AM

Ampfield Management Portfolio holdings

AUM $66.7M
1-Year Est. Return 26.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$237K

Top Sells

1
+$13M
2
+$614K

Sector Composition

1 Industrials 50.33%
2 Consumer Discretionary 48.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.6M 50.33%
42,750
-479
2
$35.9M 33.1%
401,404
-134,948
3
$16.9M 15.57%
155,081
4
$841K 0.78%
2,402,507
+896,543
5
$243K 0.22%
1,669