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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
SCHXSchwab Strategic Tr
Recent Activity
Increased 168.73%
2.55%
$7.838M
338,156 shares@ $23.19 avg price
VHTVanguard World Fd
Recent Activity
Decreased -3.69%
2.52%
$7.732M
30,477 shares@ $253.7 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.45%
2.49%
$7.644M
31,889 shares@ $239.71 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 12.8%
1.85%
$5.677M
66,278 shares@ $85.67 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -2.01%
1.79%
$5.478M
9,356 shares@ $585.53 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -12.06%
1.75%
$5.364M
21,735 shares@ $246.8 avg price
VVisa Inc
Recent Activity
Increased 9.18%
1.66%
$5.09M
16,104 shares@ $316.05 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 4.75%
1.52%
$4.665M
21,264 shares@ $219.4 avg price
FIFiserv Inc
Recent Activity
Decreased -15.25%
1.51%
$4.623M
22,503 shares@ $205.43 avg price
FDXFedex Corp
Recent Activity
Increased 2.94%
1.4%
$4.278M
15,208 shares@ $281.34 avg price