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
ROBO icon
326
ROBO Global Robotics & Automation Index ETF
ROBO
$1.47B
$7.95K ﹤0.01%
133
TYL icon
327
Tyler Technologies
TYL
$18.9B
$7.71K ﹤0.01%
13
KDP icon
328
Keurig Dr Pepper
KDP
$37.2B
$7.7K ﹤0.01%
233
DVA icon
329
DaVita
DVA
$7.39B
$7.69K ﹤0.01%
54
ISRG icon
330
Intuitive Surgical
ISRG
$190B
$7.61K ﹤0.01%
14
CI icon
331
Cigna
CI
$72.7B
$7.6K ﹤0.01%
23
SPDW icon
332
SPDR Portfolio Developed World ex-US ETF
SPDW
$35.1B
$7.57K ﹤0.01%
187
ED icon
333
Consolidated Edison
ED
$37.5B
$7.53K ﹤0.01%
75
KMI icon
334
Kinder Morgan
KMI
$62.2B
$7.38K ﹤0.01%
251
ARKG icon
335
ARK Genomic Revolution ETF
ARKG
$1.33B
$7.33K ﹤0.01%
301
XLU icon
336
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
$7.27K ﹤0.01%
178
DGX icon
337
Quest Diagnostics
DGX
$21.1B
$7.18K ﹤0.01%
40
XLB icon
338
State Street Materials Select Sector SPDR ETF
XLB
$5.87B
$7.11K ﹤0.01%
162
ZION icon
339
Zions Bancorporation
ZION
$8.8B
$6.96K ﹤0.01%
134
TRV icon
340
Travelers Companies
TRV
$60.1B
$6.96K ﹤0.01%
26
+7
TFC icon
341
Truist Financial
TFC
$63.9B
$6.66K ﹤0.01%
155
PEG icon
342
Public Service Enterprise Group
PEG
$39.6B
$6.65K ﹤0.01%
79
XLE icon
343
State Street Energy Select Sector SPDR ETF
XLE
$29.2B
$6.62K ﹤0.01%
156
DFAR icon
344
Dimensional US Real Estate ETF
DFAR
$1.51B
$6.52K ﹤0.01%
278
INDS icon
345
Pacer Industrial Real Estate ETF
INDS
$119M
$6.47K ﹤0.01%
175
BTC
346
Grayscale Bitcoin Mini Trust ETF
BTC
$4.17B
$6.4K ﹤0.01%
134
STZ icon
347
Constellation Brands
STZ
$27.2B
$6.34K ﹤0.01%
39
PSX icon
348
Phillips 66
PSX
$55.7B
$6.32K ﹤0.01%
53
PODD icon
349
Insulet
PODD
$20.2B
$6.28K ﹤0.01%
20
CVS icon
350
CVS Health
CVS
$99.8B
$6.28K ﹤0.01%
91
+18