Erica Gulick

@Ami Investment Management Inc

Latest period2024 - Q4

Reported2d ago

Managed Assets$307.734M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SCTXXSchwab Charles Family Fd Recent Activity Exited	0%	$324,883 324,882 shares@ $1.01 avg price	Exited
SCHVSchwab Strategic Tr Recent Activity Exited	0%	$273,580 3,404 shares@ $80.38 avg price	Exited
KOCoca Cola Co Recent Activity Exited	0%	$233,543 3,250 shares@ $71.86 avg price	Exited
PSXPhillips 66 Recent Activity Exited	0%	$227,278 1,729 shares@ $131.46 avg price	Exited
MCDMcdonalds Corp Recent Activity Exited	0%	$203,228 667 shares@ $304.69 avg price	Exited
WRBBerkley W R Corp Recent Activity Exited	0%	$201,505 3,552 shares@ $56.74 avg price	Exited