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
$253M
AUM Growth
+$80.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$7.83M
3
+$5.74M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$4.88M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.62M

Top Sells

1
+$3.85M
2
+$2.73M
3
+$1.69M
4
NRO
Neuberger Berman Real Estate Securities Income Fund
NRO
+$1.39M
5
GBDC icon
Golub Capital BDC
GBDC
+$1.38M

Sector Composition

1 Financials 2.84%
2 Real Estate 2.58%
3 Technology 2.51%
4 Consumer Staples 1.36%
5 Healthcare 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-483,664
102
– –
-7,594
103
– –
-32,659
104
– –
-16,048
105
– –
-56,944
106
– –
-37,617
107
– –
-64,422
108
– –
-9,476
1 2 3 4
5