AM
Ampfield Management Portfolio holdings
AUM
$80.8M
1-Year Est. Return
28.93%
This Fund
S&P 500
1 Year Est. Return
+28.93%
AUM
$80.8M
AUM Growth
+$14.1M
(+21%)
Holding
6
Sector Composition
| 1 | Financials | 55.17% |
| 2 | Industrials | 35.09% |
| 3 | Technology | 9.29% |
| 4 | Consumer Discretionary | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
TransDigm Group
TDG
$65.2B
| $28.4M | 35.09% |
24,463
-8,527
|
|
||
2
Esquire Financial Holdings
ESQ
$924M
| $25.1M | 31.03% |
233,216
+43,633
|
|
||
3
Northeast Bank
NBN
$1.07B
| $19.5M | 24.14% |
+173,536
|
|
||
4
Sabre
SABR
$731M
| $7.5M | 9.29% |
+5,175,945
|
|
||
5
Ross Stores
ROST
$73.7B
| $362K | 0.45% |
1,669
|
|
||
|
SNCR
6
DELISTED
Synchronoss Technologies
SNCR
| – | – |
-368,405
|
|