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
$229M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$5.51M
3
+$3.95M
4
PSMR icon
Pacer Swan SOS Moderate April ETF
PSMR
+$2.12M
5
RCL icon
Royal Caribbean
RCL
+$1.16M

Top Sells

1
+$9.26M
2
+$5.02M
3
+$4.87M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.55M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.76M

Sector Composition

1 Financials 1.67%
2 Real Estate 1.48%
3 Healthcare 0.82%
4 Consumer Discretionary 0.61%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.1M 12.67%
65,539
+8,900
2
$20.4M 8.89%
117,272
+31,701
3
$19.2M 8.37%
144,521
-19,198
4
$12.6M 5.5%
986,650
-27,523
5
$9.89M 4.31%
+151,936
6
$9.64M 4.21%
130,018
-67,748
7
$8.88M 3.87%
193,418
-1,527
8
$7.94M 3.46%
46,771
-3,272
9
$6.03M 2.63%
56,189
-16,414
10
$5.06M 2.21%
55,006
+3,469
11
$4.67M 2.04%
203,912
+32,158
12
$4.37M 1.91%
250,205
+15,172
13
$3.98M 1.74%
181,650
-1,792
14
$3.93M 1.71%
82,157
+8,148
15
$3.84M 1.68%
165,017
+15,792
16
$3.79M 1.65%
9,301
-227
17
$3.67M 1.6%
81,025
+13,119
18
$3.41M 1.49%
91,558
19
$3.06M 1.33%
66,451
-1,061
20
$3.02M 1.32%
160,537
+17,933
21
$2.97M 1.29%
106,553
+10,192
22
$2.5M 1.09%
324,707
+35,247
23
$2.44M 1.07%
46,308
+4,424
24
$2.44M 1.06%
123,076
+11,760
25
$2.41M 1.05%
285,310
+27,817
1
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