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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
BMAR icon
301
Innovator US Equity Buffer ETF March
BMAR
$249M
$32.9K 0.01%
+627
New +$33.5K
BND icon
302
Vanguard Total Bond Market
BND
$159B
$31.9K 0.01%
+433
New +$32.1K
BR icon
303
Broadridge
BR
$17.3B
$31.8K 0.01%
196
– –
EQNR icon
304
Equinor
EQNR
$88.8B
$31.6K 0.01%
749
+525
+234% +$15.8K
UCTT
305
Ultra Clean Holdings
UCTT
$4.14B
$31.1K 0.01%
+500
New +$25.6K
SAN icon
306
Banco Santander
SAN
$194B
$30.4K 0.01%
2,697
+2,630
+3,925% +$31.4K
ULTA icon
307
Ulta Beauty
ULTA
$20.6B
$30.3K 0.01%
58
– –
SPSB icon
308
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$30.1K 0.01%
+1,000
New +$30.2K
IEFA icon
309
iShares Core MSCI EAFE ETF
IEFA
$186B
$30K 0.01%
331
– –
VCLT icon
310
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.99B
$29.7K 0.01%
397
– –
CPRT icon
311
Copart
CPRT
$25.6B
$29.1K 0.01%
876
– –
VEA icon
312
Vanguard FTSE Developed Markets ETF
VEA
$226B
$28.8K 0.01%
449
– –
KHC icon
313
Kraft Heinz
KHC
$30.7B
$28.6K 0.01%
1,270
– –
CCI icon
314
Crown Castle
CCI
$34.6B
$28.5K 0.01%
350
+280
+400% +$24.1K
SYK icon
315
Stryker
SYK
$123B
$28.3K 0.01%
86
+83
+2,767% +$29.8K
FDIS icon
316
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.68B
$28K 0.01%
+300
New +$30K
VZ icon
317
Verizon
VZ
$182B
$26.8K 0.01%
534
-621
-54% -$28.8K
BBVA icon
318
Banco Bilbao Vizcaya Argentaria
BBVA
$139B
$26.7K 0.01%
1,231
+1,091
+779% +$25.2K
VWO icon
319
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$26.4K 0.01%
488
– –
RDVY icon
320
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
$25.6K 0.01%
375
– –
XBI icon
321
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$25.6K 0.01%
+200
New +$25K
WY icon
322
Weyerhaeuser
WY
$17.7B
$25.2K 0.01%
1,033
+794
+332% +$20K
SMR icon
323
NuScale Power
SMR
$2.67B
$25.2K 0.01%
2,322
+10
+0.4% +$152
DFAE icon
324
Dimensional Emerging Core Equity Market ETF
DFAE
$9.14B
$25K 0.01%
739
– –
TTD icon
325
Trade Desk
TTD
$8.74B
$25K 0.01%
1,102
– –
11 12
13
14 15

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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.