AM
Ampfield Management Portfolio holdings
AUM
$89.7M
1-Year Est. Return
19.54%
1 Year Est. Return
+19.54%
AUM
$94.8M
AUM Growth
+$9.84M
(+12%)
Holding
5
Top Buys
No buys this quarter
Sector Composition
| 1 | Industrials | 53.43% |
| 2 | Financials | 28.11% |
| 3 | Consumer Discretionary | 18.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
TransDigm Group
TDG
$72.4B
| $50.6M | 37.84% |
33,305
-660
|
|
||
2
Esquire Financial Holdings
ESQ
$831M
| $26.6M | 19.91% |
281,502
|
|
||
3
Five Below
FIVE
$8.4B
| $17.3M | 12.91% |
131,751
-88,920
|
|
||
4
Ross Stores
ROST
$52.4B
| $213K | 0.16% |
1,669
|
|
||
5
Boot Barn
BOOT
$5.69B
| – | – |
0
|
|