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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
+1.88%
1 Year Est. Return
+24.08%
3 Year Est. Return
+65.24%
5 Year Est. Return
+71.54%
10 Year Est. Return
–
AUM
$317M
AUM Growth
-$22.8M
Cap. Flow
-$25.9M
Cap. Flow %
-8.18%
Top 10 Hldgs %
52.16%
Holding
608
New
4
Increased
108
Reduced
81
Closed
29

Top Buys

Rank Stock Value
1
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$9.41M
2
ARKW icon
ARK Web x.0 ETF
ARKW
+$8.54M
3
IHI icon
iShares US Medical Devices ETF
IHI
+$3.06M
4
PSMO icon
Pacer Swan SOS Moderate October ETF
PSMO
+$2.56M
5
AESR icon
Anfield US Equity Sector Rotation ETF
AESR
+$2.54M

Top Sells

Rank Stock Value
1
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$21M
2
IYG icon
iShares US Financial Services ETF
IYG
+$7.63M
3
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$5.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$4.92M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.79M

Sector Composition

Rank Sector Weight
1 Industrials 4.27%
2 Technology 3.75%
3 Financials 2.98%
4 Communication Services 2.39%
5 Materials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CME icon
226
CME Group
CME
$94.8B
$30.9K 0.01%
113
+75
+197% +$20.4K
KHC icon
227
Kraft Heinz
KHC
$30B
$30.8K 0.01%
1,270
– –
VCLT icon
228
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.81B
$30.1K 0.01%
397
– –
LLY icon
229
Eli Lilly
LLY
$1.06T
$30.1K 0.01%
28
+2
+8% +$1.91K
XLE icon
230
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$30K 0.01%
672
+516
+331% +$23K
IEFA icon
231
iShares Core MSCI EAFE ETF
IEFA
$196B
$29.6K 0.01%
331
– –
CVX icon
232
Chevron
CVX
$366B
$28.4K 0.01%
187
+44
+31% +$6.7K
VEA icon
233
Vanguard FTSE Developed Markets ETF
VEA
$237B
$28K 0.01%
449
– –
MKL icon
234
Markel Group
MKL
$23.2B
$27.9K 0.01%
13
– –
MDT icon
235
Medtronic
MDT
$112B
$27.5K 0.01%
286
+230
+411% +$22.3K
UNH icon
236
UnitedHealth
UNH
$370B
$26.4K 0.01%
80
+55
+220% +$18.6K
VWO icon
237
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$26.2K 0.01%
488
– –
RDVY icon
238
First Trust Rising Dividend Achievers ETF
RDVY
$25.6B
$26.1K 0.01%
375
– –
ADP icon
239
Automatic Data Processing
ADP
$108B
$25.7K 0.01%
100
– –
VOT icon
240
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.8B
$25.4K 0.01%
91
– –
KO icon
241
Coca-Cola
KO
$375B
$25.2K 0.01%
361
+294
+439% +$20.5K
AMGN icon
242
Amgen
AMGN
$222B
$25.2K 0.01%
77
+70
+1,000% +$22.2K
NEE icon
243
NextEra Energy
NEE
$177B
$24.8K 0.01%
309
+270
+692% +$22.4K
RTX icon
244
RTX Corp
RTX
$301B
$24.6K 0.01%
134
– –
ATO icon
245
Atmos Energy
ATO
$28.8B
$24.1K 0.01%
144
– –
DFAE icon
246
Dimensional Emerging Core Equity Market ETF
DFAE
$9.7B
$24.1K 0.01%
739
– –
C icon
247
Citigroup
C
$226B
$23.5K 0.01%
201
– –
STE icon
248
Steris
STE
$23.1B
$23.1K 0.01%
91
– –
GD icon
249
General Dynamics
GD
$106B
$22.9K 0.01%
68
+65
+2,167% +$22.2K
FBTC icon
250
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$22.9K 0.01%
300
– –
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 Q4 2025 Portfolio in Review

As of Q4 2025, Anfield Capital Management held 608 positions worth $317M, down 6.7% from $340M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Anfield Capital Management withdrew a net $25.9M in Q4 2025, closing 29 positions and reducing 81 holdings. Its most notable exit was iShares Expanded Tech-Software Sector ETF, an estimated $21M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 4.3% of assets, up from 3.6% a quarter earlier, followed by Technology and Financials.

Against the trend, Anfield Capital Management opened a new position in iShares US Pharmaceuticals ETF worth $10M.

  • Anfield Capital Management's largest Q4 2025 buy was iShares US Pharmaceuticals ETF: 117,965 shares worth $10M.
  • Anfield Capital Management added most to ARK Web x.0 ETF in Q4 2025, an estimated $8.54M increase.
  • Anfield Capital Management's biggest Q4 2025 reduction was iShares US Treasury Bond ETF, cutting an estimated $5.6M.
  • Anfield Capital Management fully exited iShares Expanded Tech-Software Sector ETF in Q4 2025, selling an estimated $21M.
  • Anfield Capital Management's ten largest holdings make up 52% of its $317M portfolio in Q4 2025.
  • Anfield Capital Management opened 4 new positions and closed 29 in Q4 2025.
  • Anfield Capital Management's portfolio value fell 6.7% quarter-over-quarter to $317M.

Based on Anfield Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.