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
$276M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$379K
3
+$322K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$315K
5
PSMO icon
Pacer Swan SOS Moderate October ETF
PSMO
+$305K

Top Sells

1
+$1.54M
2
+$196K
3
+$189K
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$183K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$128K

Sector Composition

1 Technology 2.15%
2 Communication Services 2.1%
3 Healthcare 1.94%
4 Financials 1.44%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$87.2K 0.03%
1,416
102
$86.5K 0.03%
5,725
103
$85.1K 0.03%
3,971
104
$84.9K 0.03%
983
105
$84.5K 0.03%
4,011
106
$84.4K 0.03%
1,717
107
$84.1K 0.03%
1,770
108
$84K 0.03%
3,461
109
$83.6K 0.03%
3,495
110
$83.4K 0.03%
5,015
111
$83.2K 0.03%
897
112
$81.6K 0.03%
3,727
113
$79.3K 0.03%
5,879
+462
114
$78.6K 0.03%
125
115
$75.2K 0.03%
4,196
+1,658
116
$73.1K 0.03%
2,234
117
$71.4K 0.03%
298
+43
118
$71.2K 0.03%
8,988
-9,961
119
$69.4K 0.03%
370
+29
120
$69.3K 0.03%
10,157
121
$68.9K 0.03%
1,184
122
$68.4K 0.02%
151
123
$67.1K 0.02%
1,845
-2,278
124
$67K 0.02%
16,974
125
$66.4K 0.02%
994
3 4
5
6 7