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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
AMGNAmgen Inc
Recent Activity
Increased 0.45%
0.59%
$2.407M
7,471 shares@ $322.18 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 1.57%
0.54%
$2.19M
16,064 shares@ $136.33 avg price
MSMorgan Stanley
Recent Activity
Increased 0.81%
0.53%
$2.157M
20,692 shares@ $104.25 avg price
USLMUnited Sts Lime &minerals I
Recent Activity
Increased 400%
0.48%
$1.953M
20,000 shares@ $97.65 avg price
FBTCFidelity Wise Origin Bitcoin
Recent Activity
Increased 250.93%
0.45%
$1.842M
33,180 shares@ $55.52 avg price
MRKMerck &co Inc
Recent Activity
Increased 0.48%
0.45%
$1.815M
15,981 shares@ $113.58 avg price
WMTWalmart Inc
Recent Activity
Increased 0.06%
0.44%
$1.786M
22,116 shares@ $80.76 avg price
CATCaterpillar Inc
Recent Activity
Increased 0.03%
0.42%
$1.715M
4,384 shares@ $391.2 avg price
SBCFSeacoast Bkg Corp Fla
Recent Activity
Increased 0.14%
0.4%
$1.616M
60,649 shares@ $26.65 avg price
KOCoca Cola Co
Recent Activity
Increased 0.24%
0.38%
$1.549M
21,555 shares@ $71.87 avg price