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
$317M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 4.27%
2 Technology 3.75%
3 Financials 2.98%
4 Communication Services 2.39%
5 Materials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CME icon
226
CME Group
CME
$108B
$30.9K 0.01%
113
+75
KHC icon
227
Kraft Heinz
KHC
$27.6B
$30.8K 0.01%
1,270
VCLT icon
228
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.74B
$30.1K 0.01%
397
LLY icon
229
Eli Lilly
LLY
$898B
$30.1K 0.01%
28
+2
XLE icon
230
State Street Energy Select Sector SPDR ETF
XLE
$41.5B
$30K 0.01%
672
+516
IEFA icon
231
iShares Core MSCI EAFE ETF
IEFA
$183B
$29.6K 0.01%
331
CVX icon
232
Chevron
CVX
$372B
$28.4K 0.01%
187
+44
VEA icon
233
Vanguard FTSE Developed Markets ETF
VEA
$227B
$28K 0.01%
449
MKL icon
234
Markel Group
MKL
$23.1B
$27.9K 0.01%
13
MDT icon
235
Medtronic
MDT
$98.8B
$27.5K 0.01%
286
+230
UNH icon
236
UnitedHealth
UNH
$362B
$26.4K 0.01%
80
+55
VWO icon
237
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$26.2K 0.01%
488
RDVY icon
238
First Trust Rising Dividend Achievers ETF
RDVY
$21.9B
$26.1K 0.01%
375
ADP icon
239
Automatic Data Processing
ADP
$83.3B
$25.7K 0.01%
100
VOT icon
240
Vanguard Mid-Cap Growth ETF
VOT
$18.6B
$25.4K 0.01%
91
KO icon
241
Coca-Cola
KO
$346B
$25.2K 0.01%
361
+294
AMGN icon
242
Amgen
AMGN
$182B
$25.2K 0.01%
77
+70
NEE icon
243
NextEra Energy
NEE
$200B
$24.8K 0.01%
309
+270
RTX icon
244
RTX Corp
RTX
$237B
$24.6K 0.01%
134
ATO icon
245
Atmos Energy
ATO
$30.2B
$24.1K 0.01%
144
DFAE icon
246
Dimensional Emerging Core Equity Market ETF
DFAE
$9.45B
$24.1K 0.01%
739
C icon
247
Citigroup
C
$213B
$23.5K 0.01%
201
STE icon
248
Steris
STE
$21.2B
$23.1K 0.01%
91
GD icon
249
General Dynamics
GD
$92.1B
$22.9K 0.01%
68
+65
FBTC icon
250
Fidelity Wise Origin Bitcoin Fund
FBTC
$15.1B
$22.9K 0.01%
300