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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
BABoeing Co
Recent Activity
Exited
0%
$204,000
1,120 shares@ $182.15 avg price
CLXClorox Co Del
Recent Activity
Exited
0%
$204,000
1,494 shares@ $136.55 avg price
0674⤦Barclays Bank Plc
Recent Activity
Exited
0%
$186,000
17,000 shares@ $10.95 avg price
FFord Mtr Co Del
Recent Activity
Exited
0%
$138,000
11,035 shares@ $12.51 avg price
BFLYButterfly Network Inc
Recent Activity
Exited
0%
$22,000
26,000 shares@ $0.85 avg price