AM

Ampfield Management Portfolio holdings

AUM $94.8M
This Quarter Return
+5.16%
1 Year Return
+30.88%
3 Year Return
+111.07%
5 Year Return
10 Year Return
AUM
$68.8M
AUM Growth
+$68.8M
Cap. Flow
+$2.08M
Cap. Flow %
3.02%
Top 10 Hldgs %
100%
Holding
4
New
Increased
2
Reduced
Closed

Top Buys

1
FIVE icon
Five Below
FIVE
$1.07M
2
LGIH icon
LGI Homes
LGIH
$1.01M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 82.36%
2 Industrials 17.64%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
LGIH icon
1
LGI Homes
LGIH
$1.43B
$27.1M 39.4%
332,994
+12,362
+4% +$1.01M
FIVE icon
2
Five Below
FIVE
$8B
$27.1M 39.39%
196,748
+7,776
+4% +$1.07M
TDG icon
3
TransDigm Group
TDG
$78.8B
$12.1M 17.64%
23,117
CVNA icon
4
Carvana
CVNA
$51.4B
$2.45M 3.56%
120,634