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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWMIshares Tr
Recent Activity
New Position
0.22%
$663,101
3,001 shares@ $220.97 avg price
GOOGLAlphabet Inc
Recent Activity
New Position
0.07%
$207,095
1,094 shares@ $189.31 avg price