ACM

Anfield Capital Management Portfolio holdings

AUM $317M
1-Year Est. Return 19.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
-$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$9.41M
2
+$8.54M
3
+$3.06M
4
PSMO icon
Pacer Swan SOS Moderate October ETF
PSMO
+$2.56M
5
AESR icon
Anfield US Equity Sector Rotation ETF
AESR
+$2.54M

Top Sells

1
+$21M
2
+$7.63M
3
+$5.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$4.92M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.79M

Sector Composition

1 Industrials 4.27%
2 Technology 3.75%
3 Financials 2.98%
4 Communication Services 2.39%
5 Materials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RMD icon
351
ResMed
RMD
$36.8B
$8.67K ﹤0.01%
36
D icon
352
Dominion Energy
D
$55.1B
$8.61K ﹤0.01%
147
ASML icon
353
ASML
ASML
$521B
$8.56K ﹤0.01%
8
WTW icon
354
Willis Towers Watson
WTW
$28.8B
$8.54K ﹤0.01%
26
AXP icon
355
American Express
AXP
$210B
$8.51K ﹤0.01%
23
-45
PTLC icon
356
Pacer Trendpilot US Large Cap ETF
PTLC
$3.22B
$8.45K ﹤0.01%
152
SPDW icon
357
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$36.2B
$8.3K ﹤0.01%
187
AVGO icon
358
Broadcom
AVGO
$1.55T
$7.96K ﹤0.01%
23
IBB icon
359
iShares Biotechnology ETF
IBB
$8.31B
$7.93K ﹤0.01%
47
ISRG icon
360
Intuitive Surgical
ISRG
$175B
$7.93K ﹤0.01%
14
VCR icon
361
Vanguard Consumer Discretionary ETF
VCR
$6.04B
$7.88K ﹤0.01%
20
-12,583
ZION icon
362
Zions Bancorporation
ZION
$8.4B
$7.84K ﹤0.01%
134
CLX icon
363
Clorox
CLX
$13.8B
$7.76K ﹤0.01%
77
+56
BLK icon
364
Blackrock
BLK
$159B
$7.49K ﹤0.01%
7
-7
ED icon
365
Consolidated Edison
ED
$40.2B
$7.45K ﹤0.01%
75
IRM icon
366
Iron Mountain
IRM
$31.5B
$7.3K ﹤0.01%
88
CRM icon
367
Salesforce
CRM
$190B
$7.15K ﹤0.01%
27
DGX icon
368
Quest Diagnostics
DGX
$22.5B
$6.94K ﹤0.01%
40
KMI icon
369
Kinder Morgan
KMI
$74.5B
$6.9K ﹤0.01%
251
MU icon
370
Micron Technology
MU
$433B
$6.85K ﹤0.01%
24
PSX icon
371
Phillips 66
PSX
$67.2B
$6.84K ﹤0.01%
53
JEPQ icon
372
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$34B
$6.74K ﹤0.01%
116
+3
SPYV icon
373
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.4B
$6.7K ﹤0.01%
118
VTRS icon
374
Viatris
VTRS
$16.7B
$6.65K ﹤0.01%
534
+27
KDP icon
375
Keurig Dr Pepper
KDP
$38.5B
$6.53K ﹤0.01%
233
13 14
15
16 17