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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
QYLD icon
251
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.08B
$51.9K 0.01%
3,029
-561
-16% -$9.87K
BCAT icon
252
BlackRock Capital Allocation Term Trust
BCAT
$1.62B
$51.9K 0.01%
3,674
– –
IR icon
253
Ingersoll Rand
IR
$32.2B
$51.8K 0.01%
+647
New +$57.1K
RYLD icon
254
Global X Russell 2000 Covered Call ETF
RYLD
$1.37B
$50.8K 0.01%
3,397
– –
TM icon
255
Toyota
TM
$210B
$50.7K 0.01%
+246
New +$55.6K
EMR icon
256
Emerson Electric
EMR
$78.2B
$50.3K 0.01%
384
+297
+341% +$42.7K
FTF
257
Franklin Limited Duration Income Trust
FTF
$236M
$50.1K 0.01%
8,586
– –
GBIL icon
258
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.68B
$47.6K 0.01%
+475
New +$47.5K
CLM icon
259
Cornerstone Strategic Value Fund
CLM
$2.22B
$47.5K 0.01%
6,528
– –
DDOG icon
260
Datadog
DDOG
$92.1B
$47.2K 0.01%
400
– –
OEF icon
261
iShares S&P 100 ETF
OEF
$20.1B
$47.1K 0.01%
148
– –
DE icon
262
Deere & Co
DE
$161B
$46.8K 0.01%
83
+72
+655% +$40.6K
BA icon
263
Boeing
BA
$169B
$46.6K 0.01%
234
+139
+146% +$31.7K
CRF
264
Cornerstone Total Return Fund
CRF
$1.15B
$46.3K 0.01%
6,657
– –
SCUS
265
Schwab Ultra-Short Income ETF
SCUS
$241M
$46K 0.01%
1,826
– –
SGOL icon
266
abrdn Physical Gold Shares ETF
SGOL
$6.85B
$44.6K 0.01%
1,000
– –
FRA icon
267
BlackRock Floating Rate Income Strategies Fund
FRA
$380M
$44K 0.01%
3,993
– –
AAAU icon
268
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.44B
$43.9K 0.01%
950
– –
BIL icon
269
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$43.4K 0.01%
474
– –
NVS icon
270
Novartis
NVS
$293B
$43.4K 0.01%
+284
New +$43.5K
IFLN
271
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$309M
$43.2K 0.01%
2,406
– –
BAMG icon
272
Brookstone Growth Stock ETF
BAMG
$133M
$42.5K 0.01%
1,164
– –
UL icon
273
Unilever
UL
$134B
$42.1K 0.01%
+739
New +$49.5K
SHW icon
274
Sherwin-Williams
SHW
$81.7B
$41.4K 0.01%
129
– –
SVOL icon
275
Simplify Volatility Premium ETF
SVOL
$534M
$40.7K 0.01%
2,654
– –
9 10
11
12 13

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IPA
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EW
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AFA
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RGC
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VBFP
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TBWA
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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.