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
$321M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.29M
3
+$7.2M
4
MBB icon
iShares MBS ETF
MBB
+$3.67M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.5M

Top Sells

1
+$2.83M
2
+$1.84M
3
+$1.54M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.52M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.51M

Sector Composition

1 Financials 2.92%
2 Real Estate 1.67%
3 Technology 1.57%
4 Consumer Discretionary 0.29%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$275K 0.09%
8,041
77
$243K 0.08%
3,699
78
$242K 0.08%
+2,499
79
$231K 0.07%
491
80
$228K 0.07%
17,078
-16,576
81
$213K 0.07%
312
82
$208K 0.06%
+5,700
83
$201K 0.06%
322
84
$104K 0.03%
+12,565
85
$99K 0.03%
12,749
+1,617
86
$94K 0.03%
5,098
+675
87
$13K ﹤0.01%
+22
88
$12K ﹤0.01%
99
-26
89
$12K ﹤0.01%
+44
90
$12K ﹤0.01%
+105
91
$12K ﹤0.01%
+36
92
$12K ﹤0.01%
+280
93
$10K ﹤0.01%
+38
94
$10K ﹤0.01%
16
-2
95
$7K ﹤0.01%
+46
96
$7K ﹤0.01%
+40
97
$5K ﹤0.01%
+11
98
$4K ﹤0.01%
+17
99
$3K ﹤0.01%
+4
100
$3K ﹤0.01%
+28
2 3
4
5 6