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
$276M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$379K
3
+$322K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$315K
5
PSMO icon
Pacer Swan SOS Moderate October ETF
PSMO
+$305K

Top Sells

1
+$1.54M
2
+$196K
3
+$189K
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$183K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$128K

Sector Composition

1 Technology 2.15%
2 Communication Services 2.1%
3 Healthcare 1.94%
4 Financials 1.44%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$14.5K 0.01%
268
+134
202
$14.5K 0.01%
128
203
$14.1K 0.01%
201
204
$14.1K 0.01%
92
-50
205
$14K 0.01%
79
206
$13.7K 0.01%
75
207
$13.3K ﹤0.01%
13
-2
208
$13.3K ﹤0.01%
189
209
$13.3K ﹤0.01%
350
210
$13.2K ﹤0.01%
342
211
$13.1K ﹤0.01%
319
212
$12.9K ﹤0.01%
329
213
$12.8K ﹤0.01%
304
214
$12.7K ﹤0.01%
345
215
$12.6K ﹤0.01%
25
-15
216
$12.6K ﹤0.01%
318
217
$12.6K ﹤0.01%
313
218
$12.6K ﹤0.01%
350
219
$12.5K ﹤0.01%
+63
220
$12.5K ﹤0.01%
340
221
$12.4K ﹤0.01%
238
+213
222
$12.4K ﹤0.01%
322
223
$12.3K ﹤0.01%
327
224
$12K ﹤0.01%
317
225
$12K ﹤0.01%
410
7 8
9
10 11