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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
FBTC icon
351
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$17.7K ﹤0.01%
300
– –
BLD
352
DELISTED
TopBuild
BLD
$17.6K ﹤0.01%
+50
New +$22.4K
VWOB icon
353
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.21B
$17.3K ﹤0.01%
264
– –
RC
354
Ready Capital
RC
$256M
$16.5K ﹤0.01%
10,157
– –
COWG icon
355
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.23B
$16.4K ﹤0.01%
486
– –
EGO icon
356
Eldorado Gold
EGO
$7.28B
$16.1K ﹤0.01%
468
– –
TOTL icon
357
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.15B
$16.1K ﹤0.01%
404
– –
DIS icon
358
Walt Disney
DIS
$170B
$16K ﹤0.01%
166
-135
-45% -$14.3K
DFAI
359
Dimensional International Core Equity Market ETF
DFAI
$17B
$16K ﹤0.01%
410
– –
IAU icon
360
iShares Gold Trust
IAU
$62.4B
$16K ﹤0.01%
+181
New +$16.6K
VXUS icon
361
Vanguard Total International Stock ETF
VXUS
$153B
$15.9K ﹤0.01%
+206
New +$16.4K
SCHF icon
362
Schwab International Equity ETF
SCHF
$65.4B
$15.9K ﹤0.01%
+641
New +$16.3K
IWY icon
363
iShares Russell Top 200 Growth ETF
IWY
$16.3B
$15.7K ﹤0.01%
63
– –
LMT icon
364
Lockheed Martin
LMT
$117B
$15.7K ﹤0.01%
26
-15
-37% -$9.24K
FPE icon
365
First Trust Preferred Securities and Income ETF
FPE
$6.36B
$15.6K ﹤0.01%
+877
New +$16K
CRM icon
366
Salesforce
CRM
$140B
$15.3K ﹤0.01%
82
+55
+204% +$11.4K
WMB icon
367
Williams Companies
WMB
$89.7B
$15.2K ﹤0.01%
209
-116
-36% -$8.03K
WFC icon
368
Wells Fargo
WFC
$265B
$15K ﹤0.01%
189
– –
TEAM icon
369
Atlassian
TEAM
$23.7B
$15K ﹤0.01%
+220
New +$21.7K
JIRE icon
370
JPMorgan International Research Enhanced Equity ETF
JIRE
$11B
$15K ﹤0.01%
198
– –
XLV icon
371
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$15K ﹤0.01%
102
– –
DIVB icon
372
iShares Core Dividend ETF
DIVB
$1.6B
$14.8K ﹤0.01%
274
– –
PJUL icon
373
Innovator US Equity Power Buffer ETF July
PJUL
$1.11B
$14.7K ﹤0.01%
319
– –
PRU icon
374
Prudential Financial
PRU
$41.4B
$14.7K ﹤0.01%
150
– –
PAUG icon
375
Innovator US Equity Power Buffer ETF August
PAUG
$863M
$14.6K ﹤0.01%
342
– –
13 14
15
16 17

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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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TBWA
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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.