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
$210M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$609K
2
+$414K
3
+$375K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$353K
5
BXSL icon
Blackstone Secured Lending
BXSL
+$321K

Top Sells

1
+$1.18M
2
+$342K
3
+$329K
4
RAYC icon
Rayliant Quantamental China Equity ETF
RAYC
+$211K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$205K

Sector Composition

1 Real Estate 1.79%
2 Healthcare 1.51%
3 Financials 1.41%
4 Energy 0.44%
5 Utilities 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$469K 0.22%
4,725
52
$460K 0.22%
1,353
53
$458K 0.22%
53,405
+1,420
54
$456K 0.22%
6,612
-558
55
$451K 0.22%
7,505
56
$438K 0.21%
15,537
57
$428K 0.2%
8,538
+2,578
58
$407K 0.19%
8,412
59
$388K 0.18%
10,360
60
$387K 0.18%
8,710
61
$360K 0.17%
1,243
+43
62
$337K 0.16%
3,915
+135
63
$321K 0.15%
+14,135
64
$315K 0.15%
457
+16
65
$279K 0.13%
2,019
+25
66
$262K 0.12%
1,955
+67
67
$246K 0.12%
1,823
+63
68
$216K 0.1%
6,030
69
$211K 0.1%
+795
70
$210K 0.1%
1,773
+63
71
$210K 0.1%
8,041
72
$198K 0.09%
17,990
+294
73
$195K 0.09%
11,501
74
$177K 0.08%
1,003
+31
75
$132K 0.06%
1,976
+60
1 2
3
4