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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
IAGGIshares Tr
Recent Activity
Decreased -7.63%
0.84%
$10.483M
202,301 shares@ $51.83 avg price
FTECFidelity Covington Trust
Recent Activity
Decreased -12.02%
0.83%
$10.415M
59,683 shares@ $174.51 avg price
NVDANvidia Corporation
Recent Activity
Decreased -7.66%
0.82%
$10.211M
84,081 shares@ $121.45 avg price
DGROIshares Tr
Recent Activity
Decreased -8.7%
0.81%
$10.073M
160,684 shares@ $62.69 avg price
DFSVDimensional Etf Trust
Recent Activity
Decreased -0.35%
0.78%
$9.704M
315,080 shares@ $30.81 avg price
AVSCAmerican Centy Etf Tr
Recent Activity
New Position
0.76%
$9.52M
176,230 shares@ $54.02 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