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
176
$23.1K 0.01%
255
-195
177
$22.6K 0.01%
418
+209
178
$22.4K 0.01%
13
179
$21.9K 0.01%
307
+68
180
$21.6K 0.01%
51
+40
181
$21.5K 0.01%
488
182
$21.5K 0.01%
449
183
$21.4K 0.01%
59
+33
184
$21.3K 0.01%
+84
185
$20.8K 0.01%
74
+35
186
$18.7K 0.01%
739
187
$18.7K 0.01%
+63
188
$18.1K 0.01%
648
-1,716
189
$18K 0.01%
152
190
$17.9K 0.01%
107
-50
191
$16.8K 0.01%
+288
192
$16.6K 0.01%
+275
193
$16.4K 0.01%
409
194
$16.3K 0.01%
52
+26
195
$16K 0.01%
211
+113
196
$16K 0.01%
+34
197
$15.9K 0.01%
404
198
$15.8K 0.01%
+44
199
$15.6K 0.01%
46
200
$14.7K 0.01%
127
6 7
8
9 10