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
$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
126
$64.6K 0.02%
13
127
$57.2K 0.02%
110
-15
128
$57.2K 0.02%
400
129
$56.9K 0.02%
+8,586
130
$56.1K 0.02%
+6,632
131
$55.9K 0.02%
+6,669
132
$55.9K 0.02%
+3,664
133
$55.8K 0.02%
+5,799
134
$55.8K 0.02%
+3,654
135
$55.7K 0.02%
+3,674
136
$55.7K 0.02%
+3,906
137
$55.6K 0.02%
+3,034
138
$55.5K 0.02%
+3,397
139
$55.4K 0.02%
+11,407
140
$55.4K 0.02%
+1,105
141
$55.3K 0.02%
224
142
$55.2K 0.02%
+1,086
143
$55.2K 0.02%
+3,029
144
$55.2K 0.02%
+2,654
145
$55.1K 0.02%
+1,377
146
$54.9K 0.02%
+3,993
147
$53.8K 0.02%
108
+22
148
$50.3K 0.02%
876
-10
149
$49.8K 0.02%
+26,656
150
$48.5K 0.02%
531
+73
4 5
6
7 8