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
$1.17B
$7.95K ﹤0.01%
133
TYL icon
327
Tyler Technologies
TYL
$20.1B
$7.71K ﹤0.01%
13
KDP icon
328
Keurig Dr Pepper
KDP
$36.9B
$7.7K ﹤0.01%
233
DVA icon
329
DaVita
DVA
$8.58B
$7.69K ﹤0.01%
54
ISRG icon
330
Intuitive Surgical
ISRG
$195B
$7.61K ﹤0.01%
14
CI icon
331
Cigna
CI
$72B
$7.6K ﹤0.01%
23
SPDW icon
332
SPDR Portfolio Developed World ex-US ETF
SPDW
$31B
$7.57K ﹤0.01%
187
ED icon
333
Consolidated Edison
ED
$36.7B
$7.53K ﹤0.01%
75
KMI icon
334
Kinder Morgan
KMI
$61B
$7.38K ﹤0.01%
251
ARKG icon
335
ARK Genomic Revolution ETF
ARKG
$1.08B
$7.33K ﹤0.01%
301
XLU icon
336
Utilities Select Sector SPDR Fund
XLU
$21.8B
$7.27K ﹤0.01%
89
DGX icon
337
Quest Diagnostics
DGX
$20.8B
$7.18K ﹤0.01%
40
XLB icon
338
Materials Select Sector SPDR Fund
XLB
$5.36B
$7.11K ﹤0.01%
81
ZION icon
339
Zions Bancorporation
ZION
$7.53B
$6.96K ﹤0.01%
134
TRV icon
340
Travelers Companies
TRV
$64.1B
$6.96K ﹤0.01%
26
+7
TFC icon
341
Truist Financial
TFC
$57.4B
$6.66K ﹤0.01%
155
PEG icon
342
Public Service Enterprise Group
PEG
$41.3B
$6.65K ﹤0.01%
79
XLE icon
343
Energy Select Sector SPDR Fund
XLE
$27.6B
$6.62K ﹤0.01%
78
DFAR icon
344
Dimensional US Real Estate ETF
DFAR
$1.38B
$6.52K ﹤0.01%
278
INDS icon
345
Pacer Industrial Real Estate ETF
INDS
$122M
$6.47K ﹤0.01%
175
BTC
346
Grayscale Bitcoin Mini Trust ETF
BTC
$4.12B
$6.4K ﹤0.01%
134
STZ icon
347
Constellation Brands
STZ
$22.5B
$6.34K ﹤0.01%
39
PSX icon
348
Phillips 66
PSX
$57.3B
$6.32K ﹤0.01%
53
PODD icon
349
Insulet
PODD
$23.4B
$6.28K ﹤0.01%
20
CVS icon
350
CVS Health
CVS
$98.8B
$6.28K ﹤0.01%
91
+18