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
$276M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$379K
3
+$322K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$315K
5
PSMO icon
Pacer Swan SOS Moderate October ETF
PSMO
+$305K

Top Sells

1
+$1.54M
2
+$196K
3
+$189K
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$183K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$128K

Sector Composition

1 Technology 2.15%
2 Communication Services 2.1%
3 Healthcare 1.94%
4 Financials 1.44%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.66%
3,107
-31
27
$1.78M 0.65%
5,647
28
$1.72M 0.62%
205,012
+560
29
$1.72M 0.62%
3,290
30
$1.66M 0.6%
18,453
31
$1.64M 0.6%
56,444
-1,129
32
$1.64M 0.59%
1,789
+29
33
$1.58M 0.57%
42,144
-670
34
$1.55M 0.56%
5,466
35
$1.46M 0.53%
7,654
-12
36
$1.31M 0.48%
37,542
+10,830
37
$1.26M 0.46%
124,456
-5,861
38
$1.23M 0.45%
2,292
39
$1.21M 0.44%
1,563
40
$1.2M 0.44%
2,977
41
$931K 0.34%
30,134
42
$800K 0.29%
3,196
-427
43
$603K 0.22%
43,649
44
$581K 0.21%
2,646
+64
45
$570K 0.21%
44,827
46
$548K 0.2%
1,299
+9
47
$467K 0.17%
45,606
48
$454K 0.16%
12,868
49
$446K 0.16%
14,047
50
$429K 0.16%
15,541
+11,049
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