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
251
– –
-118
252
– –
-659
253
– –
-11,846
254
– –
-1,359
255
– –
-30,311
256
– –
-200
257
– –
-2,434
258
– –
-350
259
– –
-100
260
– –
-71
261
– –
-288
262
– –
-396
263
– –
-33
264
– –
-29
265
– –
-97
266
– –
-41,858
267
– –
-189
268
– –
-1,179
269
– –
-3,226
270
– –
-51
271
– –
-262
272
– –
-1,681
273
– –
-50
274
– –
-3,670
275
– –
-86
7 8 9 10
11