ACM

Anfield Capital Management Portfolio holdings

AUM $317M
1-Year Est. Return 19.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.84%
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
+$5.7M
2
+$2.85M
3
+$2.35M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.21M
5
AAPL icon
Apple
AAPL
+$1.26M

Top Sells

1
+$12.1M
2
+$11.2M
3
+$6.55M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.33M
5
MBB icon
iShares MBS ETF
MBB
+$3.17M

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
– –
-26,248
104
– –
-16
105
– –
-28
106
– –
-105
107
– –
-129,351
108
– –
-7
109
– –
-15
110
– –
-38
111
– –
-11,744
112
– –
-9,988
113
– –
-19,589
114
– –
-5,700
115
– –
-11,297
116
– –
-27,166
117
– –
-8,396
118
– –
-23,743
119
– –
-11
120
– –
-23,497
121
– –
-322
122
– –
-21,002
123
– –
-50,391
124
– –
-11
125
– –
-280
2 3 4
5
6