AM
Ampfield Management Portfolio holdings
AUM
$66.7M
1-Year Est. Return
26.81%
This Fund
S&P 500
1 Year Est. Return
+26.81%
AUM
$66.7M
AUM Growth
-$23M
(-26%)
Holding
5
Sector Composition
| 1 | Industrials | 65.8% |
| 2 | Financials | 29.02% |
| 3 | Technology | 4.73% |
| 4 | Consumer Discretionary | 0.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
TransDigm Group
TDG
$69.9B
| $43.9M | 65.8% |
32,990
|
|
||
2
Esquire Financial Holdings
ESQ
$944M
| $19.4M | 29.02% |
189,583
-72,143
|
|
||
|
SNCR
3
DELISTED
Synchronoss Technologies
SNCR
| $3.15M | 4.73% |
+368,405
|
|
||
4
Ross Stores
ROST
$67.7B
| $301K | 0.45% |
1,669
|
|
||
5
Five Below
FIVE
$11.7B
| – | – |
-124,605
|
|