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
126
$104K 0.03%
183
127
$101K 0.03%
+7,147
128
$101K 0.03%
+1,856
129
$99.7K 0.03%
+7,911
130
$99.4K 0.03%
3,840
131
$99.2K 0.03%
+7,407
132
$98.6K 0.03%
3,934
+934
133
$98.4K 0.03%
312
+8
134
$95.5K 0.03%
2,875
135
$92.7K 0.03%
7,322
136
$92.5K 0.03%
2,569
-2,000
137
$90.8K 0.03%
182
138
$90K 0.03%
1,801
-1,800
139
$86.6K 0.03%
2,470
140
$86.1K 0.03%
16,974
141
$86K 0.03%
126
+1
142
$84.7K 0.02%
1,007
143
$84.6K 0.02%
238
+38
144
$84.6K 0.02%
15,573
145
$83.2K 0.02%
1,000
146
$82.8K 0.02%
8,988
147
$80.7K 0.02%
1,200
148
$79.3K 0.02%
1,845
149
$78.4K 0.02%
1,068
150
$77.9K 0.02%
1,393
-293
4 5
6
7 8