ACM

Anfield Capital Management Portfolio holdings

AUM $317M
1-Year Est. Return 19.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.23M
3
+$589K
4
YMAR icon
FT Vest International Equity Moderate Buffer ETF March
YMAR
+$564K
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$525K

Top Sells

1
+$557K
2
+$540K
3
+$499K
4
FDVL
Foundations Dynamic Value ETF
FDVL
+$467K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$319K

Sector Composition

1 Consumer Discretionary 3.29%
2 Communication Services 3.27%
3 Consumer Staples 1.63%
4 Technology 0.99%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.34K ﹤0.01%
30
427
$2.3K ﹤0.01%
60
428
$2.3K ﹤0.01%
104
429
$2.29K ﹤0.01%
102
430
$2.28K ﹤0.01%
125
+109
431
$2.27K ﹤0.01%
23
432
$2.24K ﹤0.01%
+13
433
$2.24K ﹤0.01%
42
434
$2.15K ﹤0.01%
14
435
$2.15K ﹤0.01%
106
436
$2.09K ﹤0.01%
100
437
$2.07K ﹤0.01%
9
438
$2.05K ﹤0.01%
8
439
$2.02K ﹤0.01%
15
440
$1.85K ﹤0.01%
15
441
$1.8K ﹤0.01%
85
442
$1.77K ﹤0.01%
+26
443
$1.75K ﹤0.01%
+8
444
$1.73K ﹤0.01%
37
445
$1.71K ﹤0.01%
18
446
$1.6K ﹤0.01%
+7
447
$1.59K ﹤0.01%
3
448
$1.56K ﹤0.01%
+11
449
$1.55K ﹤0.01%
+7
450
$1.55K ﹤0.01%
22
16 17
18
19 20