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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
+8.34%
1 Year Est. Return
+24.08%
3 Year Est. Return
+65.24%
5 Year Est. Return
+71.54%
10 Year Est. Return
–
AUM
$340M
AUM Growth
+$37.8M
Cap. Flow
+$17.4M
Cap. Flow %
5.11%
Top 10 Hldgs %
51.96%
Holding
649
New
126
Increased
88
Reduced
77
Closed
45

Top Buys

Rank Stock Value
1
SOXX icon
iShares Semiconductor ETF
SOXX
+$20.6M
2
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.86M
3
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$4.82M
4
QXO
QXO Inc
QXO
+$2.48M
5
ICE icon
Intercontinental Exchange
ICE
+$2.45M

Top Sells

Rank Stock Value
1
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$8.73M
2
ARKW icon
ARK Web x.0 ETF
ARKW
+$7.8M
3
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$4.96M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$3.99M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.42M

Sector Composition

Rank Sector Weight
1 Industrials 3.56%
2 Technology 3.26%
3 Financials 2.69%
4 Materials 2.13%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
226
Caterpillar
CAT
$387B
$31K 0.01%
65
+6
+10% +$2.56K
VCLT icon
227
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
$30.8K 0.01%
397
– –
FBTC icon
228
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$29.9K 0.01%
+300
New +$30K
VST icon
229
Vistra
VST
$47.4B
$29.4K 0.01%
150
– –
ADP icon
230
Automatic Data Processing
ADP
$108B
$29.4K 0.01%
100
– –
IEFA icon
231
iShares Core MSCI EAFE ETF
IEFA
$196B
$28.9K 0.01%
331
– –
DIS icon
232
Walt Disney
DIS
$181B
$28.7K 0.01%
251
+4
+2% +$471
JNJ icon
233
Johnson & Johnson
JNJ
$625B
$27.3K 0.01%
147
-91
-38% -$15.6K
VEA icon
234
Vanguard FTSE Developed Markets ETF
VEA
$237B
$26.9K 0.01%
449
-119
-21% -$6.93K
VOT icon
235
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
$26.7K 0.01%
91
– –
VWO icon
236
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$26.4K 0.01%
488
-129
-21% -$6.65K
MKC icon
237
McCormick & Company Non-Voting
MKC
$14.2B
$26.2K 0.01%
392
– –
MRK icon
238
Merck
MRK
$318B
$25.6K 0.01%
305
-16
-5% -$1.32K
RDVY icon
239
First Trust Rising Dividend Achievers ETF
RDVY
$25.6B
$25.2K 0.01%
375
– –
MKL icon
240
Markel Group
MKL
$23.2B
$24.8K 0.01%
13
– –
ATO icon
241
Atmos Energy
ATO
$28.8B
$24.6K 0.01%
144
– –
DFAE icon
242
Dimensional Emerging Core Equity Market ETF
DFAE
$9.7B
$23.3K 0.01%
739
– –
AXP icon
243
American Express
AXP
$230B
$22.6K 0.01%
68
+23
+51% +$7.32K
STE icon
244
Steris
STE
$23.1B
$22.5K 0.01%
91
– –
RTX icon
245
RTX Corp
RTX
$301B
$22.4K 0.01%
134
-3
-2% -$466
CVX icon
246
Chevron
CVX
$366B
$22.1K 0.01%
143
-38
-21% -$5.88K
GFEB icon
247
FT Vest US Equity Moderate Buffer ETF February
GFEB
$380M
$22.1K 0.01%
545
– –
BCI icon
248
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3B
$22K 0.01%
1,021
– –
TSLL icon
249
Direxion Daily TSLA Bull 2X ETF
TSLL
$3.28B
$21.1K 0.01%
+1,000
New +$13.5K
HELO icon
250
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.73B
$20.7K 0.01%
+319
New +$20.4K
8 9
10
11 12

Similar funds

RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
MS
Millington Securities Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
DCP
Davern Capital Partners Ny, New York $365M AUM
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return

Anfield Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Anfield Capital Management held 649 positions worth $340M, up 13% from $302M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Anfield Capital Management deployed $17.4M of net new capital in Q3 2025, opening 126 new positions and adding to 88 existing holdings. Its largest new stake was QXO Inc: 119,677 shares worth $2.28M.

By sector, the portfolio is most concentrated in Industrials at 3.6% of assets, up from 0.14% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was State Street Communication Services Select Sector SPDR ETF, an estimated $8.73M trimmed.

  • Anfield Capital Management's largest Q3 2025 buy was QXO Inc: 119,677 shares worth $2.28M.
  • Anfield Capital Management added most to iShares Semiconductor ETF in Q3 2025, an estimated $20.6M increase.
  • Anfield Capital Management's biggest Q3 2025 reduction was State Street Communication Services Select Sector SPDR ETF, cutting an estimated $8.73M.
  • Anfield Capital Management fully exited iShares US Consumer Discretionary ETF in Q3 2025, selling an estimated $4.96M.
  • Anfield Capital Management's ten largest holdings make up 52% of its $340M portfolio in Q3 2025.
  • Anfield Capital Management opened 126 new positions and closed 45 in Q3 2025.
  • Anfield Capital Management's portfolio value rose 13% quarter-over-quarter to $340M.

Based on Anfield Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.