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
401
$15 ﹤0.01%
+1
402
$7 ﹤0.01%
+4
403
$3 ﹤0.01%
+6
404
$2 ﹤0.01%
+4
405
– –
-47,819
406
– –
-2,576
407
– –
-30
408
– –
-13
409
– –
-2,288
410
– –
-28,521
411
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-54
412
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-46
413
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-144
414
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-2
415
– –
-214,750
416
– –
-473
417
– –
-171,853
418
– –
-177
419
– –
-1,406
420
– –
-7
421
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-30
422
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-24
423
– –
-6,016
424
– –
-17,460
425
– –
-99
15 16
17
18 19