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
$216M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$8.57M
2
+$3.19M
3
+$3.03M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$1.44M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$1.14M

Top Sells

1
+$7.21M
2
+$2.39M
3
+$2.11M
4
APXH
APEX HealthCare ETF
APXH
+$564K
5
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$275K

Sector Composition

1 Real Estate 1.79%
2 Financials 1.64%
3 Energy 0.42%
4 Utilities 0.36%
5 Technology 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.2M 10.72%
56,639
+436
2
$21.2M 9.8%
163,719
-924
3
$14.8M 6.83%
197,766
+1,018
4
$12.9M 5.98%
85,571
+436
5
$12.2M 5.64%
1,014,173
-11,637
6
$9.26M 4.28%
111,785
+570
7
$8.57M 3.96%
+194,945
8
$7.48M 3.46%
50,043
+254
9
$7.35M 3.4%
72,603
+370
10
$4.87M 2.25%
71,908
+364
11
$4.78M 2.21%
51,537
+15,532
12
$4.12M 1.9%
235,033
+65,170
13
$4.02M 1.86%
171,754
+11,900
14
$3.85M 1.78%
183,442
+20,240
15
$3.58M 1.66%
9,528
-372
16
$3.53M 1.63%
74,009
+4,947
17
$3.36M 1.55%
149,225
+9,588
18
$3.19M 1.48%
+91,558
19
$3.07M 1.42%
67,906
+11,943
20
$3.03M 1.4%
+67,512
21
$2.61M 1.21%
142,604
+12,163
22
$2.6M 1.2%
96,361
+6,188
23
$2.29M 1.06%
111,316
+7,140
24
$2.21M 1.02%
289,460
+23,098
25
$2.2M 1.02%
257,493
+18,807
1
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