ACM

Anfield Capital Management Portfolio holdings

AUM $340M
1-Year Est. Return 18.94%
This Quarter Est. Return
1 Year Est. Return
+18.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$2.83M
3
+$2.4M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.2M
5
AAPL icon
Apple
AAPL
+$1.42M

Top Sells

1
+$12.5M
2
+$11.2M
3
+$6.52M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.33M
5
MBB icon
iShares MBS ETF
MBB
+$3.16M

Sector Composition

1 Financials 2.85%
2 Technology 2.41%
3 Real Estate 2.12%
4 Healthcare 0.58%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-99
102
– –
-4
103
– –
-5,700
104
– –
-28
105
– –
-11,297
106
– –
-27,166
107
– –
-105
108
– –
-129,351
109
– –
-7
110
– –
-15
111
– –
-38
112
– –
-11,744
113
– –
-8,396
114
– –
-23,743
115
– –
-11
116
– –
-23,497
117
– –
-322
118
– –
-21,002
119
– –
-50,391
120
– –
-9,988
121
– –
-11
122
– –
-280
123
– –
-85,667
124
– –
-31,422
125
– –
-17
2 3 4
5
6