ACM

Anfield Capital Management Portfolio holdings

AUM $340M
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$5.01M
3
+$4.95M
4
CELH icon
Celsius Holdings
CELH
+$2.43M
5
NVDA icon
NVIDIA
NVDA
+$2.4M

Top Sells

1
+$9.29M
2
+$8.59M
3
+$4.96M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$3.89M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.48M

Sector Composition

1 Industrials 3.56%
2 Technology 3.26%
3 Financials 2.69%
4 Materials 2.13%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
226
Caterpillar
CAT
$277B
$31K 0.01%
65
+6
VCLT icon
227
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.24B
$30.8K 0.01%
397
FBTC icon
228
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.3B
$29.9K 0.01%
+300
VST icon
229
Vistra
VST
$58.2B
$29.4K 0.01%
150
ADP icon
230
Automatic Data Processing
ADP
$105B
$29.4K 0.01%
100
IEFA icon
231
iShares Core MSCI EAFE ETF
IEFA
$161B
$28.9K 0.01%
331
DIS icon
232
Walt Disney
DIS
$189B
$28.7K 0.01%
251
+4
JNJ icon
233
Johnson & Johnson
JNJ
$495B
$27.3K 0.01%
147
-91
VEA icon
234
Vanguard FTSE Developed Markets ETF
VEA
$186B
$26.9K 0.01%
449
-119
VOT icon
235
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$26.7K 0.01%
91
VWO icon
236
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$26.4K 0.01%
488
-129
MKC icon
237
McCormick & Company Non-Voting
MKC
$17.2B
$26.2K 0.01%
392
MRK icon
238
Merck
MRK
$254B
$25.6K 0.01%
305
-16
RDVY icon
239
First Trust Rising Dividend Achievers ETF
RDVY
$18.5B
$25.2K 0.01%
375
MKL icon
240
Markel Group
MKL
$25.9B
$24.8K 0.01%
13
ATO icon
241
Atmos Energy
ATO
$27.7B
$24.6K 0.01%
144
DFAE icon
242
Dimensional Emerging Core Equity Market ETF
DFAE
$7.15B
$23.3K 0.01%
739
AXP icon
243
American Express
AXP
$254B
$22.6K 0.01%
68
+23
STE icon
244
Steris
STE
$25.5B
$22.5K 0.01%
91
RTX icon
245
RTX Corp
RTX
$226B
$22.4K 0.01%
134
-3
CVX icon
246
Chevron
CVX
$303B
$22.1K 0.01%
143
-38
GFEB icon
247
FT Vest US Equity Moderate Buffer ETF February
GFEB
$303M
$22.1K 0.01%
545
BCI icon
248
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.01B
$22K 0.01%
1,021
TSLL icon
249
Direxion Daily TSLA Bull 2X Shares
TSLL
$6.91B
$21.1K 0.01%
+1,000
HELO icon
250
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.5B
$20.7K 0.01%
+319
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