test

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
VNQVanguard Index Fds
Recent Activity
Increased 5.51%
0.76%
$2.319M
26,035 shares@ $89.09 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 190.68%
0.76%
$2.308M
101,676 shares@ $22.71 avg price
MUMicron Technology Inc
Recent Activity
Increased 0.85%
0.66%
$2.015M
23,941 shares@ $84.17 avg price
HSYHershey Co
Recent Activity
Increased 2.69%
0.61%
$1.864M
11,005 shares@ $169.36 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 87.18%
0.58%
$1.779M
96,144 shares@ $18.51 avg price
ELVElevance Health Inc
Recent Activity
Increased 78.26%
0.54%
$1.636M
4,435 shares@ $368.91 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 150.87%
0.5%
$1.509M
19,196 shares@ $78.62 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 298.25%
0.49%
$1.497M
53,703 shares@ $27.88 avg price
VOVanguard Index Fds
Recent Activity
Increased 22.6%
0.49%
$1.485M
5,621 shares@ $264.16 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 0.87%
0.31%
$952,478
1,863 shares@ $511.27 avg price