ACM

Anfield Capital Management Portfolio holdings

AUM $363M
1-Year Est. Return 24.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$4.86M
3
+$4.82M
4
QXO
QXO Inc
QXO
+$2.48M
5
ICE icon
Intercontinental Exchange
ICE
+$2.45M

Top Sells

1
+$8.73M
2
+$7.8M
3
+$4.96M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$3.99M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.42M

Sector Composition

1 Industrials 3.56%
2 Technology 3.26%
3 Financials 2.69%
4 Materials 2.13%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$262K 0.08%
37,956
77
$262K 0.08%
8,336
78
$259K 0.08%
4,696
79
$256K 0.08%
4,127
80
$252K 0.07%
771
81
$247K 0.07%
1,752
82
$240K 0.07%
5,927
83
$225K 0.07%
2,014
+500
84
$220K 0.06%
17,214
85
$212K 0.06%
1,284
86
$211K 0.06%
4,669
87
$206K 0.06%
7,907
88
$205K 0.06%
10,828
-3,920
89
$202K 0.06%
11,752
90
$195K 0.06%
292
91
$183K 0.05%
5,453
-3,597
92
$174K 0.05%
5,420
93
$172K 0.05%
1,387
+3
94
$166K 0.05%
4,539
95
$165K 0.05%
1,184
+1
96
$160K 0.05%
10,726
97
$157K 0.05%
3,421
98
$156K 0.05%
5,603
+1
99
$155K 0.05%
1,664
100
$154K 0.05%
4,024
2 3
4
5 6