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
$206M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.99M
3
+$5.73M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.78M
5
FJAN icon
FT Vest US Equity Buffer ETF January
FJAN
+$3.47M

Top Sells

1
+$9.92M
2
+$4.92M
3
+$3.66M
4
FCG icon
First Trust Natural Gas ETF
FCG
+$2.59M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$2.32M

Sector Composition

1 Financials 2.12%
2 Communication Services 1.98%
3 Technology 1.96%
4 Energy 0.8%
5 Real Estate 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$227K 0.11%
15,670
52
$212K 0.1%
18,949
53
$206K 0.1%
4,127
54
$202K 0.1%
1,111
+790
55
$197K 0.1%
+5,659
56
$185K 0.09%
11,217
57
$184K 0.09%
4,017
58
$175K 0.08%
+8,262
59
$172K 0.08%
869
-142
60
$168K 0.08%
4,123
61
$166K 0.08%
2,722
62
$164K 0.08%
+4,795
63
$160K 0.08%
9,877
64
$155K 0.08%
1,420
65
$155K 0.08%
283
+22
66
$153K 0.07%
3,601
67
$138K 0.07%
7,323
68
$136K 0.07%
1,200
+1,120
69
$132K 0.06%
+2,329
70
$130K 0.06%
7,995
71
$126K 0.06%
264
-20,707
72
$126K 0.06%
+2,595
73
$122K 0.06%
8,041
74
$121K 0.06%
1,319
-53,615
75
$118K 0.06%
3,840
1 2
3
4 5