AM
Ampfield Management Portfolio holdings
AUM
$94.8M
This Quarter Return
-7.72%
1 Year Return
+30.88%
3 Year Return
+111.07%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(-6.4%)
Cap. Flow
+$1.76M
Cap. Flow
% of AUM
1.53%
Top 10 Holdings %
Top 10 Hldgs %
99.39%
Holding
18
New
2
Increased
3
Reduced
4
Closed
5
Top Buys
| 1 |
TransDigm Group
TDG
|
$1.94M |
| 2 |
LGI Homes
LGIH
|
$1.25M |
| 3 |
Five Below
FIVE
|
$923K |
| 4 |
MOND
Mondee Holdings, Inc. Class A Common Stock
MOND
|
$695K |
| 5 |
MONDW
Mondee Holdings, Inc. Warrant
MONDW
|
$19K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 57.86% |
| 2 | Industrials | 38.28% |
| 3 | Financials | 1.68% |
| 4 | Communication Services | 1.19% |
| 5 | Technology | 0.98% |
