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
$253M
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.83M
3
+$5.74M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.88M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.62M

Top Sells

1
+$3.85M
2
+$2.73M
3
+$1.69M
4
NRO
Neuberger Berman Real Estate Securities Income Fund
NRO
+$1.39M
5
GBDC icon
Golub Capital BDC
GBDC
+$1.38M

Sector Composition

1 Financials 2.84%
2 Real Estate 2.58%
3 Technology 2.51%
4 Consumer Staples 1.36%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 0.85%
48,259
27
$2.15M 0.85%
35,523
+16,490
28
$2.01M 0.79%
35,324
+26,277
29
$1.85M 0.73%
61,152
+28,359
30
$1.76M 0.69%
20,044
+9,474
31
$1.68M 0.67%
14,374
-894
32
$1.63M 0.64%
67,649
-719
33
$1.62M 0.64%
102,520
+48,015
34
$1.58M 0.63%
70,214
+33,009
35
$1.57M 0.62%
86,393
+39,682
36
$1.25M 0.49%
8,561
+69
37
$1.21M 0.48%
5,886
38
$1.2M 0.47%
59,896
-2,293
39
$1.17M 0.46%
541,249
40
$999K 0.4%
10,680
41
$954K 0.38%
22,174
42
$921K 0.36%
35,186
43
$917K 0.36%
7,753
44
$913K 0.36%
8,592
-12
45
$902K 0.36%
8,540
+333
46
$779K 0.31%
5,940
+89
47
$779K 0.31%
9,599
48
$717K 0.28%
6,342
49
$703K 0.28%
10,024
+168
50
$701K 0.28%
2,642
+41
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