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
$207M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.31M
3
+$5.08M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.93M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.23M

Top Sells

1
+$10M
2
+$8.72M
3
+$3.97M
4
FJAN icon
FT Vest US Equity Buffer ETF January
FJAN
+$3.57M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$2.63M

Sector Composition

1 Financials 2.22%
2 Technology 2.22%
3 Real Estate 1.88%
4 Healthcare 1.86%
5 Energy 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$961K 0.46%
35,579
+4,303
52
$919K 0.44%
11,516
+1,680
53
$785K 0.38%
7,417
+516
54
$514K 0.25%
+2,850
55
$464K 0.22%
2,708
+89
56
$412K 0.2%
978
+433
57
$365K 0.18%
32,728
58
$364K 0.18%
3,833
59
$318K 0.15%
8,262
60
$272K 0.13%
14,748
61
$265K 0.13%
17,214
62
$254K 0.12%
5,606
63
$238K 0.11%
15,670
64
$224K 0.11%
18,949
65
$217K 0.1%
4,127
-49,998
66
$203K 0.1%
4,123
67
$191K 0.09%
11,217
68
$186K 0.09%
4,017
-12,954
69
$178K 0.09%
1,011
+156
70
$160K 0.08%
+2,722
71
$155K 0.07%
+9,877
72
$152K 0.07%
+8,041
73
$150K 0.07%
+3,601
74
$147K 0.07%
+1,420
75
$138K 0.07%
+7,323
1 2
3
4 5