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
$186M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$1.93M
3
+$578K
4
FDCE
Foundations Dynamic Core ETF
FDCE
+$576K
5
FDVL
Foundations Dynamic Value ETF
FDVL
+$554K

Top Sells

1
+$5.34M
2
+$4.18M
3
+$3.22M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.17M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.03M

Sector Composition

1 Consumer Discretionary 1.98%
2 Financials 1.84%
3 Real Estate 1.51%
4 Energy 1.28%
5 Technology 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.11%
+545
77
$193K 0.1%
+11,217
78
$116K 0.06%
15,573
79
$109K 0.06%
11,142
80
$104K 0.06%
10,157
81
$94.5K 0.05%
16,671
82
$83.3K 0.04%
16,974
83
$12.9K 0.01%
1,379
+29
84
– –
-2,538
85
– –
-4,449
1 2 3
4