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
$262M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$8.14M
3
+$7.61M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.2M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$6.2M

Top Sells

1
+$6.29M
2
+$5.85M
3
+$1.34M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.34M
5
ACGL icon
Arch Capital
ACGL
+$1.16M

Sector Composition

1 Technology 2.79%
2 Healthcare 2.09%
3 Communication Services 1.96%
4 Financials 1.42%
5 Consumer Staples 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.2M 14.94%
68,288
-2,331
2
$18.4M 7.02%
203,673
+34,677
3
$14.2M 5.4%
29,023
+28,759
4
$13.9M 5.31%
61,675
+7,921
5
$13.7M 5.24%
809,064
+310
6
$13.1M 5.01%
85,329
+40,249
7
$12.8M 4.86%
51,971
+1,848
8
$11M 4.19%
469,152
+24,210
9
$10.4M 3.96%
560,654
+27,002
10
$8.9M 3.39%
196,279
-129,110
11
$8.18M 3.12%
72,379
+72,018
12
$7.74M 2.95%
80,769
+79,450
13
$6.2M 2.36%
+63,218
14
$4.99M 1.9%
36,813
+5,465
15
$4.95M 1.89%
46,698
+1,826
16
$4.75M 1.81%
86,915
+2,431
17
$4.23M 1.61%
328,628
+13,768
18
$3.5M 1.33%
78,208
-1,770
19
$3.42M 1.3%
41,205
+2,437
20
$3.36M 1.28%
+68,028
21
$3.21M 1.22%
32,802
+1,544
22
$2.94M 1.12%
107,301
-18,299
23
$1.98M 0.76%
16,317
-1,945
24
$1.87M 0.71%
960
+958
25
$1.8M 0.68%
3,138
+647
1
2 3 4 5