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
$276M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$379K
3
+$322K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$315K
5
PSMO icon
Pacer Swan SOS Moderate October ETF
PSMO
+$305K

Top Sells

1
+$1.54M
2
+$196K
3
+$189K
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$183K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$128K

Sector Composition

1 Technology 2.15%
2 Communication Services 2.1%
3 Healthcare 1.94%
4 Financials 1.44%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$158K 0.06%
3,421
77
$140K 0.05%
7,323
78
$140K 0.05%
7,995
79
$134K 0.05%
2,329
80
$133K 0.05%
2,595
81
$133K 0.05%
1,323
+1,295
82
$130K 0.05%
1,102
83
$129K 0.05%
3,922
84
$128K 0.05%
3,840
85
$126K 0.05%
1,660
86
$120K 0.04%
8,041
87
$103K 0.04%
11,142
88
$99.5K 0.04%
160
89
$99.1K 0.04%
449
+86
90
$97.9K 0.04%
186
91
$96.7K 0.04%
1,000
92
$96.1K 0.03%
1,384
93
$94.6K 0.03%
1,420
94
$94.2K 0.03%
7,322
-8,348
95
$94.1K 0.03%
10,862
-21,866
96
$93.8K 0.03%
1,920
97
$93.3K 0.03%
1,200
98
$90.4K 0.03%
2,875
99
$89.6K 0.03%
2,500
100
$87.8K 0.03%
15,573
2 3
4
5 6