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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
+11.51%
1 Year Est. Return
+24.08%
3 Year Est. Return
+65.24%
5 Year Est. Return
+71.54%
10 Year Est. Return
–
AUM
$302M
AUM Growth
+$31.3M
Cap. Flow
+$3.45M
Cap. Flow %
1.14%
Top 10 Hldgs %
55.09%
Holding
542
New
79
Increased
93
Reduced
45
Closed
19

Top Buys

Rank Stock Value
1
GMAR icon
FT Vest US Equity Moderate Buffer ETF March
GMAR
+$1.56M
2
GNOV icon
FT Vest US Equity Moderate Buffer ETF November
GNOV
+$1.23M
3
TMAR
FT Vest Emerging Markets Buffer ETF - March
TMAR
+$589K
4
YMAR icon
FT Vest International Equity Moderate Buffer ETF March
YMAR
+$564K
5
GAPR icon
FT Vest US Equity Moderate Buffer ETF April
GAPR
+$525K

Top Sells

Rank Stock Value
1
FDGR
Foundations Dynamic Growth ETF
FDGR
+$557K
2
FDCE
Foundations Dynamic Core ETF
FDCE
+$540K
3
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$499K
4
FDVL
Foundations Dynamic Value ETF
FDVL
+$467K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$319K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 3.29%
2 Communication Services 3.27%
3 Consumer Staples 1.63%
4 Technology 0.99%
5 Financials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DOCU
426
DocuSign
DOCU
$11.5B
$2.34K ﹤0.01%
30
– –
LIT icon
427
Global X Lithium & Battery Tech ETF
LIT
$1.59B
$2.3K ﹤0.01%
60
– –
SPMB icon
428
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.06B
$2.3K ﹤0.01%
104
– –
INTC icon
429
Intel
INTC
$513B
$2.29K ﹤0.01%
102
– –
SOFI icon
430
SoFi Technologies
SOFI
$23.7B
$2.28K ﹤0.01%
125
+109
+681% +$1.44K
TGT icon
431
Target
TGT
$68B
$2.27K ﹤0.01%
23
– –
BDX icon
432
Becton Dickinson
BDX
$48.2B
$2.24K ﹤0.01%
+13
New +$2.38K
IGIB icon
433
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$2.24K ﹤0.01%
42
– –
WELL icon
434
Welltower
WELL
$171B
$2.15K ﹤0.01%
14
– –
NCLH icon
435
Norwegian Cruise Line
NCLH
$8.84B
$2.15K ﹤0.01%
106
– –
KVUE icon
436
Kenvue
KVUE
$36.9B
$2.09K ﹤0.01%
100
– –
APPF icon
437
AppFolio
APPF
$7.04B
$2.07K ﹤0.01%
9
– –
NSC icon
438
Norfolk Southern
NSC
$75.1B
$2.05K ﹤0.01%
8
– –
VLO icon
439
Valero Energy
VLO
$85.9B
$2.02K ﹤0.01%
15
– –
MU icon
440
Micron Technology
MU
$991B
$1.85K ﹤0.01%
15
– –
SCHH icon
441
Schwab US REIT ETF
SCHH
$11.4B
$1.8K ﹤0.01%
85
– –
UL icon
442
Unilever
UL
$136B
$1.77K ﹤0.01%
+26
New +$1.82K
ORCL icon
443
Oracle
ORCL
$423B
$1.75K ﹤0.01%
+8
New +$1.29K
TPC
444
Tutor Perini Cor
TPC
$5.21B
$1.73K ﹤0.01%
37
– –
PCAR icon
445
PACCAR
PCAR
$70.1B
$1.71K ﹤0.01%
18
– –
WM icon
446
Waste Management
WM
$91B
$1.6K ﹤0.01%
+7
New +$1.62K
GEV icon
447
GE Vernova
GEV
$264B
$1.59K ﹤0.01%
3
– –
APO icon
448
Apollo Global Management
APO
$73.4B
$1.56K ﹤0.01%
+11
New +$1.46K
AMT icon
449
American Tower
AMT
$80.4B
$1.55K ﹤0.01%
+7
New +$1.51K
ARKK icon
450
ARK Innovation ETF
ARKK
$6.29B
$1.55K ﹤0.01%
22
– –
16 17
18
19 20

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
RC
Reik & Co New York $363M AUM 3.03% 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

Anfield Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Anfield Capital Management held 542 positions worth $302M, up 12% from $271M the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Anfield Capital Management's Q2 2025 filing shows 79 new, 93 increased, 45 reduced and 19 closed positions. Its largest new stake was FT Vest US Equity Moderate Buffer ETF March: 41,482 shares worth $1.62M. The largest sale was Foundations Dynamic Growth ETF, an estimated $557K.

By sector, the portfolio is most concentrated in Consumer Discretionary at 3.3% of assets, up from 3.1% a quarter earlier, followed by Communication Services and Consumer Staples.

  • Anfield Capital Management's largest Q2 2025 buy was FT Vest US Equity Moderate Buffer ETF March: 41,482 shares worth $1.62M.
  • Anfield Capital Management added most to abrdn Physical Precious Metals Basket Shares ETF in Q2 2025, an estimated $165K increase.
  • Anfield Capital Management's biggest Q2 2025 reduction was State Street Communication Services Select Sector SPDR ETF, cutting an estimated $499K.
  • Anfield Capital Management fully exited Foundations Dynamic Growth ETF in Q2 2025, selling an estimated $557K.
  • Anfield Capital Management's ten largest holdings make up 55% of its $302M portfolio in Q2 2025.
  • Anfield Capital Management opened 79 new positions and closed 19 in Q2 2025.
  • Anfield Capital Management's portfolio value rose 12% quarter-over-quarter to $302M.

Based on Anfield Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.