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
$290M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$2.85M
3
+$2.35M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.21M
5
AAPL icon
Apple
AAPL
+$1.26M

Top Sells

1
+$12.1M
2
+$11.2M
3
+$6.55M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.33M
5
MBB icon
iShares MBS ETF
MBB
+$3.17M

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
in Stake 		Capital Flow
126
– –
-85,667
127
– –
-31,422
128
– –
-17
129
– –
-22
130
– –
-2,499
131
– –
-9
132
– –
-11
133
– –
-74,376
134
– –
-32
135
– –
-3,699
136
– –
-170
137
– –
-49,042
2 3 4 5
6