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
$94.8M
AUM Growth
+$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$8.66M
2
+$927K

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
$50.6M 53.43%
33,305
-660
2
$26.6M 28.11%
281,502
3
$17.3M 18.23%
131,751
-88,920
4
$213K 0.22%
1,669
5
– –
0