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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
REALThe Realreal Inc
| 0.05% | $167,000 53,144 shares@ $3.15 avg price | New Position |
SNAPSnap Inc
| 0.04% | $164,000 15,316 shares@ $10.71 avg price | New Position |
NRDYNerdy Inc
| 0.01% | $29,000 30,000 shares@ $0.97 avg price | New Position |
AVAVAerovironment Inc
| 0.01% | $4,000 20 shares@ $200.0 avg price | New Position |