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
$302M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
542
New
Increased
Reduced
Closed

Top Sells

1 +$557K
2 +$550K
3 +$540K
4
FDVL
Foundations Dynamic Value ETF
FDVL
+$467K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$345K

Sector Composition

1 Consumer Discretionary 3.29%
2 Communication Services 3.27%
3 Consumer Staples 1.63%
4 Technology 0.99%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ABT icon
201
Abbott
ABT
$227B
$31.6K 0.01%
232
+104
V icon
202
Visa
V
$637B
$31.2K 0.01%
88
+4
ADP icon
203
Automatic Data Processing
ADP
$102B
$30.8K 0.01%
100
DIS icon
204
Walt Disney
DIS
$189B
$30.6K 0.01%
247
-3
SPTM icon
205
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.6B
$30.6K 0.01%
409
+1
VWO icon
206
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$30.5K 0.01%
617
+129
VCLT icon
207
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.26B
$30.1K 0.01%
397
+258
MKC icon
208
McCormick & Company Non-Voting
MKC
$17.5B
$29.7K 0.01%
392
+242
VST icon
209
Vistra
VST
$59.2B
$29.1K 0.01%
+150
IEFA icon
210
iShares Core MSCI EAFE ETF
IEFA
$158B
$27.6K 0.01%
331
+215
ULTA icon
211
Ulta Beauty
ULTA
$23.7B
$27.1K 0.01%
58
SOXX icon
212
iShares Semiconductor ETF
SOXX
$15.7B
$26.5K 0.01%
111
MKL icon
213
Markel Group
MKL
$26B
$26K 0.01%
13
DE icon
214
Deere & Co
DE
$129B
$25.9K 0.01%
51
VOT icon
215
Vanguard Mid-Cap Growth ETF
VOT
$17.1B
$25.9K 0.01%
91
+56
CVX icon
216
Chevron
CVX
$315B
$25.9K 0.01%
181
+1
MRK icon
217
Merck
MRK
$231B
$25.4K 0.01%
321
+35
SMCI icon
218
Super Micro Computer
SMCI
$21.7B
$24.5K 0.01%
+500
BSV icon
219
Vanguard Short-Term Bond ETF
BSV
$38.8B
$24.3K 0.01%
+309
RDVY icon
220
First Trust Rising Dividend Achievers ETF
RDVY
$17B
$23.5K 0.01%
+375
CAT icon
221
Caterpillar
CAT
$260B
$22.9K 0.01%
59
ATO icon
222
Atmos Energy
ATO
$28.1B
$22.2K 0.01%
+144
STE icon
223
Steris
STE
$25.4B
$21.9K 0.01%
91
MDLZ icon
224
Mondelez International
MDLZ
$73.4B
$21.6K 0.01%
320
+214
DFAE icon
225
Dimensional Emerging Core Equity Market ETF
DFAE
$7.07B
$21.4K 0.01%
739