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
$207M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.31M
3
+$5.08M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.93M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.23M

Top Sells

1
+$10M
2
+$8.72M
3
+$3.97M
4
FJAN icon
FT Vest US Equity Buffer ETF January
FJAN
+$3.57M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$2.63M

Sector Composition

1 Financials 2.22%
2 Technology 2.22%
3 Real Estate 1.88%
4 Healthcare 1.86%
5 Energy 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$137K 0.07%
+261
77
$129K 0.06%
+3,840
78
$127K 0.06%
2,516
-2,714
79
$125K 0.06%
+7,995
80
$124K 0.06%
+4,669
81
$124K 0.06%
+473
82
$112K 0.05%
+2,234
83
$111K 0.05%
+1,920
84
$110K 0.05%
11,142
85
$92.7K 0.04%
10,157
86
$90.4K 0.04%
+2,288
87
$87K 0.04%
+2,500
88
$83.4K 0.04%
+159
89
$79.8K 0.04%
16,974
90
$64.1K 0.03%
+1,600
91
$62.9K 0.03%
+250
92
$60.1K 0.03%
+4,205
93
$60.1K 0.03%
+3,782
94
$59.8K 0.03%
+1,264
95
$59.4K 0.03%
+1,294
96
$59.4K 0.03%
+341
97
$59.4K 0.03%
+4,172
98
$58.3K 0.03%
+7,607
99
$57.7K 0.03%
+4,442
100
$56.4K 0.03%
+2,692
2 3
4
5 6