ACM

Anfield Capital Management Portfolio holdings

AUM $363M
1-Year Est. Return 24.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$4.86M
3
+$4.82M
4
QXO
QXO Inc
QXO
+$2.48M
5
ICE icon
Intercontinental Exchange
ICE
+$2.45M

Top Sells

1
+$8.73M
2
+$7.8M
3
+$4.96M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$3.99M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.42M

Sector Composition

1 Industrials 3.56%
2 Technology 3.26%
3 Financials 2.69%
4 Materials 2.13%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.43M 0.71%
+42,253
27
$2.4M 0.71%
+9,482
28
$2.38M 0.7%
+8,255
29
$2.37M 0.7%
13,007
+12,890
30
$2.36M 0.69%
+33,536
31
$2.35M 0.69%
+155,644
32
$2.35M 0.69%
+6,022
33
$2.34M 0.69%
+48,278
34
$2.34M 0.69%
+47,686
35
$2.32M 0.68%
+24,611
36
$2.32M 0.68%
+2,802
37
$2.31M 0.68%
+26,140
38
$2.31M 0.68%
+13,684
39
$2.3M 0.68%
14,242
+14,234
40
$2.3M 0.68%
+23,525
41
$2.29M 0.68%
+24,842
42
$2.29M 0.67%
+27,199
43
$2.28M 0.67%
+119,677
44
$2.27M 0.67%
+10,788
45
$2.03M 0.6%
9,481
-18,222
46
$1.99M 0.59%
20,317
-15,091
47
$1.9M 0.56%
220,887
-353
48
$1.65M 0.48%
41,082
-400
49
$1.57M 0.46%
141,281
50
$1.42M 0.42%
2,748
+1,307
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