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
576
$300 ﹤0.01%
+3
577
$299 ﹤0.01%
+5
578
$294 ﹤0.01%
17
579
$293 ﹤0.01%
+11
580
$289 ﹤0.01%
+11
581
$289 ﹤0.01%
+37
582
$278 ﹤0.01%
24
583
$275 ﹤0.01%
+3
584
$271 ﹤0.01%
92
585
$266 ﹤0.01%
22
586
$266 ﹤0.01%
11
587
$264 ﹤0.01%
1
588
$262 ﹤0.01%
5
589
$259 ﹤0.01%
3
590
$241 ﹤0.01%
+7
591
$236 ﹤0.01%
+3
592
$229 ﹤0.01%
+3
593
$205 ﹤0.01%
+5
594
$201 ﹤0.01%
35
595
$179 ﹤0.01%
20
-113
596
$160 ﹤0.01%
75
597
$142 ﹤0.01%
+1
598
$139 ﹤0.01%
3
599
$129 ﹤0.01%
6
600
$128 ﹤0.01%
7
22 23
24
25 26