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
$206M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$5.99M
3
+$5.73M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.78M
5
FJAN icon
FT Vest US Equity Buffer ETF January
FJAN
+$3.47M

Top Sells

1
+$9.92M
2
+$4.92M
3
+$3.66M
4
FCG icon
First Trust Natural Gas ETF
FCG
+$2.59M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$2.32M

Sector Composition

1 Financials 2.12%
2 Communication Services 1.98%
3 Technology 1.96%
4 Energy 0.8%
5 Real Estate 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$116K 0.06%
+3,922
77
$115K 0.06%
4,669
78
$114K 0.06%
+4,281
79
$110K 0.05%
1,920
80
$108K 0.05%
1,102
+960
81
$106K 0.05%
11,142
82
$106K 0.05%
2,234
83
$96K 0.05%
113
-1,510
84
$93.2K 0.05%
1,384
+1,364
85
$92.3K 0.04%
160
+1
86
$88.8K 0.04%
+15,573
87
$86K 0.04%
+1,000
88
$83.5K 0.04%
2,500
89
$83.1K 0.04%
10,157
90
$82.2K 0.04%
125
+123
91
$79K 0.04%
179
+135
92
$73.2K 0.04%
16,974
93
$68.7K 0.03%
+1,184
94
$66.4K 0.03%
1,600
95
$66.3K 0.03%
341
96
$64.7K 0.03%
4,344
+172
97
$64.3K 0.03%
+3,021
98
$64.1K 0.03%
4,380
+175
99
$63.7K 0.03%
362
+57
100
$63.5K 0.03%
3,713
-80,449
2 3
4
5 6