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
MDT icon
401
Medtronic
MDT
$131B
$5.33K ﹤0.01%
56
TRV icon
402
Travelers Companies
TRV
$63.4B
$5.3K ﹤0.01%
19
-7
STZ icon
403
Constellation Brands
STZ
$24B
$5.25K ﹤0.01%
39
QQQM icon
404
Invesco NASDAQ 100 ETF
QQQM
$70.6B
$5.19K ﹤0.01%
21
CMCSA icon
405
Comcast
CMCSA
$100B
$5.18K ﹤0.01%
165
-67
SCHM icon
406
Schwab US Mid-Cap ETF
SCHM
$12.2B
$5.16K ﹤0.01%
174
CTRA icon
407
Coterra Energy
CTRA
$20.7B
$5.08K ﹤0.01%
215
-6
VTRS icon
408
Viatris
VTRS
$12.5B
$5.02K ﹤0.01%
507
ADBE icon
409
Adobe
ADBE
$137B
$4.94K ﹤0.01%
14
+5
CAG icon
410
Conagra Brands
CAG
$8.21B
$4.91K ﹤0.01%
268
GIS icon
411
General Mills
GIS
$24.6B
$4.89K ﹤0.01%
97
LNC icon
412
Lincoln National
LNC
$7.96B
$4.88K ﹤0.01%
121
DG icon
413
Dollar General
DG
$24.2B
$4.86K ﹤0.01%
47
QTEC icon
414
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3.05B
$4.82K ﹤0.01%
21
SJM icon
415
J.M. Smucker
SJM
$10.7B
$4.67K ﹤0.01%
43
VTR icon
416
Ventas
VTR
$37.6B
$4.48K ﹤0.01%
64
KO icon
417
Coca-Cola
KO
$305B
$4.44K ﹤0.01%
67
-21
INTC icon
418
Intel
INTC
$209B
$4.43K ﹤0.01%
132
+30
DOC icon
419
Healthpeak Properties
DOC
$12B
$4.42K ﹤0.01%
231
SCHK icon
420
Schwab 1000 Index ETF
SCHK
$4.84B
$4.3K ﹤0.01%
134
DHY
421
Credit Suisse High Yield Credit Fund
DHY
$212M
$4.27K ﹤0.01%
2,074
EIX icon
422
Edison International
EIX
$22B
$4.15K ﹤0.01%
75
-14
GEN icon
423
Gen Digital
GEN
$16.8B
$4.12K ﹤0.01%
145
CLF icon
424
Cleveland-Cliffs
CLF
$7.42B
$4.09K ﹤0.01%
335
IHI icon
425
iShares US Medical Devices ETF
IHI
$4.26B
$4.08K ﹤0.01%
68
-2
15 16
17
18 19