AM

Ampfield Management Portfolio holdings

AUM $66.7M
1-Year Est. Return 26.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.8M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$10.8M
3
+$499K

Top Sells

1
+$18.2M
2
+$158K

Sector Composition

1 Consumer Discretionary 77.04%
2 Industrials 20.36%
3 Technology 1.41%
4 Communication Services 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31M 35.74%
195,884
+64,966
2
$24.1M 27.79%
246,954
+4,044
3
$17.7M 20.36%
27,127
-28,277
4
$11.7M 13.51%
+98,300
5
$1.23M 1.41%
3,978
6
$751K 0.87%
5,380
7
$283K 0.33%
1,272
-634