ACM

Anfield Capital Management Portfolio holdings

AUM $302M
1-Year Return 14.39%
This Quarter Return
+3.9%
1 Year Return
+14.39%
3 Year Return
+54.96%
5 Year Return
+95.56%
10 Year Return
AUM
$248M
AUM Growth
Cap. Flow
+$247M
Cap. Flow %
99.74%
Top 10 Hldgs %
47.42%
Holding
415
New
411
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.18%
2 Technology 3.83%
3 Consumer Discretionary 3.17%
4 Healthcare 2.11%
5 Consumer Staples 2.07%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AMP icon
226
Ameriprise Financial
AMP
$46.1B
$40K 0.02%
+225
New +$40K
DOW icon
227
Dow Inc
DOW
$17.4B
$39K 0.02%
+790
New +$39K
PSX icon
228
Phillips 66
PSX
$53.2B
$38K 0.02%
+407
New +$38K
SPIB icon
229
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
$36K 0.01%
+1,026
New +$36K
VT icon
230
Vanguard Total World Stock ETF
VT
$51.8B
$36K 0.01%
+439
New +$36K
VOE icon
231
Vanguard Mid-Cap Value ETF
VOE
$18.8B
$35K 0.01%
+288
New +$35K
AGG icon
232
iShares Core US Aggregate Bond ETF
AGG
$131B
$34K 0.01%
+301
New +$34K
EFA icon
233
iShares MSCI EAFE ETF
EFA
$66.2B
$34K 0.01%
+488
New +$34K
FMB icon
234
First Trust Managed Municipal ETF
FMB
$1.88B
$34K 0.01%
+608
New +$34K
IEF icon
235
iShares 7-10 Year Treasury Bond ETF
IEF
$35.9B
$34K 0.01%
+298
New +$34K
IAU icon
236
iShares Gold Trust
IAU
$52.6B
$31K 0.01%
+1,044
New +$31K
VCIT icon
237
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
$31K 0.01%
+338
New +$31K
XEL icon
238
Xcel Energy
XEL
$43B
$31K 0.01%
+450
New +$31K
DLTR icon
239
Dollar Tree
DLTR
$20.6B
$30K 0.01%
+320
New +$30K
FATE icon
240
Fate Therapeutics
FATE
$116M
$29K 0.01%
+1,470
New +$29K
VEU icon
241
Vanguard FTSE All-World ex-US ETF
VEU
$48.8B
$29K 0.01%
+539
New +$29K
GNL icon
242
Global Net Lease
GNL
$1.77B
$28K 0.01%
+1,351
New +$28K
HAS icon
243
Hasbro
HAS
$11.2B
$28K 0.01%
+267
New +$28K
SPLG icon
244
SPDR Portfolio S&P 500 ETF
SPLG
$83.8B
$28K 0.01%
+709
New +$28K
MMM icon
245
3M
MMM
$82.7B
$27K 0.01%
+202
New +$27K
VGT icon
246
Vanguard Information Technology ETF
VGT
$99.9B
$27K 0.01%
+109
New +$27K
CI icon
247
Cigna
CI
$81.5B
$26K 0.01%
+126
New +$26K
CVS icon
248
CVS Health
CVS
$93.6B
$26K 0.01%
+371
New +$26K
D icon
249
Dominion Energy
D
$49.7B
$26K 0.01%
+308
New +$26K
PFF icon
250
iShares Preferred and Income Securities ETF
PFF
$14.5B
$26K 0.01%
+669
New +$26K