ACM

Anfield Capital Management Portfolio holdings

AUM $363M
1-Year Est. Return 24.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$4.86M
3
+$4.82M
4
QXO
QXO Inc
QXO
+$2.48M
5
ICE icon
Intercontinental Exchange
ICE
+$2.45M

Top Sells

1
+$8.73M
2
+$7.8M
3
+$4.96M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$3.99M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.42M

Sector Composition

1 Industrials 3.56%
2 Technology 3.26%
3 Financials 2.69%
4 Materials 2.13%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31K 0.01%
65
+6
227
$30.8K 0.01%
397
228
$29.9K 0.01%
+300
229
$29.4K 0.01%
150
230
$29.4K 0.01%
100
231
$28.9K 0.01%
331
232
$28.7K 0.01%
251
+4
233
$27.3K 0.01%
147
-91
234
$26.9K 0.01%
449
-119
235
$26.7K 0.01%
91
236
$26.4K 0.01%
488
-129
237
$26.2K 0.01%
392
238
$25.6K 0.01%
305
-16
239
$25.2K 0.01%
375
240
$24.8K 0.01%
13
241
$24.6K 0.01%
144
242
$23.3K 0.01%
739
243
$22.6K 0.01%
68
+23
244
$22.5K 0.01%
91
245
$22.4K 0.01%
134
-3
246
$22.1K 0.01%
143
-38
247
$22.1K 0.01%
545
248
$22K 0.01%
1,021
249
$21.1K 0.01%
+1,000
250
$20.7K 0.01%
+319
8 9
10
11 12