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
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6.03M
3
+$3.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.76M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.9M

Top Sells

1
+$10.4M
2
+$9.64M
3
+$7.79M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.81M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$2.8M

Sector Composition

1 Financials 2%
2 Real Estate 1.66%
3 Consumer Discretionary 1.51%
4 Energy 0.95%
5 Technology 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$728K 0.35%
29,990
-2,850
52
$711K 0.34%
9,578
+630
53
$591K 0.28%
68,259
-8,264
54
$483K 0.23%
5,157
-16,373
55
$446K 0.21%
4,449
-166
56
$430K 0.21%
2,512
-400
57
$357K 0.17%
+12,127
58
$320K 0.15%
16,265
+4,764
59
$303K 0.14%
6,033
-2,024
60
$296K 0.14%
+29,216
61
$258K 0.12%
6,622
62
$249K 0.12%
+8,329
63
$241K 0.11%
+10,369
64
$232K 0.11%
+2,538
65
$216K 0.1%
7,907
66
$214K 0.1%
855
67
$211K 0.1%
+7,358
68
$203K 0.1%
+14,629
69
$202K 0.1%
+12,316
70
$201K 0.1%
+3,373
71
$197K 0.09%
+13,174
72
$185K 0.09%
+15,967
73
$105K 0.05%
+11,142
74
$103K 0.05%
+10,157
75
$97.5K 0.05%
+15,573
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3
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