ACM
Anfield Capital Management Portfolio holdings
AUM
$302M
This Quarter Return
+4.2%
1 Year Return
+14.39%
3 Year Return
+54.96%
5 Year Return
+95.56%
10 Year Return
–
AUM
$262M
AUM Growth
+$262M
(+27%)
Cap. Flow
+$52.5M
Cap. Flow
% of AUM
20.01%
Top 10 Holdings %
Top 10 Hldgs %
59.33%
Holding
473
New
69
Increased
79
Reduced
27
Closed
19
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$14M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$8.14M |
| 3 |
iShares MBS ETF
MBB
|
$7.61M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$6.2M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$6.2M |
Top Sells
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$6.29M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$5.85M |
| 3 |
iShares Convertible Bond ETF
ICVT
|
$1.34M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.34M |
| 5 |
Arch Capital
ACGL
|
$1.16M |
Sector Composition
| 1 | Technology | 2.79% |
| 2 | Healthcare | 2.09% |
| 3 | Communication Services | 1.96% |
| 4 | Financials | 1.42% |
| 5 | Consumer Staples | 0.75% |
