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
$321M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.29M
3
+$7.2M
4
MBB icon
iShares MBS ETF
MBB
+$3.67M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.5M

Top Sells

1
+$2.83M
2
+$1.84M
3
+$1.54M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.52M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.51M

Sector Composition

1 Financials 2.92%
2 Real Estate 1.67%
3 Technology 1.57%
4 Consumer Discretionary 0.29%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.39%
+11,297
52
$1.23M 0.38%
15,780
+390
53
$1.2M 0.37%
49,042
+1,164
54
$1.17M 0.37%
26,248
+624
55
$1.08M 0.34%
28,144
+672
56
$1.03M 0.32%
+11,744
57
$1.02M 0.32%
+19,589
58
$960K 0.3%
15,332
+366
59
$926K 0.29%
12,388
-114
60
$917K 0.29%
8,396
+198
61
$891K 0.28%
12,954
+306
62
$817K 0.25%
3,233
63
$689K 0.21%
+2,243
64
$675K 0.21%
4,524
-71
65
$597K 0.19%
+29,878
66
$576K 0.18%
5,775
+476
67
$434K 0.14%
+3,287
68
$405K 0.13%
12,276
-3,580
69
$397K 0.12%
1,377
-42
70
$395K 0.12%
10,000
71
$386K 0.12%
+2,361
72
$328K 0.1%
1,920
-40
73
$312K 0.1%
2,200
74
$283K 0.09%
9,785
-1,100
75
$282K 0.09%
12,760
-680
1 2
3
4 5