ACM

Anfield Capital Management Portfolio holdings

AUM $302M
1-Year Est. Return 14.39%
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.31M
3
+$5.08M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.93M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.23M

Top Sells

1
+$10M
2
+$8.72M
3
+$3.97M
4
FJAN icon
FT Vest US Equity Buffer ETF January
FJAN
+$3.57M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$2.63M

Sector Composition

1 Financials 2.22%
2 Technology 2.22%
3 Real Estate 1.88%
4 Healthcare 1.86%
5 Energy 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$764 ﹤0.01%
+6
302
$726 ﹤0.01%
+10
303
$670 ﹤0.01%
+5
304
$590 ﹤0.01%
+7
305
$579 ﹤0.01%
+10
306
$552 ﹤0.01%
+24
307
$549 ﹤0.01%
+12
308
$528 ﹤0.01%
+2
309
$519 ﹤0.01%
+25
310
$468 ﹤0.01%
+58
311
$440 ﹤0.01%
+6
312
$437 ﹤0.01%
+275
313
$432 ﹤0.01%
+20
314
$415 ﹤0.01%
+7
315
$411 ﹤0.01%
+1
316
$402 ﹤0.01%
+4
317
$399 ﹤0.01%
+14
318
$391 ﹤0.01%
+3
319
$359 ﹤0.01%
+1
320
$340 ﹤0.01%
+12
321
$328 ﹤0.01%
+1
322
$323 ﹤0.01%
+10
323
$294 ﹤0.01%
+12
324
$281 ﹤0.01%
+6
325
$263 ﹤0.01%
+2
11 12
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