ACM

Anfield Capital Management Portfolio holdings

AUM $302M
1-Year Est. Return 14.39%
This Quarter Est. Return
1 Year Est. Return
+14.39%
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
+$8.96M
2
+$4.56M
3
+$3.03M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.76M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.71M

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
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-12,663
227
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228
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-1,981
229
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-20,006
230
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-226,111
231
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-81,587
232
$0 ﹤0.01%
+4
233
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-4,566
234
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-22,872
235
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-64,636
236
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-7,485
237
$0 ﹤0.01%
+12
238
$0 ﹤0.01%
+20
239
– –
-28,763
6 7 8 9
10