ACM

Anfield Capital Management Portfolio holdings

AUM $302M
1-Year Est. Return 14.39%
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.83M
3
+$5.74M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.88M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.62M

Top Sells

1
+$3.85M
2
+$2.73M
3
+$1.69M
4
NRO
Neuberger Berman Real Estate Securities Income Fund
NRO
+$1.39M
5
GBDC icon
Golub Capital BDC
GBDC
+$1.38M

Sector Composition

1 Financials 2.84%
2 Real Estate 2.58%
3 Technology 2.51%
4 Consumer Staples 1.36%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$616K 0.24%
4,890
+87
52
$602K 0.24%
4,372
+77
53
$601K 0.24%
4,213
+104
54
$594K 0.23%
2,429
+44
55
$592K 0.23%
7,728
+137
56
$572K 0.23%
12,140
+223
57
$570K 0.23%
9,919
+185
58
$551K 0.22%
11,554
+160
59
$548K 0.22%
2,063
+892
60
$537K 0.21%
1,418
+27
61
$531K 0.21%
2,866
62
$530K 0.21%
4,158
+86
63
$518K 0.2%
6,108
+121
64
$518K 0.2%
+6,806
65
$512K 0.2%
5,000
66
$511K 0.2%
9,200
+204
67
$510K 0.2%
2,623
+54
68
$502K 0.2%
11,730
+255
69
$496K 0.2%
9,082
+183
70
$477K 0.19%
6,181
+144
71
$471K 0.19%
2,704
72
$463K 0.18%
9,792
+219
73
$457K 0.18%
4,734
+103
74
$415K 0.16%
15,070
+373
75
$405K 0.16%
2,560
+120
1 2
3
4 5