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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
XLKSelect Sector Spdr Tr
Recent Activity
Increased 1.52%
1.04%
$12.957M
57,393 shares@ $225.76 avg price
DFEVDimensional Etf Trust
Recent Activity
Increased 2.68%
0.98%
$12.281M
431,524 shares@ $28.47 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 10.38%
0.88%
$10.995M
25,551 shares@ $430.3 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 37.33%
0.62%
$7.687M
169,615 shares@ $45.32 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.26%
0.62%
$7.664M
46,212 shares@ $165.85 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 0.08%
0.59%
$7.345M
39,421 shares@ $186.33 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 5.08%
0.56%
$7.029M
119,101 shares@ $59.03 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 5.31%
0.53%
$6.586M
139,508 shares@ $47.21 avg price
METAMeta Platforms Inc
Recent Activity
Increased 2.13%
0.5%
$6.237M
10,895 shares@ $572.46 avg price
SPIBSpdr Ser Tr
Recent Activity
Increased 7.06%
0.48%
$6.01M
178,292 shares@ $33.71 avg price