AM

Ampfield Management Portfolio holdings

AUM $89.7M
1-Year Est. Return 19.54%
This Quarter Est. Return
1 Year Est. Return
+19.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.6M
AUM Growth
+$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$4.48M
3
+$3.09M

Top Sells

1
+$2.45M

Sector Composition

1 Consumer Discretionary 81.92%
2 Industrials 18.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.7M 41.67%
439,256
+106,262
2
$39.3M 40.25%
222,103
+25,355
3
$17.6M 18.08%
28,023
+4,906
4
– –
-120,634