ACM

Anfield Capital Management Portfolio holdings

AUM $317M
1-Year Est. Return 19.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 4.27%
2 Technology 3.75%
3 Financials 2.98%
4 Communication Services 2.39%
5 Materials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CME icon
226
CME Group
CME
$115B
$30.9K 0.01%
113
+75
KHC icon
227
Kraft Heinz
KHC
$28.5B
$30.8K 0.01%
1,270
VCLT icon
228
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.74B
$30.1K 0.01%
397
LLY icon
229
Eli Lilly
LLY
$896B
$30.1K 0.01%
28
+2
XLE icon
230
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$30K 0.01%
672
+516
IEFA icon
231
iShares Core MSCI EAFE ETF
IEFA
$176B
$29.6K 0.01%
331
CVX icon
232
Chevron
CVX
$368B
$28.4K 0.01%
187
+44
VEA icon
233
Vanguard FTSE Developed Markets ETF
VEA
$211B
$28K 0.01%
449
MKL icon
234
Markel Group
MKL
$25.7B
$27.9K 0.01%
13
MDT icon
235
Medtronic
MDT
$123B
$27.5K 0.01%
286
+230
UNH icon
236
UnitedHealth
UNH
$264B
$26.4K 0.01%
80
+55
VWO icon
237
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$26.2K 0.01%
488
RDVY icon
238
First Trust Rising Dividend Achievers ETF
RDVY
$20.6B
$26.1K 0.01%
375
ADP icon
239
Automatic Data Processing
ADP
$87.4B
$25.7K 0.01%
100
VOT icon
240
Vanguard Mid-Cap Growth ETF
VOT
$17.9B
$25.4K 0.01%
91
KO icon
241
Coca-Cola
KO
$336B
$25.2K 0.01%
361
+294
AMGN icon
242
Amgen
AMGN
$204B
$25.2K 0.01%
77
+70
NEE icon
243
NextEra Energy
NEE
$193B
$24.8K 0.01%
309
+270
RTX icon
244
RTX Corp
RTX
$280B
$24.6K 0.01%
134
ATO icon
245
Atmos Energy
ATO
$30.9B
$24.1K 0.01%
144
DFAE icon
246
Dimensional Emerging Core Equity Market ETF
DFAE
$8.25B
$24.1K 0.01%
739
C icon
247
Citigroup
C
$195B
$23.5K 0.01%
201
STE icon
248
Steris
STE
$23.8B
$23.1K 0.01%
91
GD icon
249
General Dynamics
GD
$99B
$22.9K 0.01%
68
+65
FBTC icon
250
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.64B
$22.9K 0.01%
300