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
$153M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$8.74M
2 +$231K
3 +$46K

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 71.43%
2 Industrials 28.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$76.1M 49.7%
571,857
+65,609
2
$43.7M 28.54%
43,229
3
$33.1M 21.58%
155,081
4
$231K 0.15%
+1,669
5
$46K 0.03%
+376,329