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 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
DFAI icon
251
Dimensional International Core Equity Market ETF
DFAI
$13.5B
$14.2K ﹤0.01%
410
GS icon
252
Goldman Sachs
GS
$289B
$14.2K ﹤0.01%
20
VFH icon
253
Vanguard Financials ETF
VFH
$13.4B
$14.1K ﹤0.01%
111
+72
PJUL icon
254
Innovator US Equity Power Buffer ETF July
PJUL
$1.04B
$14K ﹤0.01%
319
PAUG icon
255
Innovator US Equity Power Buffer ETF August
PAUG
$937M
$13.8K ﹤0.01%
+342
VCSH icon
256
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$13.8K ﹤0.01%
174
+113
DFSU icon
257
Dimensional US Sustainability Core 1 ETF
DFSU
$1.92B
$13.7K ﹤0.01%
350
BLK icon
258
Blackrock
BLK
$180B
$13.6K ﹤0.01%
13
NOC icon
259
Northrop Grumman
NOC
$95.2B
$13.5K ﹤0.01%
27
+3
PSEP icon
260
Innovator US Equity Power Buffer ETF September
PSEP
$898M
$13.5K ﹤0.01%
+329
PJAN icon
261
Innovator US Equity Power Buffer ETF January
PJAN
$1.45B
$13.4K ﹤0.01%
+304
PSCW icon
262
Pacer Swan SOS Conservative April ETF
PSCW
$60.9M
$13.3K ﹤0.01%
+500
PMAY icon
263
Innovator US Equity Power Buffer ETF May
PMAY
$609M
$13.2K ﹤0.01%
+350
PMAR icon
264
Innovator US Equity Power Buffer ETF March
PMAR
$618M
$13.2K ﹤0.01%
+313
HYT icon
265
BlackRock Corporate High Yield Fund
HYT
$1.45B
$13.2K ﹤0.01%
1,350
POCT icon
266
Innovator US Equity Power Buffer ETF October
POCT
$1.12B
$13.1K ﹤0.01%
+318
PFEB icon
267
Innovator US Equity Power Buffer ETF February
PFEB
$722M
$13.1K ﹤0.01%
+345
PJUN icon
268
Innovator US Equity Power Buffer ETF June
PJUN
$685M
$13K ﹤0.01%
+327
PDEC icon
269
Innovator US Equity Power Buffer ETF December
PDEC
$1.04B
$12.9K ﹤0.01%
+322
VBK icon
270
Vanguard Small-Cap Growth ETF
VBK
$22.2B
$12.7K ﹤0.01%
46
+15
PAPR icon
271
Innovator US Equity Power Buffer ETF April
PAPR
$780M
$12.7K ﹤0.01%
+340
IBM icon
272
IBM
IBM
$286B
$12.7K ﹤0.01%
+43
PNOV icon
273
Innovator US Equity Power Buffer ETF November
PNOV
$972M
$12.5K ﹤0.01%
+317
LMT icon
274
Lockheed Martin
LMT
$135B
$12.5K ﹤0.01%
27
+4
BAMY icon
275
Brookstone Yield ETF
BAMY
$41.7M
$12.4K ﹤0.01%
457