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
$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
State Street Financial Select Sector SPDR ETF
XLF
+$2.76M
5
XLK icon
State Street Technology Select Sector SPDR ETF
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
– –
-7,478
227
– –
-12,663
228
– –
-3,272
229
– –
-1,981
230
– –
-20,006
231
– –
-45,222
232
– –
-81,587
233
$0 ﹤0.01%
+4
234
– –
-4,566
235
– –
-22,872
236
– –
-64,636
237
– –
-7,485
238
$0 ﹤0.01%
+12
239
$0 ﹤0.01%
+20
6 7 8 9
10