ACM
Anfield Capital Management Portfolio holdings
AUM
$302M
1-Year Return
14.39%
This Quarter Return
+1.11%
1 Year Return
+14.39%
3 Year Return
+54.96%
5 Year Return
+95.56%
10 Year Return
–
AUM
$276M
AUM Growth
+$13.3M
(+5.1%)
Cap. Flow
+$7.38M
Cap. Flow
% of AUM
2.68%
Top 10 Holdings %
Top 10 Hldgs %
58.13%
Holding
509
New
55
Increased
60
Reduced
54
Closed
74
Top Buys
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$5.5M |
| 2 |
FT Vest US Equity Moderate Buffer ETF November
GNOV
|
+$379K |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
+$322K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$315K |
| 5 |
Pacer Swan SOS Moderate October ETF
PSMO
|
+$305K |
Top Sells
Sector Composition
| 1 | Technology | 2.15% |
| 2 | Communication Services | 2.1% |
| 3 | Healthcare | 1.94% |
| 4 | Financials | 1.44% |
| 5 | Industrials | 0.77% |
