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
526
$846 ﹤0.01%
3
-40
527
$842 ﹤0.01%
37
528
$820 ﹤0.01%
16
529
$814 ﹤0.01%
+4
530
$812 ﹤0.01%
16
531
$784 ﹤0.01%
8
+6
532
$771 ﹤0.01%
15
533
$766 ﹤0.01%
+10
534
$760 ﹤0.01%
8
535
$747 ﹤0.01%
+6
536
$740 ﹤0.01%
+3
537
$734 ﹤0.01%
17
+15
538
$729 ﹤0.01%
+2
539
$702 ﹤0.01%
+67
540
$696 ﹤0.01%
+5
541
$675 ﹤0.01%
+19
542
$670 ﹤0.01%
+8
543
$658 ﹤0.01%
+17
544
$645 ﹤0.01%
+5
545
$608 ﹤0.01%
+10
546
$603 ﹤0.01%
+4
547
$596 ﹤0.01%
26
-112
548
$589 ﹤0.01%
+3
549
$583 ﹤0.01%
+4
550
$574 ﹤0.01%
+7
20 21
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