGEssential Utils Inc
Recent Activity
Exited
0%
$858,573
23,000 shares@ $37.33 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$791,775
7,704 shares@ $102.78 avg price
MUFGMitsubishi Ufj Finl Group In
Recent Activity
Exited
0%
$791,438
73,281 shares@ $10.81 avg price
LRCXLam Research Corp
Recent Activity
Exited
0%
$709,390
666 shares@ $1065.16 avg price
HALHalliburton Co
Recent Activity
Exited
0%
$667,807
19,769 shares@ $33.79 avg price
SMFGSumitomo Mitsui Finl Group I
Recent Activity
Exited
0%
$663,761
49,497 shares@ $13.42 avg price
SHELShell Plc
Recent Activity
Exited
0%
$656,070
9,089 shares@ $72.19 avg price