ACM

Anfield Capital Management Portfolio holdings

AUM $363M
1-Year Est. Return 24.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$248M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$16.1M
3
+$12.2M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$12M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$9.49M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.18%
2 Technology 3.83%
3 Consumer Discretionary 3.17%
4 Healthcare 2.11%
5 Consumer Staples 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$0 ﹤0.01%
+20
402
– –
0
403
$0 ﹤0.01%
+10
404
$0 ﹤0.01%
+5
405
$0 ﹤0.01%
+2
406
$0 ﹤0.01%
+7
407
$0 ﹤0.01%
+24
408
$0 ﹤0.01%
+127
409
$0 ﹤0.01%
+31
410
– –
0
411
$0 ﹤0.01%
+18
412
$0 ﹤0.01%
+14
413
$0 ﹤0.01%
+1
414
$0 ﹤0.01%
+22
415
$0 ﹤0.01%
+9
13 14 15 16
17