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
$302M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.29M
3
+$620K
4
YMAR icon
FT Vest International Equity Moderate Buffer ETF March
YMAR
+$584K
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$542K

Top Sells

1
+$557K
2
+$550K
3
+$540K
4
FDVL
Foundations Dynamic Value ETF
FDVL
+$467K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$345K

Sector Composition

1 Consumer Discretionary 3.29%
2 Communication Services 3.27%
3 Consumer Staples 1.63%
4 Technology 0.99%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GFEB icon
226
FT Vest US Equity Moderate Buffer ETF February
GFEB
$357M
$21.3K 0.01%
+545
BCI icon
227
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$1.84B
$21.2K 0.01%
1,021
+665
SHV icon
228
iShares Short Treasury Bond ETF
SHV
$20.7B
$20.1K 0.01%
+182
RTX icon
229
RTX Corp
RTX
$235B
$20K 0.01%
137
+10
SCHG icon
230
Schwab US Large-Cap Growth ETF
SCHG
$52.3B
$18.9K 0.01%
648
PEP icon
231
PepsiCo
PEP
$199B
$18.5K 0.01%
140
+67
BIV icon
232
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
$18.4K 0.01%
+238
VWOB icon
233
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.87B
$17.3K 0.01%
264
+172
C icon
234
Citigroup
C
$179B
$17.1K 0.01%
201
FDX icon
235
FedEx
FDX
$63.1B
$16.8K 0.01%
74
CTAS icon
236
Cintas
CTAS
$75B
$16.7K 0.01%
75
VDE icon
237
Vanguard Energy ETF
VDE
$7.5B
$16.7K 0.01%
140
+28
IYH icon
238
iShares US Healthcare ETF
IYH
$3.07B
$16.3K 0.01%
288
TOTL icon
239
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.87B
$16.2K 0.01%
404
PRU icon
240
Prudential Financial
PRU
$37.5B
$16.1K 0.01%
150
-2
PG icon
241
Procter & Gamble
PG
$345B
$16.1K 0.01%
101
-1
PLTR icon
242
Palantir
PLTR
$415B
$15.9K 0.01%
117
+17
WMB icon
243
Williams Companies
WMB
$74.5B
$15.4K 0.01%
245
+36
CPAY icon
244
Corpay
CPAY
$19.5B
$15.3K 0.01%
46
WFC icon
245
Wells Fargo
WFC
$267B
$15.1K 0.01%
189
ITW icon
246
Illinois Tool Works
ITW
$70.8B
$14.8K ﹤0.01%
60
-24
ABBV icon
247
AbbVie
ABBV
$411B
$14.7K ﹤0.01%
79
QCOM icon
248
Qualcomm
QCOM
$186B
$14.7K ﹤0.01%
92
AXP icon
249
American Express
AXP
$246B
$14.4K ﹤0.01%
45
-18
IEMG icon
250
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
$14.3K ﹤0.01%
238
8 9
10
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