ACM

Anfield Capital Management Portfolio holdings

AUM $363M
1-Year Est. Return 24.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$4.86M
3
+$4.82M
4
QXO
QXO Inc
QXO
+$2.48M
5
ICE icon
Intercontinental Exchange
ICE
+$2.45M

Top Sells

1
+$8.73M
2
+$7.8M
3
+$4.96M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$3.99M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.42M

Sector Composition

1 Industrials 3.56%
2 Technology 3.26%
3 Financials 2.69%
4 Materials 2.13%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$43.5K 0.01%
474
+10
202
$42.4K 0.01%
376
-22
203
$41.6K 0.01%
439
+9
204
$40.2K 0.01%
325
205
$39.4K 0.01%
876
206
$39.3K 0.01%
10,157
207
$37.8K 0.01%
30,000
208
$37.8K 0.01%
465
209
$37.7K 0.01%
1,181
210
$37.5K 0.01%
1,195
211
$36.9K 0.01%
171
212
$36.8K 0.01%
+1,000
213
$36.7K 0.01%
258
214
$36.2K 0.01%
+950
215
$35.6K 0.01%
539
216
$35.3K 0.01%
395
217
$35.3K 0.01%
759
218
$34K 0.01%
421
+12
219
$33.2K 0.01%
1,174
-51,298
220
$33.1K 0.01%
97
+9
221
$33.1K 0.01%
1,270
+914
222
$33K 0.01%
+191
223
$32.4K 0.01%
314
-14,093
224
$32K 0.01%
197
225
$31.7K 0.01%
58
7 8
9
10 11