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
$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
Financial Select Sector SPDR Fund
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
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