We are live on ! Find out more
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
HD icon
251
Home Depot
HD
$355B
$22.7K 0.01%
66
+50
+313% +$18.3K
GFEB icon
252
FT Vest US Equity Moderate Buffer ETF February
GFEB
$380M
$22.6K 0.01%
545
– –
RC
253
Ready Capital
RC
$308M
$22.1K 0.01%
10,157
– –
USB icon
254
US Bancorp
USB
$99.6B
$22K 0.01%
413
+219
+113% +$10.8K
HSY icon
255
Hershey
HSY
$36.6B
$21.5K 0.01%
118
+113
+2,260% +$20.7K
PFE icon
256
Pfizer
PFE
$153B
$21.2K 0.01%
851
+487
+134% +$12.3K
HELO icon
257
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.73B
$21.2K 0.01%
319
– –
SCHG icon
258
Schwab US Large-Cap Growth ETF
SCHG
$62.9B
$21.2K 0.01%
648
– –
GS icon
259
Goldman Sachs
GS
$303B
$21.1K 0.01%
24
– –
MCD icon
260
McDonald's
MCD
$195B
$20.8K 0.01%
68
+65
+2,167% +$19.9K
GOOG icon
261
Alphabet (Google) Class C
GOOG
$4.32T
$20.7K 0.01%
66
– –
BA icon
262
Boeing
BA
$185B
$20.6K 0.01%
95
-76
-44% -$15.6K
TFC icon
263
Truist Financial
TFC
$64B
$20.2K 0.01%
410
+236
+136% +$10.9K
BCI icon
264
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3B
$19.9K 0.01%
1,021
– –
LMT icon
265
Lockheed Martin
LMT
$136B
$19.8K 0.01%
41
+14
+52% +$6.7K
PNC icon
266
PNC Financial Services
PNC
$101B
$19.8K 0.01%
95
+52
+121% +$10K
WMB icon
267
Williams Companies
WMB
$86.1B
$19.5K 0.01%
325
+116
+56% +$7.01K
ABBV icon
268
AbbVie
ABBV
$435B
$19.4K 0.01%
85
– –
RWL icon
269
Invesco S&P 500 Revenue ETF
RWL
$9.9B
$19.4K 0.01%
170
– –
XLP icon
270
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$19.1K 0.01%
246
-610
-71% -$47.6K
BMY icon
271
Bristol-Myers Squibb
BMY
$132B
$18.5K 0.01%
343
– –
VWOB icon
272
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.25B
$17.8K 0.01%
264
– –
VDE icon
273
Vanguard Energy ETF
VDE
$9.84B
$17.6K 0.01%
140
– –
WFC icon
274
Wells Fargo
WFC
$264B
$17.6K 0.01%
189
– –
IWY icon
275
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$17.5K 0.01%
63
– –
9 10
11
12 13

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.