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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
ELVElevance Health Inc
Recent Activity
Increased 78.26%
0.54%
$1.636M
4,435 shares@ $368.91 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -4.35%
0.53%
$1.607M
60,332 shares@ $26.63 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
ORCLOracle Corp
Recent Activity
Decreased -8.63%
0.41%
$1.242M
7,452 shares@ $166.65 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -0.76%
0.35%
$1.05M
21,955 shares@ $47.82 avg price
PEPPepsico Inc
Recent Activity
Decreased -45.42%
0.34%
$1.016M
6,684 shares@ $152.07 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 0.87%
0.31%
$952,478
1,863 shares@ $511.27 avg price
EPDEnterprise Prods Partners L
Recent Activity
Decreased -1.72%
0.3%
$913,266
29,122 shares@ $31.37 avg price