ACM

Anfield Capital Management Portfolio holdings

AUM $317M
1-Year Est. Return 19.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.23M
3
+$589K
4
YMAR icon
FT Vest International Equity Moderate Buffer ETF March
YMAR
+$564K
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$525K

Top Sells

1
+$557K
2
+$540K
3
+$499K
4
FDVL
Foundations Dynamic Value ETF
FDVL
+$467K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$319K

Sector Composition

1 Consumer Discretionary 3.29%
2 Communication Services 3.27%
3 Consumer Staples 1.63%
4 Technology 0.99%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.79M 0.92%
98,243
-2,006
27
$2.03M 0.67%
9,244
+60
28
$1.95M 0.65%
14,570
29
$1.89M 0.62%
221,240
-5,762
30
$1.85M 0.61%
2,510
+2
31
$1.77M 0.59%
5,656
32
$1.62M 0.53%
+41,482
33
$1.54M 0.51%
21,524
34
$1.52M 0.5%
52,472
35
$1.5M 0.5%
49,377
-6,073
36
$1.47M 0.49%
141,281
-7,573
37
$1.47M 0.49%
9,729
38
$1.46M 0.48%
1,475
39
$1.42M 0.47%
16,158
40
$1.41M 0.47%
14,407
41
$1.4M 0.46%
5,242
42
$1.39M 0.46%
15,375
43
$1.38M 0.46%
5,031
44
$1.35M 0.45%
5,687
+9
45
$1.33M 0.44%
25,782
46
$1.33M 0.44%
2,333
+41
47
$1.29M 0.43%
+35,257
48
$968K 0.32%
30,134
49
$901K 0.3%
5,701
+147
50
$717K 0.24%
1,441
+115
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2
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