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ACM
Anfield Capital Management Portfolio holdings
AUM
$363M
1-Year Est. Return
24.08%
This Fund
S&P 500
This Quarter
Est. Return
+3.9%
1 Year Est. Return
+24.08%
3 Year Est. Return
+65.24%
5 Year Est. Return
+71.54%
10 Year Est. Return
–
AUM
$248M
AUM Growth
–
Cap. Flow
+$241M
Cap. Flow
% of AUM
97.07%
Top 10 Holdings %
Top 10 Hldgs %
47.42%
Holding
415
New
411
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
DALT
Anfield Diversified Alternatives ETF
DALT
|
+$29M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$16.1M |
| 3 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$12.2M |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$12M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$9.49M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 7.18% |
| 2 | Technology | 3.83% |
| 3 | Consumer Discretionary | 3.17% |
| 4 | Healthcare | 2.11% |
| 5 | Consumer Staples | 2.07% |
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Anfield Capital Management's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Anfield Capital Management, which disclosed 415 positions worth $248M. Its ten largest holdings account for 47% of the portfolio.
Its largest position is Anfield Diversified Alternatives ETF: 2,849,209 shares worth $29.9M.
By sector, the portfolio is most concentrated in Financials at 7.2% of assets, followed by Technology and Consumer Discretionary.
- Anfield Capital Management's largest Q4 2019 buy was Anfield Diversified Alternatives ETF: 2,849,209 shares worth $29.9M.
- Anfield Capital Management's ten largest holdings make up 47% of its $248M portfolio in Q4 2019.
- Anfield Capital Management disclosed 415 positions in Q4 2019, its first 13F filing on record.
Based on Anfield Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.