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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
+8.34%
1 Year Est. Return
+24.08%
3 Year Est. Return
+65.24%
5 Year Est. Return
+71.54%
10 Year Est. Return
–
AUM
$340M
AUM Growth
+$37.8M
Cap. Flow
+$17.4M
Cap. Flow %
5.11%
Top 10 Hldgs %
51.96%
Holding
649
New
126
Increased
88
Reduced
77
Closed
45

Top Buys

Rank Stock Value
1
SOXX icon
iShares Semiconductor ETF
SOXX
+$20.6M
2
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.86M
3
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$4.82M
4
QXO
QXO Inc
QXO
+$2.48M
5
ICE icon
Intercontinental Exchange
ICE
+$2.45M

Top Sells

Rank Stock Value
1
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$8.73M
2
ARKW icon
ARK Web x.0 ETF
ARKW
+$7.8M
3
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$4.96M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$3.99M
5
IYG icon
iShares US Financial Services ETF
IYG
+$3.42M

Sector Composition

Rank Sector Weight
1 Industrials 3.56%
2 Technology 3.26%
3 Financials 2.69%
4 Materials 2.13%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IXJ icon
326
iShares Global Healthcare ETF
IXJ
$4.23B
$10.6K ﹤0.01%
120
– –
RIO icon
327
Rio Tinto
RIO
$165B
$10.6K ﹤0.01%
160
– –
VIS icon
328
Vanguard Industrials ETF
VIS
$8.45B
$10.4K ﹤0.01%
35
– –
CME icon
329
CME Group
CME
$95.1B
$10.3K ﹤0.01%
38
– –
VUG icon
330
Vanguard Morningstar Growth ETF
VUG
$230B
$10.1K ﹤0.01%
126
-336
-73% -$25.7K
SPG icon
331
Simon Property Group
SPG
$71.3B
$9.95K ﹤0.01%
53
– –
CAIE
332
Calamos Autocallable Income ETF
CAIE
$1.22B
$9.92K ﹤0.01%
+361
New +$9.59K
MS icon
333
Morgan Stanley
MS
$339B
$9.86K ﹤0.01%
62
– –
RMD icon
334
ResMed
RMD
$31.9B
$9.85K ﹤0.01%
36
– –
VGK icon
335
Vanguard FTSE Europe ETF
VGK
$31B
$9.81K ﹤0.01%
123
– –
AFIF icon
336
Anfield Universal Fixed Income ETF
AFIF
$228M
$9.62K ﹤0.01%
1,025
+69
+7% +$646
WTRG icon
337
Essential Utilities
WTRG
$11.2B
$9.58K ﹤0.01%
240
– –
CSCO icon
338
Cisco
CSCO
$488B
$9.51K ﹤0.01%
139
+17
+14% +$1.16K
DLR icon
339
Digital Realty Trust
DLR
$70.8B
$9.51K ﹤0.01%
55
– –
USB icon
340
US Bancorp
USB
$99.9B
$9.38K ﹤0.01%
194
– –
PFE icon
341
Pfizer
PFE
$154B
$9.26K ﹤0.01%
364
+17
+5% +$420
AVUV icon
342
Avantis US Small Cap Value ETF
AVUV
$30.8B
$9.06K ﹤0.01%
91
– –
D icon
343
Dominion Energy
D
$59B
$8.99K ﹤0.01%
147
– –
WTW icon
344
Willis Towers Watson
WTW
$31.8B
$8.98K ﹤0.01%
26
– –
MDYG icon
345
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.94B
$8.97K ﹤0.01%
98
– –
IRM icon
346
Iron Mountain
IRM
$36.3B
$8.97K ﹤0.01%
88
– –
SPYG icon
347
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.3B
$8.78K ﹤0.01%
84
– –
ROBO icon
348
ROBO Global Robotics & Automation Index ETF
ROBO
$2.09B
$8.72K ﹤0.01%
133
– –
PNC icon
349
PNC Financial Services
PNC
$100B
$8.64K ﹤0.01%
43
-1
-2% -$198
UNH icon
350
UnitedHealth
UNH
$372B
$8.63K ﹤0.01%
25
-3
-11% -$907
12 13
14
15 16

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
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
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Anfield Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Anfield Capital Management held 649 positions worth $340M, up 13% from $302M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Anfield Capital Management deployed $17.4M of net new capital in Q3 2025, opening 126 new positions and adding to 88 existing holdings. Its largest new stake was QXO Inc: 119,677 shares worth $2.28M.

By sector, the portfolio is most concentrated in Industrials at 3.6% of assets, up from 0.14% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was State Street Communication Services Select Sector SPDR ETF, an estimated $8.73M trimmed.

  • Anfield Capital Management's largest Q3 2025 buy was QXO Inc: 119,677 shares worth $2.28M.
  • Anfield Capital Management added most to iShares Semiconductor ETF in Q3 2025, an estimated $20.6M increase.
  • Anfield Capital Management's biggest Q3 2025 reduction was State Street Communication Services Select Sector SPDR ETF, cutting an estimated $8.73M.
  • Anfield Capital Management fully exited iShares US Consumer Discretionary ETF in Q3 2025, selling an estimated $4.96M.
  • Anfield Capital Management's ten largest holdings make up 52% of its $340M portfolio in Q3 2025.
  • Anfield Capital Management opened 126 new positions and closed 45 in Q3 2025.
  • Anfield Capital Management's portfolio value rose 13% quarter-over-quarter to $340M.

Based on Anfield Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.