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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 Miscellaneous 78.74%
2 Technology 5.19%
3 Industrials 4.45%
4 Financials 3.65%
5 Materials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GPC icon
426
Genuine Parts
GPC
$19B
$10.8K ﹤0.01%
+102
New +$12.6K
CSCO icon
427
Cisco
CSCO
$431B
$10.8K ﹤0.01%
139
-346
-71% -$27.1K
BSX icon
428
Boston Scientific
BSX
$69.3B
$10.5K ﹤0.01%
167
+151
+944% +$12.1K
MRP
429
Millrose Properties Inc
MRP
$5.32B
$10.2K ﹤0.01%
+366
New +$11K
SKYY icon
430
First Trust Cloud Computing ETF
SKYY
$3.3B
$10.2K ﹤0.01%
93
– –
VGK icon
431
Vanguard FTSE Europe ETF
VGK
$30.8B
$10.1K ﹤0.01%
123
– –
SNA icon
432
Snap-on
SNA
$19.8B
$10.1K ﹤0.01%
+28
New +$10.4K
USB icon
433
US Bancorp
USB
$98.7B
$10.1K ﹤0.01%
194
-219
-53% -$12K
DLR icon
434
Digital Realty Trust
DLR
$69.9B
$9.91K ﹤0.01%
55
-19
-26% -$3.25K
SPG icon
435
Simon Property Group
SPG
$67.8B
$9.89K ﹤0.01%
53
– –
DFIC icon
436
Dimensional International Core Equity 2 ETF
DFIC
$15.5B
$9.84K ﹤0.01%
+277
New +$10.1K
VCTR icon
437
Victory Capital Holdings
VCTR
$7B
$9.79K ﹤0.01%
+150
New +$10.5K
PSX icon
438
Phillips 66
PSX
$102B
$9.66K ﹤0.01%
53
– –
AFIF icon
439
Anfield Universal Fixed Income ETF
AFIF
$228M
$9.65K ﹤0.01%
1,036
+4
+0.4% +$38
PYPL icon
440
PayPal
PYPL
$47B
$9.63K ﹤0.01%
213
+130
+157% +$6.27K
CPA icon
441
Copa Holdings
CPA
$5.4B
$9.43K ﹤0.01%
+83
New +$10.9K
MDYG icon
442
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.86B
$9.4K ﹤0.01%
98
– –
GDLC
443
Grayscale CoinDesk Crypto 5 ETF
GDLC
$445M
$9.36K ﹤0.01%
300
+161
+116% +$5.71K
VUG icon
444
Vanguard Morningstar Growth ETF
VUG
$228B
$9.17K ﹤0.01%
126
– –
TRTX
445
TPG RE Finance Trust
TRTX
$606M
$9.12K ﹤0.01%
+1,168
New +$10.1K
ROBO icon
446
ROBO Global Robotics & Automation Index ETF
ROBO
$2.05B
$9.1K ﹤0.01%
133
– –
D icon
447
Dominion Energy
D
$57.9B
$9.09K ﹤0.01%
147
– –
IRM icon
448
Iron Mountain
IRM
$34.8B
$8.99K ﹤0.01%
88
– –
VCSH icon
449
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$8.96K ﹤0.01%
113
– –
STN icon
450
Stantec
STN
$8.26B
$8.64K ﹤0.01%
+100
New +$9.4K
16 17
18
19 20

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VI
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IVLAV
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NFG
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EPAM
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PCP
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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 Miscellaneous at 79% of assets, down from 81% a quarter earlier, followed by Technology and Industrials.

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.