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
$205M
AUM Growth
-$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$8.92M
2
+$6.43M
3
+$4.85M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.29M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.73M

Top Sells

1
+$8.32M
2
+$7.23M
3
+$6.58M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5.62M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$5.17M

Sector Composition

1 Real Estate 1.84%
2 Financials 1.45%
3 Healthcare 1.14%
4 Energy 0.41%
5 Utilities 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.4M 10.93%
164,643
+35,702
2
$22.2M 10.85%
56,203
-18,285
3
$14.7M 7.17%
196,748
-69,395
4
$12M 5.88%
1,025,810
+760,175
5
$10.6M 5.18%
85,135
-52,849
6
$9.73M 4.75%
111,215
-64,289
7
$7.21M 3.52%
80,559
+19,332
8
$7.09M 3.47%
72,233
-33,128
9
$6.43M 3.14%
+49,789
10
$5.04M 2.46%
71,544
-22,550
11
$4.29M 2.1%
+46,825
12
$3.64M 1.78%
9,900
+79
13
$3.63M 1.77%
159,854
-10,840
14
$3.57M 1.74%
163,202
+55,604
15
$3.42M 1.67%
139,637
-15,792
16
$3.27M 1.6%
69,062
-8,148
17
$3.26M 1.59%
36,005
-11,848
18
$2.91M 1.42%
169,863
-68,628
19
$2.67M 1.3%
90,173
-10,192
20
$2.51M 1.23%
55,963
+37,050
21
$2.41M 1.18%
130,441
-14,241
22
$2.39M 1.17%
28,041
+6,241
23
$2.36M 1.15%
104,176
-11,760
24
$2.32M 1.13%
24,428
-599
25
$2.08M 1.02%
266,362
-26,195
1
2 3 4