Erica Gulick
@Ami Investment Management Inc
Latest period2024 - Q4ReportedManaged Assets$307.734MTotal holdings66
Assets growth rate4.17%Assets growth rate (2-Q avg)3.63%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in Ami Investment Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 66 positions.
Assets under management
The assets under management (AUM) of Ami Investment Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 307.734M in assets, with a quarterly growth rate of 4.17% and a 2-quarter average growth rate of 3.63%. The portfolio is managed by Erica Gulick, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VGTVanguard World Fd
| 12.06% | $37.093M 59,654 shares@ $621.81 avg price | Decreased -0.01% |
VHTVanguard World Fd
| 2.52% | $7.732M 30,477 shares@ $253.7 avg price | Decreased -3.69% |
JPMJpmorgan Chase & Co.
| 2.49% | $7.644M 31,889 shares@ $239.71 avg price | Decreased -2.45% |
METAMeta Platforms Inc
| 1.79% | $5.478M 9,356 shares@ $585.53 avg price | Decreased -2.01% |
LOWLowes Cos Inc
| 1.75% | $5.364M 21,735 shares@ $246.8 avg price | Decreased -12.06% |
FIFiserv Inc
| 1.51% | $4.623M 22,503 shares@ $205.43 avg price | Decreased -15.25% |
TJXTjx Cos Inc New
| 1.34% | $4.116M 34,068 shares@ $120.82 avg price | Decreased -0.14% |
VOOVanguard Index Fds
| 1.33% | $4.077M 7,567 shares@ $538.82 avg price | Decreased -7.85% |
DISDisney Walt Co
| 1.3% | $3.98M 35,744 shares@ $111.36 avg price | Decreased -1.05% |
GHCGraham Hldgs Co
| 1.19% | $3.652M 4,189 shares@ $871.93 avg price | Decreased -1.22% |