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
$145M
AUM Growth
-$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$362K

Top Sells

1 +$4.13M

Sector Composition

1 Consumer Discretionary 62.82%
2 Industrials 36.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$62.4M 43.19%
536,352
-35,505
2
$53.2M 36.84%
43,229
3
$28.1M 19.46%
155,081
4
$482K 0.33%
1,505,964
+1,129,635
5
$245K 0.17%
1,669