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
551
$567 ﹤0.01%
+3
552
$566 ﹤0.01%
19
+12
553
$559 ﹤0.01%
+4
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$559 ﹤0.01%
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555
$539 ﹤0.01%
100
+42
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557
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559
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560
$467 ﹤0.01%
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561
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$458 ﹤0.01%
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$439 ﹤0.01%
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$433 ﹤0.01%
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566
$424 ﹤0.01%
36
567
$413 ﹤0.01%
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568
$413 ﹤0.01%
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569
$404 ﹤0.01%
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570
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571
$388 ﹤0.01%
25
572
$332 ﹤0.01%
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574
$308 ﹤0.01%
+7
575
$300 ﹤0.01%
4
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