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
$95.9M
AUM Growth
-$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$6.17M

Top Sells

1
+$35.9M
2
+$841K

Sector Composition

1 Industrials 63.6%
2 Consumer Discretionary 20.97%
3 Financials 15.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61M 63.6%
42,750
2
$19.9M 20.71%
224,864
+69,783
3
$14.8M 15.42%
+226,860
4
$251K 0.26%
1,669
5
– –
-2,402,507
6
– –
-401,404