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
$290M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$2.83M
3
+$2.4M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.2M
5
AAPL icon
Apple
AAPL
+$1.42M

Top Sells

1
+$12.5M
2
+$11.2M
3
+$6.52M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.33M
5
MBB icon
iShares MBS ETF
MBB
+$3.16M

Sector Composition

1 Financials 2.85%
2 Technology 2.41%
3 Real Estate 2.12%
4 Healthcare 0.58%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.07%
688
+644
77
$128K 0.04%
355
+319
78
$114K 0.04%
181
+165
79
$112K 0.04%
436
+398
80
$97K 0.03%
440
+400
81
$96K 0.03%
11,391
-1,174
82
$93K 0.03%
11,519
-1,230
83
$81K 0.03%
507
+461
84
$78K 0.03%
4,621
-477
85
$54K 0.02%
199
+182
86
$37K 0.01%
212
+194
87
$24K 0.01%
400
+366
88
$12K ﹤0.01%
233
+214
89
$11K ﹤0.01%
106
+98
90
$11K ﹤0.01%
1,593
+1,468
91
$11K ﹤0.01%
267
+246
92
$10K ﹤0.01%
136
+125
93
$9K ﹤0.01%
125
+115
94
$9K ﹤0.01%
546
+505
95
$9K ﹤0.01%
222
+205
96
$9K ﹤0.01%
70
+65
97
$8K ﹤0.01%
684
+633
98
$8K ﹤0.01%
187
+173
99
$5K ﹤0.01%
564
+523
100
$5K ﹤0.01%
261
+243
2 3
4
5 6