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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
DFAR icon
376
Dimensional US Real Estate ETF
DFAR
$1.76B
$6.37K ﹤0.01%
278
– –
PEG icon
377
Public Service Enterprise Group
PEG
$37.2B
$6.34K ﹤0.01%
79
– –
CI icon
378
Cigna
CI
$73.6B
$6.33K ﹤0.01%
23
– –
PLUG icon
379
Plug Power
PLUG
$2.94B
$6.3K ﹤0.01%
3,200
– –
CCI icon
380
Crown Castle
CCI
$31.3B
$6.22K ﹤0.01%
70
+65
+1,300% +$5.98K
FDL icon
381
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.85B
$6.21K ﹤0.01%
140
– –
MEDP icon
382
Medpace
MEDP
$16.8B
$6.18K ﹤0.01%
11
– –
COWZ icon
383
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
$6.14K ﹤0.01%
102
– –
DVA icon
384
DaVita
DVA
$11.7B
$6.13K ﹤0.01%
54
– –
TYL icon
385
Tyler Technologies
TYL
$13B
$5.9K ﹤0.01%
13
– –
GDLC
386
Grayscale CoinDesk Crypto 5 ETF
GDLC
$353M
$5.74K ﹤0.01%
139
– –
VTV icon
387
Vanguard Morningstar Value ETF
VTV
$192B
$5.73K ﹤0.01%
30
– –
PODD icon
388
Insulet
PODD
$9.91B
$5.68K ﹤0.01%
20
– –
WY icon
389
Weyerhaeuser
WY
$18.2B
$5.66K ﹤0.01%
239
– –
CTRA
390
DELISTED
Coterra Energy
CTRA
$5.66K ﹤0.01%
215
– –
PPA icon
391
Invesco Aerospace & Defense ETF
PPA
$8.72B
$5.64K ﹤0.01%
36
– –
BXP icon
392
Boston Properties
BXP
$10.8B
$5.53K ﹤0.01%
82
– –
TRV icon
393
Travelers Companies
TRV
$78.3B
$5.51K ﹤0.01%
19
– –
LNC icon
394
Lincoln National
LNC
$8.75B
$5.39K ﹤0.01%
121
– –
STZ icon
395
Constellation Brands
STZ
$22.8B
$5.38K ﹤0.01%
39
– –
CBTA
396
Calamos Bitcoin 80 Series Structured Alt Protection ETF - April
CBTA
$6.29M
$5.38K ﹤0.01%
194
– –
QQQM icon
397
Invesco NASDAQ 100 ETF
QQQM
$102B
$5.31K ﹤0.01%
21
– –
EQNR icon
398
Equinor
EQNR
$97.4B
$5.29K ﹤0.01%
224
– –
SCHM icon
399
Schwab US Mid-Cap ETF
SCHM
$15B
$5.23K ﹤0.01%
174
– –
BTC
400
Grayscale Bitcoin Mini Trust ETF
BTC
$3.39B
$5.19K ﹤0.01%
134
– –
14 15
16
17 18

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
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
MS
Millington Securities Red Bank, New Jersey $362M AUM
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.