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
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6.03M
3
+$3.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.76M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.9M

Top Sells

1
+$10.4M
2
+$9.64M
3
+$7.79M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.81M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$2.8M

Sector Composition

1 Financials 2%
2 Real Estate 1.66%
3 Consumer Discretionary 1.51%
4 Energy 0.95%
5 Technology 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$92.5K 0.04%
+16,974
77
$90.4K 0.04%
16,671
78
$11.7K 0.01%
1,350
+25
79
– –
-2,405
80
– –
-23,242
81
– –
-10,187
82
– –
-4,583
83
– –
-8,132
84
– –
-15,056
85
– –
-28,100
86
– –
-9,251
87
– –
-2,604
88
– –
-130,018
1 2 3
4