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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
MKL icon
326
Markel Group
MKL
$24.7B
$24.9K 0.01%
13
– –
BCI icon
327
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.45B
$24.8K 0.01%
1,021
– –
BUD icon
328
AB InBev
BUD
$156B
$24.6K 0.01%
355
+340
+2,267% +$24.5K
TSLL icon
329
Direxion Daily TSLA Bull 2X ETF
TSLL
$3.86B
$24.3K 0.01%
2,000
– –
VDE icon
330
Vanguard Energy ETF
VDE
$9.76B
$24.2K 0.01%
140
– –
HRTX icon
331
Heron Therapeutics
HRTX
$89.1M
$24K 0.01%
30,000
– –
HWM icon
332
Howmet Aerospace
HWM
$109B
$23.8K 0.01%
103
+100
+3,333% +$23.3K
VOT icon
333
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$23.4K 0.01%
91
– –
GFEB icon
334
FT Vest US Equity Moderate Buffer ETF February
GFEB
$382M
$22.4K 0.01%
545
– –
KMAR
335
Innovator U.S. Small Cap Power Buffer ETF - March
KMAR
$33.6M
$22K 0.01%
+757
New +$22.2K
IMAR icon
336
Innovator International Developed Power Buffer ETF March
IMAR
$111M
$21.9K 0.01%
+755
New +$22.5K
MO icon
337
Altria Group
MO
$124B
$21.7K 0.01%
329
-210
-39% -$13.5K
HMC icon
338
Honda
HMC
$36.5B
$21K 0.01%
+865
New +$25.1K
HYLS icon
339
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
$21K 0.01%
+517
New +$21.4K
HELO icon
340
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.95B
$20.4K 0.01%
319
– –
ADP icon
341
Automatic Data Processing
ADP
$102B
$20.3K 0.01%
100
– –
ADBE icon
342
Adobe
ADBE
$94.3B
$20.2K 0.01%
83
+69
+493% +$19.1K
XLP icon
343
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$20.2K 0.01%
246
– –
STE icon
344
Steris
STE
$21.2B
$20.1K 0.01%
91
– –
ADSK icon
345
Autodesk
ADSK
$46.1B
$20.1K 0.01%
+84
New +$21.1K
PNC icon
346
PNC Financial Services
PNC
$101B
$19.5K 0.01%
94
-1
-1% -$218
RWL icon
347
Invesco S&P 500 Revenue ETF
RWL
$9.48B
$19.5K 0.01%
170
– –
SCHG icon
348
Schwab US Large-Cap Growth ETF
SCHG
$59.7B
$18.9K 0.01%
648
– –
GSL icon
349
Global Ship Lease
GSL
$1.45B
$18.7K 0.01%
+503
New +$18.9K
ABBV icon
350
AbbVie
ABBV
$450B
$18.5K 0.01%
85
– –
12 13
14
15 16

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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.