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
$250M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.94M
3
+$9.69M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$7.24M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$5.02M

Top Sells

1
+$7.07M
2
+$5.97M
3
+$5.68M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.12M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.06M

Sector Composition

1 Financials 2.48%
2 Technology 2.01%
3 Real Estate 1.86%
4 Consumer Discretionary 0.28%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.44%
9,981
+3,639
52
$1.08M 0.43%
11,311
-1,806
53
$1.07M 0.43%
48,495
+31,595
54
$1.05M 0.42%
11,800
-17,310
55
$1.03M 0.41%
12,342
-17,310
56
$1M 0.4%
14,600
-23,570
57
$993K 0.4%
8,000
-12,100
58
$973K 0.39%
7,478
+3,069
59
$678K 0.27%
+3,272
60
$650K 0.26%
7,884
+5,479
61
$649K 0.26%
17,915
+7,052
62
$648K 0.26%
12,687
+4,970
63
$605K 0.24%
4,566
64
$582K 0.23%
3,233
65
$562K 0.22%
28,763
66
$535K 0.21%
4,376
-252
67
$467K 0.19%
1,981
+80
68
$453K 0.18%
17,286
+2,958
69
$430K 0.17%
33,146
+16,745
70
$384K 0.15%
2,480
-560
71
$380K 0.15%
10,000
72
$376K 0.15%
2,286
+12
73
$327K 0.13%
3,752
+1,400
74
$327K 0.13%
2,516
+1,023
75
$324K 0.13%
+6,239
1 2
3
4 5