AM

Ampfield Management Portfolio holdings

AUM $80.8M
1-Year Est. Return 28.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.7M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.95M
2
+$1.01M
3
+$450K

Sector Composition

1 Industrials 48.46%
2 Financials 29.77%
3 Consumer Discretionary 21.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.5M 48.46%
32,990
-315
2
$26.7M 29.77%
261,726
-19,776
3
$19.3M 21.48%
124,605
-7,146
4
$254K 0.28%
1,669
5
– –
0