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
QTEC icon
376
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.85B
$4.47K ﹤0.01%
+21
IT icon
377
Gartner
IT
$16.7B
$4.45K ﹤0.01%
11
DEO icon
378
Diageo
DEO
$52.6B
$4.44K ﹤0.01%
44
+10
DHY
379
Credit Suisse High Yield Credit Fund
DHY
$210M
$4.42K ﹤0.01%
2,074
IHI icon
380
iShares US Medical Devices ETF
IHI
$4.38B
$4.38K ﹤0.01%
+70
DTE icon
381
DTE Energy
DTE
$28.5B
$4.37K ﹤0.01%
33
+6
AEP icon
382
American Electric Power
AEP
$64.8B
$4.36K ﹤0.01%
42
GEN icon
383
Gen Digital
GEN
$16.5B
$4.26K ﹤0.01%
145
TPL icon
384
Texas Pacific Land
TPL
$23.5B
$4.23K ﹤0.01%
4
SJM icon
385
J.M. Smucker
SJM
$11.6B
$4.22K ﹤0.01%
43
LNC icon
386
Lincoln National
LNC
$7.8B
$4.19K ﹤0.01%
121
DOC icon
387
Healthpeak Properties
DOC
$12.1B
$4.04K ﹤0.01%
231
VTR icon
388
Ventas
VTR
$36.6B
$4.04K ﹤0.01%
64
QUBT icon
389
Quantum Computing Inc
QUBT
$2.37B
$4.03K ﹤0.01%
210
+110
ASML icon
390
ASML
ASML
$391B
$4.01K ﹤0.01%
5
SCHK icon
391
Schwab 1000 Index ETF
SCHK
$4.68B
$4K ﹤0.01%
134
BMY icon
392
Bristol-Myers Squibb
BMY
$95B
$3.94K ﹤0.01%
85
VRSK icon
393
Verisk Analytics
VRSK
$30.1B
$3.74K ﹤0.01%
12
PNW icon
394
Pinnacle West Capital
PNW
$10.6B
$3.67K ﹤0.01%
41
FICO icon
395
Fair Isaac
FICO
$41.3B
$3.66K ﹤0.01%
2
DOW icon
396
Dow Inc
DOW
$16.3B
$3.65K ﹤0.01%
138
+112
GILD icon
397
Gilead Sciences
GILD
$155B
$3.55K ﹤0.01%
32
ELS icon
398
Equity Lifestyle Properties
ELS
$12B
$3.52K ﹤0.01%
57
ADBE icon
399
Adobe
ADBE
$139B
$3.48K ﹤0.01%
9
MEDP icon
400
Medpace
MEDP
$16.6B
$3.45K ﹤0.01%
11