AM
Ampfield Management Portfolio holdings
AUM
$89.7M
1-Year Est. Return
19.54%
1 Year Est. Return
+19.54%
AUM
$89.7M
AUM Growth
-$5.07M
(-5.3%)
Holding
5
Top Buys
No buys this quarter
Sector Composition
| 1 | Industrials | 48.46% |
| 2 | Financials | 29.77% |
| 3 | Consumer Discretionary | 21.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
TransDigm Group
TDG
$75.9B
| $43.5M | 48.46% |
32,990
-315
|
|
||
2
Esquire Financial Holdings
ESQ
$889M
| $26.7M | 29.77% |
261,726
-19,776
|
|
||
3
Five Below
FIVE
$9.55B
| $19.3M | 21.48% |
124,605
-7,146
|
|
||
4
Ross Stores
ROST
$57.8B
| $254K | 0.28% |
1,669
|
|
||
5
Boot Barn
BOOT
$6.16B
| – | – |
0
|
|