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
$340M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$5.01M
3
+$4.95M
4
CELH icon
Celsius Holdings
CELH
+$2.43M
5
NVDA icon
NVIDIA
NVDA
+$2.4M

Top Sells

1
+$9.29M
2
+$8.59M
3
+$4.96M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$3.89M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.48M

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
BIL icon
201
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.6B
$43.5K 0.01%
474
+10
XOM icon
202
Exxon Mobil
XOM
$497B
$42.4K 0.01%
376
-22
SO icon
203
Southern Company
SO
$96.9B
$41.6K 0.01%
439
+9
DUK icon
204
Duke Energy
DUK
$92.2B
$40.2K 0.01%
325
CPRT icon
205
Copart
CPRT
$37.6B
$39.4K 0.01%
876
RC
206
Ready Capital
RC
$451M
$39.3K 0.01%
10,157
HRTX icon
207
Heron Therapeutics
HRTX
$233M
$37.8K 0.01%
30,000
HYG icon
208
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$37.8K 0.01%
465
BAMV icon
209
Brookstone Value Stock ETF
BAMV
$98.6M
$37.7K 0.01%
1,181
BAMD icon
210
Brookstone Dividend Stock ETF
BAMD
$98.7M
$37.5K 0.01%
1,195
BA icon
211
Boeing
BA
$154B
$36.9K 0.01%
171
SGOL icon
212
abrdn Physical Gold Shares ETF
SGOL
$7.11B
$36.8K 0.01%
+1,000
IWP icon
213
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$36.7K 0.01%
258
AAAU icon
214
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.39B
$36.2K 0.01%
+950
MO icon
215
Altria Group
MO
$98.1B
$35.6K 0.01%
539
TLT icon
216
iShares 20+ Year Treasury Bond ETF
TLT
$49.5B
$35.3K 0.01%
395
DJUN icon
217
FT Vest US Equity Deep Buffer ETF June
DJUN
$275M
$35.3K 0.01%
759
SPTM icon
218
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$34K 0.01%
421
+12
T icon
219
AT&T
T
$180B
$33.2K 0.01%
1,174
-51,298
V icon
220
Visa
V
$636B
$33.1K 0.01%
97
+9
KHC icon
221
Kraft Heinz
KHC
$29.6B
$33.1K 0.01%
1,270
+914
RJF icon
222
Raymond James Financial
RJF
$31.2B
$33K 0.01%
+191
WMT icon
223
Walmart
WMT
$912B
$32.4K 0.01%
314
-14,093
PM icon
224
Philip Morris
PM
$236B
$32K 0.01%
197
ULTA icon
225
Ulta Beauty
ULTA
$24.4B
$31.7K 0.01%
58
7 8
9
10 11