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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
+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
COP icon
326
ConocoPhillips
COP
$147B
$11.9K ﹤0.01%
127
– –
ACN icon
327
Accenture
ACN
$110B
$11.8K ﹤0.01%
44
+41
+1,367% +$10.4K
IXJ icon
328
iShares Global Healthcare ETF
IXJ
$4.23B
$11.7K ﹤0.01%
120
– –
IJJ icon
329
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.99B
$11.6K ﹤0.01%
88
– –
EMR icon
330
Emerson Electric
EMR
$89B
$11.5K ﹤0.01%
87
– –
DLR icon
331
Digital Realty Trust
DLR
$70.5B
$11.4K ﹤0.01%
74
+19
+35% +$3.12K
GEN icon
332
Gen Digital
GEN
$17.7B
$11.4K ﹤0.01%
420
+275
+190% +$7.4K
SRLN icon
333
State Street Blackstone Senior Loan ETF
SRLN
$5.35B
$11.3K ﹤0.01%
274
– –
FDX icon
334
FedEx
FDX
$76.5B
$11.3K ﹤0.01%
39
-35
-47% -$9.19K
BAC icon
335
Bank of America
BAC
$445B
$10.7K ﹤0.01%
195
+140
+255% +$7.4K
VIS icon
336
Vanguard Industrials ETF
VIS
$8.46B
$10.4K ﹤0.01%
35
– –
VGK icon
337
Vanguard FTSE Europe ETF
VGK
$31B
$10.3K ﹤0.01%
123
– –
VUG icon
338
Vanguard Morningstar Growth ETF
VUG
$230B
$10.2K ﹤0.01%
126
– –
DG icon
339
Dollar General
DG
$27.2B
$10.2K ﹤0.01%
77
+30
+64% +$3.35K
SPG icon
340
Simon Property Group
SPG
$71.1B
$9.81K ﹤0.01%
53
– –
AFIF icon
341
Anfield Universal Fixed Income ETF
AFIF
$227M
$9.71K ﹤0.01%
1,032
+7
+0.7% +$66
AVUV icon
342
Avantis US Small Cap Value ETF
AVUV
$30.8B
$9.28K ﹤0.01%
91
– –
ROBO icon
343
ROBO Global Robotics & Automation Index ETF
ROBO
$2.09B
$9.22K ﹤0.01%
133
– –
WTRG icon
344
Essential Utilities
WTRG
$11.2B
$9.21K ﹤0.01%
240
– –
MDYG icon
345
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.94B
$9.06K ﹤0.01%
98
– –
GSK icon
346
GSK
GSK
$104B
$9.02K ﹤0.01%
184
+167
+982% +$7.79K
VCSH icon
347
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$9.01K ﹤0.01%
113
-61
-35% -$4.87K
TGT icon
348
Target
TGT
$69.1B
$8.99K ﹤0.01%
92
+69
+300% +$6.36K
SPYG icon
349
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.3B
$8.96K ﹤0.01%
84
– –
ARKG icon
350
ARK Genomic Revolution ETF
ARKG
$1.78B
$8.72K ﹤0.01%
301
– –
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 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.