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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
IWM icon
401
iShares Russell 2000 ETF
IWM
$81.2B
$12.6K ﹤0.01%
51
– –
BAMY icon
402
Brookstone Yield ETF
BAMY
$44.8M
$12.5K ﹤0.01%
457
– –
KT icon
403
KT
KT
$8.53B
$12.4K ﹤0.01%
+579
New +$12.4K
BAMA icon
404
Brookstone Active ETF
BAMA
$50M
$12.3K ﹤0.01%
372
– –
VHT icon
405
Vanguard Health Care ETF
VHT
$17.8B
$12.3K ﹤0.01%
45
– –
SCHR
406
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$12.2K ﹤0.01%
490
– –
GNL icon
407
Global Net Lease
GNL
$1.93B
$12.1K ﹤0.01%
+1,289
New +$12.1K
GOOG icon
408
Alphabet (Google) Class C
GOOG
$4.29T
$12K ﹤0.01%
42
-24
-36% -$7.54K
BWMX icon
409
Betterware México
BWMX
$683M
$12K ﹤0.01%
+713
New +$12.5K
SCHZ icon
410
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$12K ﹤0.01%
517
+1
+0.2% +$23
COF icon
411
Capital One
COF
$127B
$11.9K ﹤0.01%
+65
New +$13.6K
PHG icon
412
Philips
PHG
$26B
$11.8K ﹤0.01%
+447
New +$12.6K
BAMO icon
413
Brookstone Opportunities ETF
BAMO
$47.1M
$11.8K ﹤0.01%
371
– –
XLF icon
414
State Street Financial Select Sector SPDR ETF
XLF
$55.3B
$11.8K ﹤0.01%
238
– –
IJJ icon
415
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.75B
$11.7K ﹤0.01%
88
– –
HYT icon
416
BlackRock Corporate High Yield Fund
HYT
$1.38B
$11.5K ﹤0.01%
1,350
– –
PM icon
417
Philip Morris
PM
$300B
$11.4K ﹤0.01%
69
-128
-65% -$22.2K
IXJ icon
418
iShares Global Healthcare ETF
IXJ
$4.03B
$11.2K ﹤0.01%
120
– –
CME icon
419
CME Group
CME
$88.6B
$11.2K ﹤0.01%
38
-75
-66% -$22.3K
FCOM icon
420
Fidelity MSCI Communication Services Index ETF
FCOM
$1.82B
$11.1K ﹤0.01%
163
– –
MFC icon
421
Manulife Financial
MFC
$70.6B
$11.1K ﹤0.01%
+321
New +$11.6K
SPLV icon
422
Invesco S&P 500 Low Volatility ETF
SPLV
$7.1B
$11K ﹤0.01%
+151
New +$11.2K
SO icon
423
Southern Company
SO
$106B
$11K ﹤0.01%
114
-544
-83% -$50.3K
SRLN icon
424
State Street Blackstone Senior Loan ETF
SRLN
$5.31B
$11K ﹤0.01%
274
– –
VIS icon
425
Vanguard Industrials ETF
VIS
$8.05B
$10.9K ﹤0.01%
35
– –
15 16
17
18 19

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RGC
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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.