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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
WELL icon
451
Welltower
WELL
$169B
$2.6K ﹤0.01%
14
– –
TPC
452
Tutor Perini Cor
TPC
$5.18B
$2.48K ﹤0.01%
37
– –
VLO icon
453
Valero Energy
VLO
$90.7B
$2.44K ﹤0.01%
15
– –
SAP icon
454
SAP
SAP
$241B
$2.43K ﹤0.01%
10
– –
SHEL icon
455
Shell
SHEL
$249B
$2.42K ﹤0.01%
33
– –
NXDT
456
NexPoint Diversified Real Estate Trust
NXDT
$245M
$2.38K ﹤0.01%
622
+15
+2% +$49
HBAN icon
457
Huntington Bancshares
HBAN
$35.6B
$2.38K ﹤0.01%
137
– –
SPMB icon
458
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7.03B
$2.33K ﹤0.01%
104
– –
QUBT icon
459
Quantum Computing Inc
QUBT
$2.01B
$2.33K ﹤0.01%
227
+17
+8% +$242
NSC icon
460
Norfolk Southern
NSC
$75B
$2.31K ﹤0.01%
8
– –
TEVA icon
461
Teva Pharmaceuticals
TEVA
$42.1B
$2.28K ﹤0.01%
73
– –
IGIB icon
462
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$2.26K ﹤0.01%
42
– –
ETHA
463
iShares Ethereum Trust ETF
ETHA
$5.53B
$2.22K ﹤0.01%
99
– –
ARM icon
464
Arm
ARM
$286B
$2.19K ﹤0.01%
20
– –
APPF icon
465
AppFolio
APPF
$7.07B
$2.09K ﹤0.01%
9
– –
IOT icon
466
Samsara
IOT
$23.2B
$2.09K ﹤0.01%
59
– –
DOCU
467
DocuSign
DOCU
$11.4B
$2.05K ﹤0.01%
30
– –
WPM icon
468
Wheaton Precious Metals
WPM
$60.6B
$2K ﹤0.01%
17
– –
PCAR icon
469
PACCAR
PCAR
$69.1B
$1.97K ﹤0.01%
18
– –
GEV icon
470
GE Vernova
GEV
$264B
$1.96K ﹤0.01%
3
– –
EME icon
471
Emcor
EME
$35.7B
$1.83K ﹤0.01%
3
– –
SCHH icon
472
Schwab US REIT ETF
SCHH
$11.2B
$1.78K ﹤0.01%
85
– –
KVUE icon
473
Kenvue
KVUE
$36.5B
$1.73K ﹤0.01%
100
– –
ARKK icon
474
ARK Innovation ETF
ARKK
$6.37B
$1.69K ﹤0.01%
22
– –
IEMG icon
475
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$1.68K ﹤0.01%
25
-213
-89% -$14.3K
17 18
19
20 21

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.