ACM
Anfield Capital Management Portfolio holdings
AUM
$302M
1-Year Return
14.39%
This Quarter Return
-0.78%
1 Year Return
+14.39%
3 Year Return
+54.96%
5 Year Return
+95.56%
10 Year Return
–
AUM
$321M
AUM Growth
+$58M
(+22%)
Cap. Flow
+$56.9M
Cap. Flow
% of AUM
17.75%
Top 10 Holdings %
Top 10 Hldgs %
57.18%
Holding
275
New
60
Increased
44
Reduced
12
Closed
150
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$11.2M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$9.29M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$7.2M |
| 4 |
iShares MBS ETF
MBB
|
$3.67M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$3.5M |
Top Sells
Sector Composition
| 1 | Financials | 2.92% |
| 2 | Real Estate | 1.67% |
| 3 | Technology | 1.57% |
| 4 | Consumer Discretionary | 0.29% |
| 5 | Healthcare | 0.25% |
