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
$221M
AUM Growth
-$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$7.17M
3
+$6.45M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.85M
5
DALI icon
First Trust DorseyWright DALI 1 ETF
DALI
+$2.19M

Top Sells

1
+$20.4M
2
+$18.8M
3
+$3.88M
4
DALT
Anfield Diversified Alternatives ETF
DALT
+$3.6M
5
BX icon
Blackstone
BX
+$3.15M

Sector Composition

1 Real Estate 2.01%
2 Healthcare 1.46%
3 Financials 1.25%
4 Utilities 0.42%
5 Energy 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-54,521
102
– –
-248
103
– –
-5,600
104
– –
-21,216
105
– –
-795
106
– –
-98,204
107
– –
-598
108
– –
-660
1 2 3 4
5