Erica Gulick

@Ami Investment Management Inc

Latest period2024 - Q4

Reported3d ago

Managed Assets$307.734M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
COSTCostco Whsl Corp New Recent Activity Increased 0.42%	0.08%	$219,905 240 shares@ $916.28 avg price	Increased 0.42%
VYMIVanguard Whitehall Fds Recent Activity Decreased -34.78%	0.08%	$217,827 3,209 shares@ $67.89 avg price	Decreased -34.78%
ETEnergy Transfer L P Recent Activity	0.08%	$215,432 10,997 shares@ $19.6 avg price
GOOGLAlphabet Inc Recent Activity New Position	0.07%	$207,095 1,094 shares@ $189.31 avg price	New Position
SRCE1st Source Corp Recent Activity	0.07%	$200,828 3,440 shares@ $58.39 avg price
HBNCHorizon Bancorp Inc Recent Activity Increased 10.25%	0.07%	$192,225 11,932 shares@ $16.12 avg price	Increased 10.25%