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
$210M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$609K
2
+$414K
3
+$375K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$353K
5
BXSL icon
Blackstone Secured Lending
BXSL
+$321K

Top Sells

1
+$1.18M
2
+$342K
3
+$329K
4
RAYC icon
Rayliant Quantamental China Equity ETF
RAYC
+$211K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$205K

Sector Composition

1 Real Estate 1.79%
2 Healthcare 1.51%
3 Financials 1.41%
4 Energy 0.44%
5 Utilities 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$120K 0.06%
1,947
+60
77
$71K 0.03%
163
+4
78
$60K 0.03%
2,669
79
$55K 0.03%
3,531
+93
80
$52K 0.02%
4,196
+292
81
$52K 0.02%
4,078
+95
82
$45K 0.02%
1,132
+39
83
$26K 0.01%
391
+18
84
$19K 0.01%
1,799
+58
85
$17K 0.01%
614
+21
86
$16K 0.01%
1,386
+36
87
$15K 0.01%
790
+28
88
$14K 0.01%
751
+41
89
$11K 0.01%
508
+18
90
– –
-93,628
91
– –
-9,487
92
– –
-5,000
93
– –
-1,273
94
– –
-240
1 2 3
4