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
$210M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$6.03M
3
+$3.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.76M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$1.9M

Top Sells

1
+$10.4M
2
+$9.64M
3
+$7.79M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.81M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$2.8M

Sector Composition

1 Financials 2%
2 Real Estate 1.66%
3 Consumer Discretionary 1.51%
4 Energy 0.95%
5 Technology 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.8M 15.15%
74,346
+8,807
2
$16M 7.63%
243,970
+92,034
3
$11.5M 5.48%
71,459
+24,688
4
$11.4M 5.45%
69,722
-47,550
5
$11.3M 5.39%
+77,969
6
$10.5M 4.98%
855,291
-131,359
7
$8.19M 3.9%
63,606
-80,915
8
$7.11M 3.39%
162,337
-31,081
9
$4.84M 2.31%
219,732
+15,820
10
$4.63M 2.21%
45,668
-10,521
11
$4.24M 2.02%
163,325
-1,692
12
$3.9M 1.86%
81,284
-873
13
$3.76M 1.79%
82,278
+1,253
14
$3.43M 1.63%
105,461
-1,092
15
$3.34M 1.59%
91,508
-50
16
$3.17M 1.51%
162,918
+2,381
17
$3.12M 1.49%
150,646
-31,004
18
$2.85M 1.36%
121,816
-1,260
19
$2.59M 1.24%
327,603
+2,896
20
$2.44M 1.16%
45,834
-474
21
$2.35M 1.12%
55,852
-10,599
22
$2.24M 1.07%
90,512
-936
23
$2.24M 1.07%
139,477
-1,443
24
$2.21M 1.05%
97,983
-1,014
25
$2.19M 1.04%
102,471
-1,062
1
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