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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
XDTE icon
276
Roundhill S&P 500 0DTE Covered Call Strategy ETF
XDTE
$320M
$40.6K 0.01%
1,105
– –
GOF icon
277
Guggenheim Strategic Opportunities Fund
GOF
$2.28B
$40.3K 0.01%
3,654
– –
IEP icon
278
Icahn Enterprises
IEP
$5.07B
$40.1K 0.01%
5,313
– –
ORCL icon
279
Oracle
ORCL
$358B
$39.9K 0.01%
271
+248
+1,078% +$40.3K
PEP icon
280
PepsiCo
PEP
$190B
$39.3K 0.01%
253
+165
+188% +$25.7K
CBTY
281
Calamos Bitcoin 80 Series Structured Alt Protection ETF - July
CBTY
$5.9M
$38.6K 0.01%
1,955
– –
BAMV icon
282
Brookstone Value Stock ETF
BAMV
$103M
$38.4K 0.01%
1,181
– –
QDTE icon
283
Roundhill N-100 0DTE Covered Call Strategy ETF
QDTE
$883M
$37.8K 0.01%
1,377
– –
BAMD icon
284
Brookstone Dividend Stock ETF
BAMD
$98.9M
$37.2K 0.01%
1,195
– –
SPGI icon
285
S&P Global
SPGI
$135B
$36.6K 0.01%
86
– –
UPST icon
286
Upstart Holdings
UPST
$2.96B
$36.3K 0.01%
1,416
– –
ITW icon
287
Illinois Tool Works
ITW
$81.4B
$36.2K 0.01%
+139
New +$37.8K
AIVL icon
288
WisdomTree US AI Enhanced Value Fund
AIVL
$421M
$35.8K 0.01%
+309
New +$36.8K
PMAR icon
289
Innovator US Equity Power Buffer ETF March
PMAR
$756M
$35.7K 0.01%
801
+488
+156% +$22K
ING icon
290
ING
ING
$93.8B
$35.6K 0.01%
1,368
+1,258
+1,144% +$35.4K
QCOM icon
291
Qualcomm
QCOM
$180B
$35.4K 0.01%
275
+183
+199% +$26.7K
DJUN icon
292
FT Vest US Equity Deep Buffer ETF June
DJUN
$337M
$34.6K 0.01%
736
-23
-3% -$1.09K
MELI icon
293
Mercado Libre
MELI
$94.2B
$34.6K 0.01%
+20
New +$38.6K
T icon
294
AT&T
T
$153B
$34.3K 0.01%
1,182
-114
-9% -$3.04K
TLT icon
295
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$34.2K 0.01%
395
– –
NOW icon
296
ServiceNow
NOW
$107B
$33.5K 0.01%
+320
New +$37.6K
SPTM icon
297
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.5B
$33.4K 0.01%
422
– –
OKLO
298
Oklo
OKLO
$7.26B
$33.3K 0.01%
671
– –
IWP icon
299
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$33.1K 0.01%
258
– –
DB icon
300
Deutsche Bank
DB
$69B
$33K 0.01%
+1,107
New +$39K
10 11
12
13 14

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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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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.