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
$263M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$8.96M
2
+$4.56M
3
+$3.03M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.76M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.71M

Top Sells

1
+$7.3M
2
+$7.26M
3
+$6.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.13M
5
FFC
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
+$2.89M

Sector Composition

1 Financials 2.91%
2 Real Estate 2.04%
3 Technology 1.71%
4 Communication Services 0.49%
5 Consumer Discretionary 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.4M 19.58%
120,129
+20,926
2
$20.5M 7.8%
1,940,039
+66,148
3
$16.6M 6.33%
112,638
+18,368
4
$16M 6.09%
89,628
+16,994
5
$13.8M 5.25%
375,704
+75,129
6
$13M 4.94%
126,649
+25,646
7
$12.2M 4.65%
96,934
+17,224
8
$9.82M 3.74%
721,102
+70,635
9
$9.52M 3.63%
117,617
+22,911
10
$5.15M 1.96%
102,466
+2,466
11
$4.56M 1.74%
+79,657
12
$4.32M 1.65%
44,501
+1,086
13
$4.26M 1.62%
437,940
+11,585
14
$3.79M 1.44%
34,434
-2,620
15
$3.35M 1.27%
32,803
-2,508
16
$3.31M 1.26%
203,553
+4,962
17
$3.31M 1.26%
169,459
-10,641
18
$3.13M 1.19%
541,249
19
$2.83M 1.08%
291,062
+29,762
20
$2.59M 0.99%
13,284
+334
21
$2.53M 0.96%
9,748
+240
22
$2.19M 0.83%
25,217
+1,694
23
$2.15M 0.82%
7,969
+199
24
$2.13M 0.81%
38,049
+1,049
25
$2M 0.76%
25,850
+630
1
2 3 4 5