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
$96.1M
AUM Growth
+$142K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M

Top Sells

1
+$1.53M
2
+$440K

Sector Composition

1 Industrials 54.8%
2 Consumer Discretionary 24.37%
3 Financials 20.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.6M 54.8%
41,542
-1,208
2
$23.2M 24.11%
220,671
-4,193
3
$20M 20.82%
251,633
+24,773
4
$252K 0.26%
1,669