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
$206M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.99M
3
+$5.73M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.78M
5
FJAN icon
FT Vest US Equity Buffer ETF January
FJAN
+$3.47M

Top Sells

1
+$9.92M
2
+$4.92M
3
+$3.66M
4
FCG icon
First Trust Natural Gas ETF
FCG
+$2.59M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$2.32M

Sector Composition

1 Financials 2.12%
2 Communication Services 1.98%
3 Technology 1.96%
4 Energy 0.8%
5 Real Estate 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.6%
6,682
+6,612
27
$1.16M 0.57%
+11,545
28
$1.15M 0.56%
1,711
+1,698
29
$1.15M 0.56%
2,292
-71
30
$1.08M 0.52%
2,525
-361
31
$1,000K 0.49%
+29,607
32
$890K 0.43%
+29,906
33
$731K 0.36%
3,472
+764
34
$574K 0.28%
2,970
+120
35
$567K 0.28%
1,269
+291
36
$553K 0.27%
+43,649
37
$535K 0.26%
+45,606
38
$532K 0.26%
+44,827
39
$414K 0.2%
+12,293
40
$379K 0.18%
+14,119
41
$350K 0.17%
3,693
-140
42
$347K 0.17%
8,262
43
$321K 0.16%
+16,265
44
$320K 0.16%
32,728
45
$302K 0.15%
14,748
46
$264K 0.13%
17,214
47
$262K 0.13%
5,606
48
$242K 0.12%
+7,907
49
$242K 0.12%
+37,956
50
$235K 0.11%
11,299
-110,297
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