ACM

Anfield Capital Management Portfolio holdings

AUM $363M
1-Year Est. Return 24.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.11%
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
+$11.5M
2
+$8.99M
3
+$5.08M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.74M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.14M

Top Sells

1
+$9.7M
2
+$8.32M
3
+$3.7M
4
FJAN icon
FT Vest US Equity Buffer ETF January
FJAN
+$3.57M
5
FEZ icon
State Street SPDR EURO STOXX 50 ETF
FEZ
+$2.47M

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
351
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-51,920
352
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353
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-89,738
354
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-16,671
355
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356
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357
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-8,329
358
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-30,224
359
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-61,023
360
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-6,434
361
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-29,259
362
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-84,576
363
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-10,369
364
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-14,261
365
– –
-67,953
366
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-30,082
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