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
$290M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$2.83M
3
+$2.4M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.2M
5
AAPL icon
Apple
AAPL
+$1.42M

Top Sells

1
+$12.5M
2
+$11.2M
3
+$6.52M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.33M
5
MBB icon
iShares MBS ETF
MBB
+$3.16M

Sector Composition

1 Financials 2.85%
2 Technology 2.41%
3 Real Estate 2.12%
4 Healthcare 0.58%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$727K 0.25%
13,107
+153
52
$635K 0.22%
5,570
-57,210
53
$601K 0.21%
3,287
54
$569K 0.2%
29,278
-600
55
$523K 0.18%
5,868
+93
56
$521K 0.18%
1,479
+102
57
$481K 0.17%
4,477
-29,442
58
$427K 0.15%
2,560
+640
59
$425K 0.15%
14,450
+1,690
60
$411K 0.14%
10,000
61
$408K 0.14%
12,252
-24
62
$391K 0.13%
2,286
-75
63
$389K 0.13%
+10,631
64
$352K 0.12%
+11,505
65
$325K 0.11%
8,041
66
$319K 0.11%
2,200
67
$305K 0.11%
537
+46
68
$298K 0.1%
+14,253
69
$286K 0.1%
9,785
70
$269K 0.09%
+6,256
71
$259K 0.09%
+5,000
72
$234K 0.08%
17,414
+336
73
$214K 0.07%
+636
74
$211K 0.07%
+1,460
75
$203K 0.07%
312
1 2
3
4 5