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
$207M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$9.31M
3
+$5.08M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.93M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.23M

Top Sells

1
+$10M
2
+$8.72M
3
+$3.97M
4
FJAN icon
FT Vest US Equity Buffer ETF January
FJAN
+$3.57M
5
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$2.63M

Sector Composition

1 Financials 2.22%
2 Technology 2.22%
3 Real Estate 1.88%
4 Healthcare 1.86%
5 Energy 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.2M 15.03%
59,611
-3,500
2
$12.5M 6.03%
803,557
-18,153
3
$12.3M 5.94%
+292,510
4
$11.4M 5.49%
50,672
-8,865
5
$10.4M 5%
70,202
+21,860
6
$9.4M 4.53%
45,124
-8,110
7
$9.31M 4.49%
+20,971
8
$7.57M 3.65%
307,336
+159,432
9
$6.87M 3.31%
379,130
+121,291
10
$6.51M 3.14%
79,669
-106,773
11
$6.32M 3.05%
277,520
+50,480
12
$5.08M 2.45%
+54,934
13
$4.83M 2.33%
44,555
+23,240
14
$4.54M 2.19%
85,121
-74,347
15
$3.56M 1.72%
28,259
-6,897
16
$2.7M 1.3%
98,525
+6,828
17
$2.55M 1.23%
+33,358
18
$2.53M 1.22%
121,596
+8,389
19
$2.32M 1.12%
47,819
+3,492
20
$2.28M 1.1%
63,601
+4,368
21
$2.19M 1.06%
24,230
-4,540
22
$2.08M 1%
214,750
+16,050
23
$1.98M 0.95%
20,764
-3,628
24
$1.71M 0.82%
27,664
+1,896
25
$1.55M 0.75%
171,853
+535
1
2 3 4 5