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Amber Erwin

@Am Investment Strategies Llc

Latest period2024 - Q3ReportedManaged Assets$411.251MTotal holdings105
Assets growth rate1.4%Assets growth rate (2-Q avg)2.17%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Am Investment Strategies Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 105 positions.

Assets under management

The assets under management (AUM) of Am Investment Strategies Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 411.251M in assets, with a quarterly growth rate of 1.4% and a 2-quarter average growth rate of 2.17%. The portfolio is managed by Amber Erwin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SOSouthern Co
Recent Activity
Decreased -0.86%
1.79%
$7.321M
81,180 shares@ $90.19 avg price
APOApollo Global Mgmt Inc
Recent Activity
Increased 0.34%
1.72%
$7.056M
56,449 shares@ $125.0 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.58%
1.62%
$6.634M
15,417 shares@ $430.31 avg price
MCHIIshares Tr
Recent Activity
1.4%
$5.753M
113,000 shares@ $50.92 avg price
SRADSportradar Group Ag
Recent Activity
Decreased -1.07%
1.36%
$5.577M
460,540 shares@ $12.11 avg price
JPMJpmorgan Chase &co.
Recent Activity
Increased 0.08%
1.35%
$5.522M
26,188 shares@ $210.86 avg price
TSLATesla Inc
Recent Activity
Increased 10.64%
1.21%
$4.965M
18,978 shares@ $261.62 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 8.92%
1.08%
$4.401M
85,052 shares@ $51.75 avg price
NVDANvidia Corporation
Recent Activity
Increased 24.55%
0.98%
$4.006M
32,894 shares@ $121.79 avg price
TFCTruist Finl Corp
Recent Activity
Increased 0.06%
0.92%
$3.757M
87,844 shares@ $42.77 avg price