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
$229M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$5.51M
3
+$3.95M
4
PSMR icon
Pacer Swan SOS Moderate April ETF
PSMR
+$2.12M
5
RCL icon
Royal Caribbean
RCL
+$1.16M

Top Sells

1
+$9.26M
2
+$5.02M
3
+$4.87M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.55M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.76M

Sector Composition

1 Financials 1.67%
2 Real Estate 1.48%
3 Healthcare 0.82%
4 Consumer Discretionary 0.61%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$865K 0.38%
+15,056
52
$803K 0.35%
32,840
-900
53
$758K 0.33%
8,132
54
$683K 0.3%
8,948
+1,700
55
$680K 0.3%
76,523
-2,102
56
$565K 0.25%
2,912
+201
57
$460K 0.2%
4,615
+13
58
$404K 0.18%
8,057
+66
59
$306K 0.13%
9,251
60
$286K 0.13%
4,583
61
$264K 0.12%
6,622
62
$224K 0.1%
+855
63
$221K 0.1%
11,501
64
$216K 0.09%
7,907
-6,228
65
$79.2K 0.03%
16,671
+5,557
66
$12.6K 0.01%
1,325
+25
67
– –
-12,825
68
– –
-1,286
69
– –
-9,431
70
– –
-1,059
71
– –
-3,488
72
– –
-82,231
73
– –
-3,821
74
– –
-719
75
– –
-111,785
1 2
3
4