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
$216M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$3.19M
3
+$3.03M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$1.44M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$1.14M

Top Sells

1
+$7.21M
2
+$2.39M
3
+$2.11M
4
APXH
APEX HealthCare ETF
APXH
+$564K
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$275K

Sector Composition

1 Real Estate 1.79%
2 Financials 1.64%
3 Energy 0.42%
4 Utilities 0.36%
5 Technology 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$457K 0.21%
4,602
-34
52
$447K 0.21%
2,711
+750
53
$433K 0.2%
3,947
54
$402K 0.19%
7,991
-92
55
$395K 0.18%
9,431
56
$378K 0.17%
12,825
57
$377K 0.17%
1,059
58
$352K 0.16%
14,135
59
$340K 0.16%
719
60
$333K 0.15%
+9,251
61
$299K 0.14%
+4,583
62
$270K 0.13%
1,286
63
$270K 0.12%
3,821
-61
64
$248K 0.11%
+6,622
65
$242K 0.11%
+82,231
66
$213K 0.1%
11,501
67
$49.3K 0.02%
+11,114
68
$12.1K 0.01%
+1,300
69
– –
-228
70
– –
-797
71
– –
-1,076
72
– –
-1,027
73
– –
-1,004
74
– –
-2,158
75
– –
-391
1 2
3
4