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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
WMTWalmart Inc
Recent Activity
Decreased -39.04%
0.26%
$774,480
8,572 shares@ $90.35 avg price
IWMIshares Tr
Recent Activity
New Position
0.22%
$663,101
3,001 shares@ $220.97 avg price
MUBIshares Tr
Recent Activity
Increased 54.19%
0.21%
$626,408
5,879 shares@ $106.56 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -4.89%
0.19%
$569,508
3,397 shares@ $167.66 avg price
ADPAutomatic Data Processing In
Recent Activity
0.11%
$322,003
1,100 shares@ $292.73 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -3.46%
0.11%
$314,872
1,589 shares@ $198.16 avg price
EEMIshares Tr
Recent Activity
Decreased -8.95%
0.1%
$297,592
7,116 shares@ $41.83 avg price
ADIAnalog Devices Inc
Recent Activity
0.1%
$297,444
1,400 shares@ $212.46 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.46%
0.1%
$290,269
1,285 shares@ $225.9 avg price
EFAIshares Tr
Recent Activity
Decreased -10.9%
0.1%
$282,404
3,735 shares@ $75.62 avg price