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ACM

Anfield Capital Management Portfolio holdings

AUM $363M
1-Year Est. Return 24.08%
This Fund
S&P 500
This Quarter Est. Return
+0.82%
1 Year Est. Return
+24.08%
3 Year Est. Return
+65.24%
5 Year Est. Return
+71.54%
10 Year Est. Return
–
AUM
$363M
AUM Growth
+$46.4M
Cap. Flow
+$50.4M
Cap. Flow %
13.88%
Top 10 Hldgs %
48.77%
Holding
729
New
150
Increased
128
Reduced
66
Closed
14

Top Buys

Rank Stock Value
1
MBB icon
iShares MBS ETF
MBB
+$7.89M
2
XMVM icon
Invesco S&P MidCap Value with Momentum ETF
XMVM
+$7.79M
3
ISCG icon
iShares Morningstar Small-Cap Growth ETF
ISCG
+$5.24M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$5.2M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.9M

Top Sells

Rank Stock Value
1
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$7.54M
2
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$7.24M
3
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$4.41M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$3.83M
5
LLYVA icon
Liberty Live Group Series A
LLYVA
+$1.97M

Sector Composition

Rank Sector Weight
1 Technology 5.19%
2 Industrials 4.45%
3 Financials 3.65%
4 Materials 2.14%
5 Communication Services 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PCAR icon
226
PACCAR
PCAR
$66.4B
$61.8K 0.02%
535
+517
+2,872% +$62.5K
CMI icon
227
Cummins
CMI
$89.5B
$61.3K 0.02%
+114
New +$64.5K
DHR icon
228
Danaher
DHR
$144B
$61.1K 0.02%
+322
New +$68.6K
RY icon
229
Royal Bank of Canada
RY
$299B
$61K 0.02%
+377
New +$63.1K
CNQ icon
230
Canadian Natural Resources
CNQ
$91.5B
$58.4K 0.02%
+1,198
New +$49.3K
EMD
231
Western Asset Emerging Markets Debt Fund
EMD
$619M
$56.9K 0.02%
5,799
– –
SU icon
232
Suncor Energy
SU
$73.7B
$56.9K 0.02%
+861
New +$47.6K
TJX icon
233
TJX Companies
TJX
$171B
$55.6K 0.02%
348
– –
SPOT icon
234
Spotify
SPOT
$98.3B
$55.3K 0.02%
114
+112
+5,600% +$56.2K
VIG icon
235
Vanguard Dividend Appreciation ETF
VIG
$111B
$55.3K 0.02%
257
– –
FAUG icon
236
FT Vest US Equity Buffer ETF August
FAUG
$1.17B
$55K 0.02%
1,063
– –
SNDA icon
237
Sonida Senior Living
SNDA
$1.93B
$54.8K 0.02%
+1,700
New +$56.9K
BKNG icon
238
Booking.com
BKNG
$141B
$54.7K 0.02%
325
– –
INTU icon
239
Intuit
INTU
$79.6B
$54.5K 0.02%
126
– –
NMAR
240
Innovator Growth-100 Power Buffer ETF - March
NMAR
$92.5M
$54.5K 0.02%
+1,854
New +$55.1K
SPYI icon
241
NEOS S&P 500 High Income ETF
SPYI
$10.5B
$53.6K 0.01%
1,086
– –
ABT icon
242
Abbott
ABT
$175B
$53.5K 0.01%
521
+386
+286% +$43.6K
DISV icon
243
Dimensional International Small Cap Value ETF
DISV
$4.78B
$53.4K 0.01%
+1,353
New +$54.7K
PFL
244
PIMCO Income Strategy Fund
PFL
$389M
$53.4K 0.01%
6,669
– –
IBIT icon
245
iShares Bitcoin Trust
IBIT
$47B
$53K 0.01%
+1,380
New +$59.8K
LOW icon
246
Lowe's Companies
LOW
$117B
$52.9K 0.01%
224
– –
PHK
247
PIMCO High Income Fund
PHK
$878M
$52.8K 0.01%
11,407
– –
PAXS
248
PIMCO Access Income Fund
PAXS
$681M
$52.8K 0.01%
3,664
– –
NFEB
249
Innovator Growth-100 Power Buffer ETF - February
NFEB
$82.6M
$52.8K 0.01%
+1,926
New +$54K
WDI
250
Western Asset Diversified Income Fund
WDI
$704M
$52.5K 0.01%
3,906
– –
8 9
10
11 12

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MA
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RBFC
Roman Butler Fullerton & Co St Louis, Missouri $364M AUM 27.64% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $363M AUM 16.28% 1-Year Est. Return
EW
Evexia Wealth Stevens Point, Wisconsin $364M AUM 29.61% 1-Year Est. Return
AFA
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RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $364M AUM 27.86% 1-Year Est. Return

Anfield Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Anfield Capital Management held 729 positions worth $363M, up 15% from $317M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Anfield Capital Management deployed $50.4M of net new capital in Q1 2026, opening 150 new positions and adding to 128 existing holdings. Its largest new stake was Invesco S&P MidCap Value with Momentum ETF: 117,148 shares worth $7.63M.

By sector, the portfolio is most concentrated in Technology at 5.2% of assets, up from 3.8% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was iShares US Small Cap Equity Factor ETF, an estimated $7.54M trimmed.

  • Anfield Capital Management's largest Q1 2026 buy was Invesco S&P MidCap Value with Momentum ETF: 117,148 shares worth $7.63M.
  • Anfield Capital Management added most to iShares MBS ETF in Q1 2026, an estimated $7.89M increase.
  • Anfield Capital Management's biggest Q1 2026 reduction was iShares US Small Cap Equity Factor ETF, cutting an estimated $7.54M.
  • Anfield Capital Management fully exited Liberty Live Group Series A in Q1 2026, selling an estimated $1.97M.
  • Anfield Capital Management's ten largest holdings make up 49% of its $363M portfolio in Q1 2026.
  • Anfield Capital Management opened 150 new positions and closed 14 in Q1 2026.
  • Anfield Capital Management's portfolio value rose 15% quarter-over-quarter to $363M.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.