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
$85M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$2.38M

Top Sells

1 +$10.1M

Sector Composition

1 Industrials 55.31%
2 Financials 24.98%
3 Consumer Discretionary 19.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$47M 55.31%
33,965
-7,577
2
$21.2M 24.98%
281,502
+29,869
3
$16.5M 19.46%
220,671
4
$213K 0.25%
1,669