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
$302M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Sells

1 +$557K
2 +$550K
3 +$540K
4
FDVL
Foundations Dynamic Value ETF
FDVL
+$467K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$345K

Sector Composition

1 Consumer Discretionary 3.29%
2 Communication Services 3.27%
3 Consumer Staples 1.63%
4 Technology 0.99%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PHB icon
176
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$352M
$44.4K 0.01%
2,406
RC
177
Ready Capital
RC
$430M
$44.4K 0.01%
10,157
SHW icon
178
Sherwin-Williams
SHW
$82.3B
$44.3K 0.01%
129
CPRT icon
179
Copart
CPRT
$39.8B
$43K 0.01%
876
XOM icon
180
Exxon Mobil
XOM
$503B
$42.9K 0.01%
398
+27
IEP icon
181
Icahn Enterprises
IEP
$5.25B
$42.7K 0.01%
5,313
BIL icon
182
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$42.6K 0.01%
464
BAMG icon
183
Brookstone Growth Stock ETF
BAMG
$120M
$42.2K 0.01%
1,164
SBUX icon
184
Starbucks
SBUX
$96.4B
$42K 0.01%
458
-73
TJX icon
185
TJX Companies
TJX
$163B
$41.9K 0.01%
339
SO icon
186
Southern Company
SO
$99.9B
$39.5K 0.01%
430
+325
DUK icon
187
Duke Energy
DUK
$95.4B
$38.4K 0.01%
325
+313
VZ icon
188
Verizon
VZ
$173B
$38.1K 0.01%
881
+472
BAMV icon
189
Brookstone Value Stock ETF
BAMV
$96.6M
$37.6K 0.01%
1,181
HYG icon
190
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
$37.5K 0.01%
465
BAMD icon
191
Brookstone Dividend Stock ETF
BAMD
$96.7M
$36.9K 0.01%
1,195
JNJ icon
192
Johnson & Johnson
JNJ
$472B
$36.4K 0.01%
238
+47
PM icon
193
Philip Morris
PM
$242B
$35.9K 0.01%
197
+128
BA icon
194
Boeing
BA
$148B
$35.8K 0.01%
171
-5
IWP icon
195
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$35.8K 0.01%
258
TLT icon
196
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$34.9K 0.01%
395
DJUN icon
197
FT Vest US Equity Deep Buffer ETF June
DJUN
$282M
$34.2K 0.01%
759
VUG icon
198
Vanguard Growth ETF
VUG
$197B
$33.8K 0.01%
77
+56
VEA icon
199
Vanguard FTSE Developed Markets ETF
VEA
$180B
$32.4K 0.01%
568
+119
MO icon
200
Altria Group
MO
$97.7B
$31.6K 0.01%
539
+415