ACM

Anfield Capital Management Portfolio holdings

AUM $363M
1-Year Est. Return 24.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$4.86M
3
+$4.82M
4
QXO
QXO Inc
QXO
+$2.48M
5
ICE icon
Intercontinental Exchange
ICE
+$2.45M

Top Sells

1
+$8.73M
2
+$7.8M
3
+$4.96M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$3.99M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.42M

Sector Composition

1 Industrials 3.56%
2 Technology 3.26%
3 Financials 2.69%
4 Materials 2.13%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$142K 0.04%
3,922
102
$133K 0.04%
2,329
103
$132K 0.04%
2,454
104
$128K 0.04%
1,361
-1,361
105
$128K 0.04%
5,623
106
$123K 0.04%
1,417
107
$122K 0.04%
5,188
+212
108
$122K 0.04%
4,105
109
$122K 0.04%
1,304
110
$122K 0.04%
5,816
111
$122K 0.04%
2,565
112
$121K 0.04%
5,026
113
$120K 0.04%
5,549
+197
114
$119K 0.04%
2,943
+862
115
$115K 0.03%
8,147
116
$114K 0.03%
7,995
117
$110K 0.03%
7,377
+248
118
$110K 0.03%
10,862
119
$109K 0.03%
457
-5,230
120
$109K 0.03%
8,041
121
$109K 0.03%
11,142
122
$108K 0.03%
71,377
123
$108K 0.03%
1,931
+11
124
$106K 0.03%
8,804
125
$104K 0.03%
1,231
+773
3 4
5
6 7