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
$263M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$8.96M
2
+$4.56M
3
+$3.03M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.76M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.71M

Top Sells

1
+$7.3M
2
+$7.26M
3
+$6.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.13M
5
FFC
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
+$2.89M

Sector Composition

1 Financials 2.91%
2 Real Estate 2.04%
3 Technology 1.71%
4 Communication Services 0.49%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
+100
202
$1K ﹤0.01%
+34
203
$1K ﹤0.01%
+4
204
$1K ﹤0.01%
+35
205
$1K ﹤0.01%
+82
206
$1K ﹤0.01%
+43
207
$1K ﹤0.01%
+303
208
$1K ﹤0.01%
+6
209
$1K ﹤0.01%
+29
210
$1K ﹤0.01%
+50
211
– –
-28,763
212
$0 ﹤0.01%
+31
213
– –
-60,231
214
– –
-6,239
215
– –
-10,757
216
– –
-25,870
217
– –
-123,195
218
– –
-10,958
219
– –
-2,028
220
$0 ﹤0.01%
+7
221
– –
-3,752
222
– –
-2,516
223
– –
-71,128
224
– –
-20,093
225
– –
-2,286
6 7 8
9
10