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
$321M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$9.02M
3
+$7.28M
4
MBB icon
iShares MBS ETF
MBB
+$3.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.41M

Top Sells

1
+$2.83M
2
+$1.84M
3
+$1.54M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.52M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.51M

Sector Composition

1 Financials 2.92%
2 Real Estate 1.67%
3 Technology 1.57%
4 Consumer Discretionary 0.29%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-171
227
– –
-400
228
– –
-29,645
229
– –
-19
230
– –
-221
231
– –
-37
232
– –
-2,684
233
– –
-2,200
234
– –
-183
235
– –
-6
236
– –
-1,300
237
– –
-289
238
– –
-270
239
– –
-60,951
240
– –
-460
241
– –
-107
242
– –
-509
243
– –
-47
244
– –
-60
245
– –
-3,179
246
– –
-3,912
247
– –
-100
248
– –
-3,543
249
– –
-3,922
250
– –
-597
7 8 9
10
11