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
$149M
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$17.3M
2 +$16.3M
3 +$11.2M

Top Sells

1 +$12.5M

Sector Composition

1 Consumer Discretionary 66.99%
2 Industrials 21.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$66.4M 44.64%
582,552
+143,296
2
$33.3M 22.35%
161,481
-60,622
3
$31.9M 21.41%
43,229
+15,206
4
$17.3M 11.6%
+42,156