ACM
Anfield Capital Management Portfolio holdings
AUM
$302M
This Quarter Return
+7.64%
1 Year Return
+14.39%
3 Year Return
+54.96%
5 Year Return
+95.56%
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
(-31%)
Cap. Flow
-$86M
Cap. Flow
% of AUM
-49.59%
Top 10 Holdings %
Top 10 Hldgs %
58.5%
Holding
105
New
11
Increased
4
Reduced
40
Closed
38
Top Buys
| 1 |
Anfield Dynamic Fixed Income ETF
ADFI
|
$2.33M |
| 2 |
ARK Genomic Revolution ETF
ARKG
|
$2.08M |
| 3 |
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
|
$1.93M |
| 4 |
WisdomTree Cloud Computing Fund
WCLD
|
$1.92M |
| 5 |
VanEck Junior Gold Miners ETF
GDXJ
|
$1.81M |
Top Sells
Sector Composition
| 1 | Real Estate | 3.03% |
| 2 | Financials | 2.51% |
| 3 | Technology | 1.7% |
| 4 | Healthcare | 0.23% |
| 5 | Consumer Discretionary | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
United Parcel Service
UPS
$74.1B
| – | – |
-4,213
| Closed | -$601K |
|
102
Vanguard Small-Cap ETF
VB
$66.4B
| – | – |
-2,312
| Closed | -$352K |
|
103
Vanguard Mid-Cap ETF
VO
$87.5B
| – | – |
-2,704
| Closed | -$471K |
|
104
Verizon
VZ
$186B
| – | – |
-9,919
| Closed | -$570K |
|
105
Financial Select Sector SPDR Fund
XLF
$54.1B
| – | – |
-67,649
| Closed | -$1.63M |
|