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
$207M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.31M
3
+$5.08M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.93M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.23M

Top Sells

1
+$10M
2
+$8.72M
3
+$3.97M
4
FJAN icon
FT Vest US Equity Buffer ETF January
FJAN
+$3.57M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$2.63M

Sector Composition

1 Financials 2.22%
2 Technology 2.22%
3 Real Estate 1.88%
4 Healthcare 1.86%
5 Energy 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.75%
+16,612
27
$1.52M 0.73%
73,516
+5,040
28
$1.46M 0.71%
+3,015
29
$1.44M 0.69%
15,037
+1,113
30
$1.43M 0.69%
73,961
+5,076
31
$1.42M 0.69%
84,162
+5,772
32
$1.39M 0.67%
+5,359
33
$1.39M 0.67%
61,761
+4,248
34
$1.35M 0.65%
+1,739
35
$1.32M 0.64%
54,632
+3,744
36
$1.3M 0.63%
59,113
+4,056
37
$1.27M 0.61%
+17,460
38
$1.27M 0.61%
+2,886
39
$1.19M 0.57%
+1,623
40
$1.19M 0.57%
6,016
+420
41
$1.18M 0.57%
51,446
+3,528
42
$1.17M 0.57%
+10,498
43
$1.16M 0.56%
28,521
+1,956
44
$1.14M 0.55%
2,363
-28
45
$1.13M 0.55%
47,645
+3,264
46
$1.12M 0.54%
+1,353
47
$1.11M 0.53%
27,823
+2,071
48
$1.09M 0.53%
54,020
+3,708
49
$1.08M 0.52%
+2,576
50
$1.02M 0.49%
56,370
+3,864
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