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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
SPDW icon
451
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.6B
$8.54K ﹤0.01%
187
– –
ED icon
452
Consolidated Edison
ED
$41.4B
$8.49K ﹤0.01%
75
– –
KMI icon
453
Kinder Morgan
KMI
$71.9B
$8.42K ﹤0.01%
251
– –
HQY icon
454
HealthEquity
HQY
$8.17B
$8.36K ﹤0.01%
+100
New +$8.21K
KR icon
455
Kroger
KR
$36B
$8.31K ﹤0.01%
115
+91
+379% +$6.16K
DVA icon
456
DaVita
DVA
$15.2B
$8.3K ﹤0.01%
54
– –
ALLY icon
457
Ally Financial
ALLY
$14B
$8.29K ﹤0.01%
+211
New +$8.69K
SPYG icon
458
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.4B
$8.22K ﹤0.01%
84
– –
CF icon
459
CF Industries
CF
$18.7B
$8.18K ﹤0.01%
63
– –
MU icon
460
Micron Technology
MU
$959B
$8.11K ﹤0.01%
24
– –
RMD icon
461
ResMed
RMD
$28.9B
$8.08K ﹤0.01%
36
– –
TFC icon
462
Truist Financial
TFC
$64.1B
$8K ﹤0.01%
174
-236
-58% -$11.7K
PTLC icon
463
Pacer Trendpilot US Large Cap ETF
PTLC
$3.27B
$7.97K ﹤0.01%
152
– –
ARKG icon
464
ARK Genomic Revolution ETF
ARKG
$1.59B
$7.95K ﹤0.01%
301
– –
IBB icon
465
iShares Biotechnology ETF
IBB
$9.23B
$7.94K ﹤0.01%
47
– –
DGX icon
466
Quest Diagnostics
DGX
$23.3B
$7.84K ﹤0.01%
40
– –
ZION icon
467
Zions Bancorporation
ZION
$10.6B
$7.72K ﹤0.01%
134
– –
AMBP icon
468
Ardagh Metal Packaging
AMBP
$2.8B
$7.7K ﹤0.01%
+1,900
New +$8.42K
MSB
469
Mesabi Trust
MSB
$320M
$7.58K ﹤0.01%
+241
New +$8.21K
WTW icon
470
Willis Towers Watson
WTW
$27.7B
$7.56K ﹤0.01%
26
– –
CTRA
471
DELISTED
Coterra Energy
CTRA
$7.55K ﹤0.01%
215
– –
BBIO icon
472
BridgeBio Pharma
BBIO
$15.9B
$7.43K ﹤0.01%
+100
New +$7.25K
ZIM icon
473
ZIM Integrated Shipping Services
ZIM
$2.93B
$7.27K ﹤0.01%
+276
New +$6.87K
PLUG icon
474
Plug Power
PLUG
$3.03B
$7.23K ﹤0.01%
3,200
– –
VCR icon
475
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$7.18K ﹤0.01%
20
– –
17 18
19
20 21

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IPA
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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.