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
$321M
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.29M
3
+$7.2M
4
MBB icon
iShares MBS ETF
MBB
+$3.67M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.5M

Top Sells

1
+$2.83M
2
+$1.84M
3
+$1.54M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.52M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.51M

Sector Composition

1 Financials 2.92%
2 Real Estate 1.67%
3 Technology 1.57%
4 Consumer Discretionary 0.29%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.6M 17.03%
124,720
+4,591
2
$20.9M 6.53%
1,969,418
+29,379
3
$17.9M 5.57%
117,115
+4,477
4
$17.1M 5.33%
93,982
+4,354
5
$15M 4.68%
394,351
+18,647
6
$13.1M 4.09%
132,725
+6,076
7
$13M 4.05%
101,623
+4,689
8
$11.2M 3.51%
+31,422
9
$10.6M 3.29%
737,111
+16,009
10
$9.94M 3.1%
123,829
+6,212
11
$9.29M 2.9%
+78,397
12
$7.2M 2.25%
+62,780
13
$5.3M 1.65%
45,587
+1,086
14
$5.26M 1.64%
104,932
+2,466
15
$4.82M 1.5%
44,115
+9,681
16
$4.76M 1.49%
81,376
+1,719
17
$4.26M 1.33%
218,691
+49,232
18
$4.21M 1.31%
438,167
+227
19
$4.2M 1.31%
158,301
+117,906
20
$3.67M 1.14%
+33,919
21
$3.5M 1.09%
+8,406
22
$3.35M 1.05%
32,906
+103
23
$3.33M 1.04%
208,515
+4,962
24
$3.33M 1.04%
+85,667
25
$3.15M 0.98%
+23,743
1
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