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
$276M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$379K
3
+$322K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$315K
5
PSMO icon
Pacer Swan SOS Moderate October ETF
PSMO
+$305K

Top Sells

1
+$1.54M
2
+$196K
3
+$189K
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$183K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$128K

Sector Composition

1 Technology 2.15%
2 Communication Services 2.1%
3 Healthcare 1.94%
4 Financials 1.44%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$5.79K ﹤0.01%
289
-23
302
$5.73K ﹤0.01%
77
303
$5.7K ﹤0.01%
+25
304
$5.64K ﹤0.01%
221
+6
305
$5.6K ﹤0.01%
51
306
$5.55K ﹤0.01%
+61
307
$5.45K ﹤0.01%
212
+106
308
$5.4K ﹤0.01%
16
309
$5.38K ﹤0.01%
63
310
$5.33K ﹤0.01%
11
311
$5.33K ﹤0.01%
81
312
$5.31K ﹤0.01%
224
313
$5.22K ﹤0.01%
20
314
$5.21K ﹤0.01%
86
315
$5.2K ﹤0.01%
10
316
$5.08K ﹤0.01%
30
317
$5.01K ﹤0.01%
42
318
$4.82K ﹤0.01%
174
319
$4.81K ﹤0.01%
85
-75
320
$4.74K ﹤0.01%
43
321
$4.68K ﹤0.01%
231
322
$4.66K ﹤0.01%
150
323
$4.58K ﹤0.01%
19
324
$4.49K ﹤0.01%
17
+7
325
$4.42K ﹤0.01%
12
11 12
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14 15