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
$276M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$379K
3
+$322K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$315K
5
PSMO icon
Pacer Swan SOS Moderate October ETF
PSMO
+$305K

Top Sells

1
+$1.54M
2
+$196K
3
+$189K
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$183K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$128K

Sector Composition

1 Technology 2.15%
2 Communication Services 2.1%
3 Healthcare 1.94%
4 Financials 1.44%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$107 ﹤0.01%
+7
427
$103 ﹤0.01%
3
428
$92 ﹤0.01%
+6
429
$83 ﹤0.01%
6
430
$81 ﹤0.01%
2
431
$80 ﹤0.01%
92
432
$77 ﹤0.01%
7
433
$68 ﹤0.01%
2
434
$47 ﹤0.01%
+10
435
$18 ﹤0.01%
1
436
– –
-523
437
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-16,016
438
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439
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-156
440
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441
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442
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-4
446
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-879
447
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448
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449
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-25
450
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-224
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