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
$290M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$2.83M
3
+$2.4M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.2M
5
AAPL icon
Apple
AAPL
+$1.42M

Top Sells

1
+$12.5M
2
+$11.2M
3
+$6.52M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.33M
5
MBB icon
iShares MBS ETF
MBB
+$3.16M

Sector Composition

1 Financials 2.85%
2 Technology 2.41%
3 Real Estate 2.12%
4 Healthcare 0.58%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 0.83%
8,250
+96
27
$2.22M 0.77%
12,494
+7,970
28
$2.07M 0.71%
24,993
+294
29
$2.04M 0.7%
39,310
+462
30
$1.99M 0.69%
93,856
-6,694
31
$1.95M 0.67%
37,317
+438
32
$1.94M 0.67%
14,119
+165
33
$1.91M 0.66%
26,795
+315
34
$1.58M 0.54%
31,257
-2,252
35
$1.53M 0.53%
54,395
+639
36
$1.42M 0.49%
64,241
+710
37
$1.41M 0.49%
60,978
+717
38
$1.37M 0.47%
43,062
+507
39
$1.3M 0.45%
11,910
-33
40
$1.25M 0.43%
12,016
+141
41
$1.23M 0.43%
72,140
+849
42
$1.23M 0.42%
15,975
+195
43
$1.21M 0.42%
+46,726
44
$1.19M 0.41%
28,480
+336
45
$1.05M 0.36%
15,515
+183
46
$946K 0.33%
+16,072
47
$857K 0.3%
2,548
+305
48
$850K 0.29%
3,233
49
$842K 0.29%
+33,087
50
$768K 0.26%
12,535
+147
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