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
$206M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.99M
3
+$5.73M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.78M
5
FJAN icon
FT Vest US Equity Buffer ETF January
FJAN
+$3.47M

Top Sells

1
+$9.92M
2
+$4.92M
3
+$3.66M
4
FCG icon
First Trust Natural Gas ETF
FCG
+$2.59M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$2.32M

Sector Composition

1 Financials 2.12%
2 Communication Services 1.98%
3 Technology 1.96%
4 Energy 0.8%
5 Real Estate 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$207 ﹤0.01%
6
377
$189 ﹤0.01%
+11
378
$148 ﹤0.01%
3
379
$144 ﹤0.01%
75
-200
380
$129 ﹤0.01%
4
381
$100 ﹤0.01%
+3
382
$96 ﹤0.01%
2
-10
383
$85 ﹤0.01%
+92
384
$79 ﹤0.01%
7
385
$77 ﹤0.01%
+2
386
$74 ﹤0.01%
6
387
$72 ﹤0.01%
4
388
$69 ﹤0.01%
1
389
$51 ﹤0.01%
+4
390
$49 ﹤0.01%
+4
391
$39 ﹤0.01%
4
392
$35 ﹤0.01%
50
-200
393
$34 ﹤0.01%
4
394
$34 ﹤0.01%
10
395
$27 ﹤0.01%
+4
396
$21 ﹤0.01%
1
397
$21 ﹤0.01%
+4
398
$21 ﹤0.01%
4
399
$20 ﹤0.01%
+5
400
$20 ﹤0.01%
1
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16
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