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
KO icon
351
Coca-Cola
KO
$306B
$6.23K ﹤0.01%
88
+21
ABNB icon
352
Airbnb
ABNB
$74B
$6.22K ﹤0.01%
47
SPYV icon
353
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$29.2B
$6.18K ﹤0.01%
118
WY icon
354
Weyerhaeuser
WY
$16B
$6.14K ﹤0.01%
+239
CBTA
355
Calamos Bitcoin 80 Series Structured Alt Protection ETF - April
CBTA
$2.93M
$5.95K ﹤0.01%
+194
IBB icon
356
iShares Biotechnology ETF
IBB
$6.57B
$5.95K ﹤0.01%
47
CF icon
357
CF Industries
CF
$13.3B
$5.8K ﹤0.01%
63
EQNR icon
358
Equinor
EQNR
$61.4B
$5.63K ﹤0.01%
224
ANSS
359
DELISTED
Ansys
ANSS
$5.62K ﹤0.01%
16
CTRA icon
360
Coterra Energy
CTRA
$20.1B
$5.61K ﹤0.01%
221
AVGO icon
361
Broadcom
AVGO
$1.62T
$5.51K ﹤0.01%
20
+14
CAG icon
362
Conagra Brands
CAG
$8.35B
$5.49K ﹤0.01%
268
DG icon
363
Dollar General
DG
$23B
$5.38K ﹤0.01%
47
ARKB icon
364
ARK 21Shares Bitcoin ETF
ARKB
$1.51B
$5.37K ﹤0.01%
150
VTV icon
365
Vanguard Value ETF
VTV
$148B
$5.3K ﹤0.01%
30
PYPL icon
366
PayPal
PYPL
$58.8B
$5.2K ﹤0.01%
70
BXP icon
367
Boston Properties
BXP
$11.2B
$5.2K ﹤0.01%
77
PPA icon
368
Invesco Aerospace & Defense ETF
PPA
$6.43B
$5.1K ﹤0.01%
+36
GIS icon
369
General Mills
GIS
$25.3B
$5.03K ﹤0.01%
97
MDT icon
370
Medtronic
MDT
$123B
$4.88K ﹤0.01%
56
SCHM icon
371
Schwab US Mid-Cap ETF
SCHM
$13.3B
$4.88K ﹤0.01%
174
QQQM icon
372
Invesco NASDAQ 100 ETF
QQQM
$63.9B
$4.77K ﹤0.01%
21
CNC icon
373
Centene
CNC
$17.9B
$4.67K ﹤0.01%
86
EIX icon
374
Edison International
EIX
$22.6B
$4.59K ﹤0.01%
89
+14
VTRS icon
375
Viatris
VTRS
$12.3B
$4.53K ﹤0.01%
507