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
$263M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$8.96M
2
+$4.56M
3
+$3.03M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.76M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.71M

Top Sells

1
+$7.3M
2
+$7.26M
3
+$6.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.13M
5
FFC
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
+$2.89M

Sector Composition

1 Financials 2.91%
2 Real Estate 2.04%
3 Technology 1.71%
4 Communication Services 0.49%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$760K 0.29%
34,329
-14,166
52
$629K 0.24%
4,595
+219
53
$618K 0.24%
3,233
54
$541K 0.21%
5,299
+3,276
55
$514K 0.2%
+15,856
56
$446K 0.17%
33,654
+508
57
$398K 0.15%
10,000
58
$359K 0.14%
+11,763
59
$337K 0.13%
1,960
-520
60
$334K 0.13%
11,846
+2,247
61
$321K 0.12%
1,419
+45
62
$309K 0.12%
+10,885
63
$269K 0.1%
2,200
+160
64
$269K 0.1%
+13,440
65
$255K 0.1%
3,699
66
$221K 0.08%
8,041
67
$209K 0.08%
+602
68
$194K 0.07%
+491
69
$192K 0.07%
+1,469
70
$192K 0.07%
+659
71
$181K 0.07%
+1,359
72
$177K 0.07%
+3,648
73
$172K 0.07%
+322
74
$171K 0.07%
+312
75
$162K 0.06%
+2,684
1 2
3
4 5