ACM

Anfield Capital Management Portfolio holdings

AUM $317M
1-Year Est. Return 19.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
-$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.91M
3
+$1.88M
4
WCLD icon
WisdomTree Cloud Computing Fund
WCLD
+$1.85M
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$1.67M

Top Sells

1
+$11.5M
2
+$8.54M
3
+$6.76M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.19M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.81M

Sector Composition

1 Real Estate 3.03%
2 Financials 2.51%
3 Technology 1.7%
4 Healthcare 0.23%
5 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$401K 0.23%
3,233
52
$400K 0.23%
1,901
-3,985
53
$368K 0.21%
31,984
+16,205
54
$342K 0.2%
10,000
-1,000
55
$339K 0.2%
2,274
-6,287
56
$331K 0.19%
2,100
-460
57
$315K 0.18%
2,847
58
$278K 0.16%
6,652
59
$275K 0.16%
+9,823
60
$274K 0.16%
+7,458
61
$274K 0.16%
+5,302
62
$249K 0.14%
2,244
63
$245K 0.14%
+1,297
64
$216K 0.12%
4,412
-43,847
65
$137K 0.08%
+1,650
66
$63K 0.04%
2,028
67
$55K 0.03%
11,000
68
– –
-6,108
69
– –
-4,973
70
– –
-3,020
71
– –
-7,753
72
– –
-2,642
73
– –
-7,728
74
– –
-10,024
75
– –
-4,372
1 2
3
4 5