ADFI Stock Summary and Trading Ideas (Anfield Dynamic Fixed Income ETF | BATS:ADFI)

The Fund is an actively managed ETF that is a fund of funds, meaning that it primarily invests its assets in securities of other ETFs. The Fund normally invests at least 80% of its net assets, including any borrowings for investment purposes, in other unaffiliated ETFs (Underlying Funds) that invest in any facet of the global debt markets, including corporate bonds, U.S. government and agency securities, private debt, foreign sovereign bonds, convertible securities, bank loans, asset-backed securities, mortgage-backed securities, and cash equivalent instruments. The Funds strategy seeks to outperform traditional core fixed income indices and styles over full market cycles by investing dynamically. It is expected that the Fund will typically hold 10-20 Underlying Funds to gain exposure to particular segments of the fixed income markets. These concentrated dynamic allocations are made with the goal of either capitalizing on positive opportunities or avoiding market declines. The Underlying Funds may invest heavily in foreign (non-U.S.) securities, and the Fund may have significant exposure through the Underlying Funds to issuers in emerging markets. The Fund may also invest in convertible securities.

Anfield Dynamic Fixed Income ETF trades on the BATS stock market under the symbol ADFI.

As of March 28, 2025, ADFI stock price declined to $8.40 with 411 million shares trading.

ADFI has a beta of 0.17, meaning it tends to be less sensitive to market movements. ADFI has a correlation of 0.18 to the broad based SPY ETF.

ADFI has a market cap of $47.46 million. This is considered a Sub-Micro Cap stock.

In the last 3 years, ADFI traded as high as $9.30 and as low as $7.85.

ADFI has underperformed the market in the last year with a price return of +1.4% while the SPY ETF gained +8.2%. However, in the short term, ADFI had mixed performance relative to the market. It has outperformed in the last 3 months, returning +0.8% vs -5.8% return in SPY. But in the last 2 weeks, ADFI shares have been beat by the market, returning -0.4% compared to an SPY return of +1.6%.

ADFI support price is $8.35 and resistance is $8.53 (based on 1 day standard deviation move). This means that using the most recent 20 day stock volatility and applying a one standard deviation move around the stock's closing price, stastically there is a 67% probability that ADFI shares will trade within this expected range on the day.