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
$290M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$2.83M
3
+$2.4M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.2M
5
AAPL icon
Apple
AAPL
+$1.42M

Top Sells

1
+$12.5M
2
+$11.2M
3
+$6.52M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$3.33M
5
MBB icon
iShares MBS ETF
MBB
+$3.16M

Sector Composition

1 Financials 2.85%
2 Technology 2.41%
3 Real Estate 2.12%
4 Healthcare 0.58%
5 Consumer Discretionary 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.7M 16.1%
98,311
-26,409
2
$21.1M 7.27%
2,014,689
+45,271
3
$19M 6.56%
109,329
-7,786
4
$18.2M 6.28%
89,029
-4,953
5
$17.6M 6.07%
450,629
+56,278
6
$16.4M 5.67%
155,363
+22,638
7
$13.3M 4.6%
94,616
-7,007
8
$10.3M 3.56%
737,709
+598
9
$9.24M 3.19%
119,013
-4,816
10
$9.2M 3.17%
79,881
+1,484
11
$5.98M 2.06%
+66,034
12
$5.97M 2.06%
46,130
+543
13
$5.26M 1.81%
106,165
+1,233
14
$4.93M 1.7%
84,804
+3,428
15
$4.82M 1.66%
44,386
+271
16
$4.29M 1.48%
160,711
+2,410
17
$4.26M 1.47%
219,491
+800
18
$4.17M 1.44%
436,025
-2,142
19
$3.6M 1.24%
8,237
-169
20
$3.53M 1.22%
210,996
+2,481
21
$3.35M 1.15%
32,975
+69
22
$2.87M 0.99%
13,760
+162
23
$2.83M 0.98%
+295,943
24
$2.72M 0.94%
106,356
+3,148
25
$2.68M 0.92%
541,249
1
2 3 4 5