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

Top Buys

1
+$9.41M
2
+$8.54M
3
+$3.06M
4
PSMO icon
Pacer Swan SOS Moderate October ETF
PSMO
+$2.56M
5
AESR icon
Anfield US Equity Sector Rotation ETF
AESR
+$2.54M

Top Sells

1
+$21M
2
+$7.63M
3
+$5.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$4.92M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.79M

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
HD icon
251
Home Depot
HD
$365B
$22.7K 0.01%
66
+50
GFEB icon
252
FT Vest US Equity Moderate Buffer ETF February
GFEB
$327M
$22.6K 0.01%
545
RC
253
Ready Capital
RC
$327M
$22.1K 0.01%
10,157
USB icon
254
US Bancorp
USB
$83.9B
$22K 0.01%
413
+219
HSY icon
255
Hershey
HSY
$47.5B
$21.5K 0.01%
118
+113
PFE icon
256
Pfizer
PFE
$151B
$21.2K 0.01%
851
+487
HELO icon
257
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.82B
$21.2K 0.01%
319
SCHG icon
258
Schwab US Large-Cap Growth ETF
SCHG
$50.9B
$21.2K 0.01%
648
GS icon
259
Goldman Sachs
GS
$259B
$21.1K 0.01%
24
MCD icon
260
McDonald's
MCD
$236B
$20.8K 0.01%
68
+65
GOOG icon
261
Alphabet (Google) Class C
GOOG
$3.67T
$20.7K 0.01%
66
BA icon
262
Boeing
BA
$179B
$20.6K 0.01%
95
-76
TFC icon
263
Truist Financial
TFC
$62.2B
$20.2K 0.01%
410
+236
BCI icon
264
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.31B
$19.9K 0.01%
1,021
LMT icon
265
Lockheed Martin
LMT
$153B
$19.8K 0.01%
41
+14
PNC icon
266
PNC Financial Services
PNC
$85.9B
$19.8K 0.01%
95
+52
WMB icon
267
Williams Companies
WMB
$92.6B
$19.5K 0.01%
325
+116
ABBV icon
268
AbbVie
ABBV
$414B
$19.4K 0.01%
85
RWL icon
269
Invesco S&P 500 Revenue ETF
RWL
$8.16B
$19.4K 0.01%
170
XLP icon
270
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.8B
$19.1K 0.01%
246
-610
BMY icon
271
Bristol-Myers Squibb
BMY
$127B
$18.5K 0.01%
343
VWOB icon
272
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.95B
$17.8K 0.01%
264
VDE icon
273
Vanguard Energy ETF
VDE
$9.07B
$17.6K 0.01%
140
WFC icon
274
Wells Fargo
WFC
$255B
$17.6K 0.01%
189
IWY icon
275
iShares Russell Top 200 Growth ETF
IWY
$15.6B
$17.5K 0.01%
63
9 10
11
12 13