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
$263M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$8.73M
2
+$4.59M
3
+$2.96M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.75M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.63M

Top Sells

1
+$7.3M
2
+$7.26M
3
+$6.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.13M
5
FFC
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
+$2.89M

Sector Composition

1 Financials 2.91%
2 Real Estate 2.04%
3 Technology 1.71%
4 Communication Services 0.49%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-12,663
227
– –
-3,272
228
– –
-1,981
229
– –
-20,006
230
– –
-45,222
231
– –
-81,587
232
$0 ﹤0.01%
+4
233
– –
-4,566
234
– –
-22,872
235
– –
-64,636
236
– –
-7,485
237
$0 ﹤0.01%
+12
238
$0 ﹤0.01%
+20
239
– –
-28,763
6 7 8 9
10