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
$186M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$1.93M
3
+$578K
4
FDCE
Foundations Dynamic Core ETF
FDCE
+$576K
5
FDVL
Foundations Dynamic Value ETF
FDVL
+$554K

Top Sells

1
+$5.34M
2
+$4.18M
3
+$3.22M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.17M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.03M

Sector Composition

1 Consumer Discretionary 1.98%
2 Financials 1.84%
3 Real Estate 1.51%
4 Energy 1.28%
5 Technology 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$782K 0.42%
16,971
-65,307
52
$773K 0.42%
9,836
+258
53
$756K 0.41%
29,259
-731
54
$604K 0.33%
67,953
-306
55
$578K 0.31%
+51,920
56
$576K 0.31%
+51,600
57
$554K 0.3%
+50,800
58
$504K 0.27%
2,619
+107
59
$388K 0.21%
12,293
+166
60
$384K 0.21%
32,728
+3,512
61
$363K 0.2%
3,833
-1,324
62
$362K 0.2%
8,262
+904
63
$325K 0.18%
16,265
64
$267K 0.14%
8,329
65
$263K 0.14%
5,230
-803
66
$258K 0.14%
10,369
67
$254K 0.14%
17,214
+2,585
68
$250K 0.13%
15,670
+2,496
69
$248K 0.13%
4,123
+750
70
$246K 0.13%
14,748
+2,432
71
$239K 0.13%
5,606
-1,016
72
$226K 0.12%
18,949
+2,982
73
$219K 0.12%
7,907
74
$212K 0.11%
855
75
$208K 0.11%
+6,434
1 2
3
4