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
$340M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1 +$22.4M
2 +$5.01M
3 +$4.95M
4
CELH icon
Celsius Holdings
CELH
+$2.43M
5
NVDA icon
NVIDIA
NVDA
+$2.4M

Top Sells

1 +$9.29M
2 +$8.59M
3 +$4.96M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$3.89M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.48M

Sector Composition

1 Industrials 3.56%
2 Technology 3.26%
3 Financials 2.69%
4 Materials 2.13%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPYV icon
376
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.7B
$6.53K ﹤0.01%
118
JEPQ icon
377
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31.8B
$6.5K ﹤0.01%
+113
HD icon
378
Home Depot
HD
$356B
$6.48K ﹤0.01%
16
-11
ORCL icon
379
Oracle
ORCL
$592B
$6.47K ﹤0.01%
23
+15
ULTY icon
380
YieldMax Ultra Option Income Strategy ETF
ULTY
$13.8B
$6.41K ﹤0.01%
+1,172
CRM icon
381
Salesforce
CRM
$227B
$6.4K ﹤0.01%
27
+15
CBTA
382
Calamos Bitcoin 80 Series Structured Alt Protection ETF - April
CBTA
$2.92M
$6.3K ﹤0.01%
194
ISRG icon
383
Intuitive Surgical
ISRG
$202B
$6.26K ﹤0.01%
14
PODD icon
384
Insulet
PODD
$21.6B
$6.17K ﹤0.01%
20
BXP icon
385
Boston Properties
BXP
$11.3B
$6.1K ﹤0.01%
82
+5
FDL icon
386
First Trust Morningstar Dividend Leaders Index Fund
FDL
$6.08B
$6.08K ﹤0.01%
+140
AEP icon
387
American Electric Power
AEP
$63.1B
$5.96K ﹤0.01%
53
+11
KDP icon
388
Keurig Dr Pepper
KDP
$38.5B
$5.94K ﹤0.01%
233
WY icon
389
Weyerhaeuser
WY
$15.8B
$5.92K ﹤0.01%
239
COWZ icon
390
Pacer US Cash Cows 100 ETF
COWZ
$18.4B
$5.87K ﹤0.01%
+102
ABNB icon
391
Airbnb
ABNB
$72.8B
$5.71K ﹤0.01%
47
ARKB icon
392
ARK 21Shares Bitcoin ETF
ARKB
$1.49B
$5.7K ﹤0.01%
150
MEDP icon
393
Medpace
MEDP
$16.2B
$5.66K ﹤0.01%
11
CF icon
394
CF Industries
CF
$12.4B
$5.65K ﹤0.01%
63
PPA icon
395
Invesco Aerospace & Defense ETF
PPA
$6.49B
$5.6K ﹤0.01%
36
VTV icon
396
Vanguard Value ETF
VTV
$154B
$5.59K ﹤0.01%
30
PYPL icon
397
PayPal
PYPL
$57.3B
$5.57K ﹤0.01%
83
+13
CVS icon
398
CVS Health
CVS
$95.2B
$5.5K ﹤0.01%
73
-18
EQNR icon
399
Equinor
EQNR
$58.6B
$5.46K ﹤0.01%
224
SNPS icon
400
Synopsys
SNPS
$88.9B
$5.43K ﹤0.01%
11
+8