ACM

Anfield Capital Management Portfolio holdings

AUM $317M
1-Year Est. Return 19.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.84%
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
+$8.73M
2
+$4.59M
3
+$2.96M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.75M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.63M

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%
+82
203
$1K ﹤0.01%
+43
204
$1K ﹤0.01%
+34
205
$1K ﹤0.01%
+4
206
$1K ﹤0.01%
+35
207
$1K ﹤0.01%
+303
208
$1K ﹤0.01%
+6
209
$1K ﹤0.01%
+29
210
$1K ﹤0.01%
+50
211
$0 ﹤0.01%
+31
212
– –
-60,231
213
– –
-6,239
214
– –
-10,757
215
– –
-25,870
216
– –
-123,195
217
– –
-10,958
218
– –
-2,028
219
$0 ﹤0.01%
+7
220
– –
-3,752
221
– –
-2,516
222
– –
-71,128
223
– –
-20,093
224
– –
-2,286
225
– –
-7,478
6 7 8
9
10