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
$276M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$379K
3
+$322K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$315K
5
PSMO icon
Pacer Swan SOS Moderate October ETF
PSMO
+$305K

Top Sells

1
+$1.54M
2
+$196K
3
+$189K
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$183K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$128K

Sector Composition

1 Technology 2.15%
2 Communication Services 2.1%
3 Healthcare 1.94%
4 Financials 1.44%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$399K 0.14%
14,038
52
$392K 0.14%
129,318
+64,659
53
$363K 0.13%
899
54
$351K 0.13%
3,693
55
$317K 0.12%
9,338
+4,669
56
$296K 0.11%
14,748
57
$288K 0.1%
9,050
58
$280K 0.1%
2,722
59
$260K 0.09%
17,214
60
$259K 0.09%
37,956
61
$259K 0.09%
7,391
+3,700
62
$256K 0.09%
11,689
-654
63
$255K 0.09%
7,907
64
$249K 0.09%
1,314
+3
65
$249K 0.09%
+8,336
66
$236K 0.09%
4,735
-821
67
$233K 0.08%
10,726
68
$217K 0.08%
5,927
69
$206K 0.07%
+6,740
70
$200K 0.07%
8,210
-52
71
$199K 0.07%
4,127
72
$193K 0.07%
9,877
-32
73
$182K 0.07%
118,976
+6,264
74
$172K 0.06%
3,601
75
$172K 0.06%
292
+9
1 2
3
4 5