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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
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 16.24%
12.78%
$39.327M
675,946 shares@ $58.19 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 8.29%
5.09%
$15.644M
200,540 shares@ $78.02 avg price
VGITVanguard Scottsdale Fds
Recent Activity
Increased 15.09%
4.06%
$12.481M
215,184 shares@ $58.0 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 15.01%
4%
$12.282M
20,955 shares@ $586.1 avg price
OSEAHarbor Etf Trust
Recent Activity
Increased 9.02%
3.78%
$11.619M
449,490 shares@ $25.86 avg price
DMBSDoubleline Etf Trust
Recent Activity
Increased 12.86%
3.73%
$11.461M
238,269 shares@ $48.11 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.76%
3.05%
$9.36M
22,206 shares@ $421.51 avg price
GOOGAlphabet Inc
Recent Activity
Increased 2.89%
2.82%
$8.659M
45,467 shares@ $190.45 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 1.52%
2.74%
$8.423M
168,031 shares@ $50.14 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 168.73%
2.55%
$7.838M
338,156 shares@ $23.19 avg price