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
$302M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.23M
3
+$589K
4
YMAR icon
FT Vest International Equity Moderate Buffer ETF March
YMAR
+$564K
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$525K

Top Sells

1
+$557K
2
+$540K
3
+$499K
4
FDVL
Foundations Dynamic Value ETF
FDVL
+$467K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$319K

Sector Composition

1 Consumer Discretionary 3.29%
2 Communication Services 3.27%
3 Consumer Staples 1.63%
4 Technology 0.99%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$122K 0.04%
2,565
+92
102
$122K 0.04%
5,026
+180
103
$122K 0.04%
5,816
+206
104
$120K 0.04%
1,304
+48
105
$120K 0.04%
7,995
106
$117K 0.04%
4,976
+114
107
$116K 0.04%
7,129
+172
108
$116K 0.04%
8,147
+375
109
$111K 0.04%
5,352
+144
110
$111K 0.04%
8,804
+452
111
$107K 0.04%
3,840
112
$105K 0.03%
10,862
113
$105K 0.03%
1,200
114
$103K 0.03%
182
+172
115
$103K 0.03%
183
116
$102K 0.03%
11,142
117
$100K 0.03%
4,105
118
$98.5K 0.03%
125
119
$93.6K 0.03%
2,875
120
$93.5K 0.03%
1,000
121
$92.3K 0.03%
1,920
122
$91.6K 0.03%
7,322
123
$91.6K 0.03%
1,416
124
$90.5K 0.03%
1,686
-901
125
$88.1K 0.03%
304
+6
3 4
5
6 7