ACM

Anfield Capital Management Portfolio holdings

AUM $302M
1-Year Est. Return 14.39%
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.31M
3
+$5.08M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.93M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.23M

Top Sells

1
+$10M
2
+$8.72M
3
+$3.97M
4
FJAN icon
FT Vest US Equity Buffer ETF January
FJAN
+$3.57M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$2.63M

Sector Composition

1 Financials 2.22%
2 Technology 2.22%
3 Real Estate 1.88%
4 Healthcare 1.86%
5 Energy 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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361
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365
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-67,953
366
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