ACM

Anfield Capital Management Portfolio holdings

AUM $302M
1-Year Est. Return 14.39%
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
-$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.08M
3
+$1.93M
4
WCLD icon
WisdomTree Cloud Computing Fund
WCLD
+$1.92M
5
GDXJ icon
VanEck Junior Gold Miners ETF
GDXJ
+$1.81M

Top Sells

1
+$11.6M
2
+$8.63M
3
+$6.92M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.18M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.82M

Sector Composition

1 Real Estate 3.03%
2 Financials 2.51%
3 Technology 1.7%
4 Healthcare 0.23%
5 Consumer Discretionary 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.4M 14.63%
75,744
-25,782
2
$17.6M 10.15%
2,068,515
-1,366,297
3
$10.5M 6.08%
90,296
-40,810
4
$9.6M 5.54%
91,030
-40,580
5
$7.52M 4.34%
687,444
-6,791
6
$6.85M 3.95%
79,278
-80,072
7
$6.67M 3.85%
104,111
-42,301
8
$6.33M 3.65%
124,717
-121,753
9
$5.59M 3.22%
94,043
-14,640
10
$5.37M 3.1%
24,775
-91
11
$4.3M 2.48%
29,282
-7,692
12
$4.17M 2.41%
425,562
-176,755
13
$3.73M 2.15%
36,627
-47,277
14
$3.33M 1.92%
240,991
-260,355
15
$2.79M 1.61%
33,172
-7,920
16
$2.76M 1.59%
52,955
-12,960
17
$2.6M 1.5%
15,600
-3,600
18
$2.33M 1.34%
+233,498
19
$2.26M 1.31%
9,360
-2,160
20
$2.08M 1.2%
+32,630
21
$1.98M 1.14%
7,135
+5,072
22
$1.97M 1.14%
28,611
-6,912
23
$1.93M 1.12%
+43,610
24
$1.92M 1.11%
+44,950
25
$1.82M 1.05%
42,653
-10,224
1
2 3 4 5