ACM

Anfield Capital Management Portfolio holdings

AUM $317M
1-Year Est. Return 19.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.23M
3
+$589K
4
YMAR icon
FT Vest International Equity Moderate Buffer ETF March
YMAR
+$564K
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$525K

Top Sells

1
+$557K
2
+$540K
3
+$499K
4
FDVL
Foundations Dynamic Value ETF
FDVL
+$467K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$319K

Sector Composition

1 Consumer Discretionary 3.29%
2 Communication Services 3.27%
3 Consumer Staples 1.63%
4 Technology 0.99%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$241K 0.08%
1,365
+6
77
$229K 0.08%
+5,927
78
$223K 0.07%
10,726
79
$222K 0.07%
1,752
80
$215K 0.07%
771
81
$213K 0.07%
11,752
+1,875
82
$194K 0.06%
4,669
83
$185K 0.06%
3,601
84
$181K 0.06%
292
85
$181K 0.06%
4,569
+99
86
$177K 0.06%
1,284
+1,233
87
$170K 0.06%
5,420
-1,320
88
$160K 0.05%
+4,539
89
$159K 0.05%
1,183
90
$157K 0.05%
3,421
91
$147K 0.05%
+4,024
92
$143K 0.05%
7,323
93
$142K 0.05%
5,602
94
$138K 0.05%
208
+31
95
$137K 0.05%
1,384
96
$135K 0.04%
3,922
97
$132K 0.04%
2,329
98
$129K 0.04%
2,454
99
$125K 0.04%
5,623
+198
100
$123K 0.04%
1,417
+51
2 3
4
5 6