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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
+1.11%
1 Year Est. Return
+24.08%
3 Year Est. Return
+65.24%
5 Year Est. Return
+71.54%
10 Year Est. Return
–
AUM
$276M
AUM Growth
+$13.3M
Cap. Flow
+$7.35M
Cap. Flow %
2.67%
Top 10 Hldgs %
58.13%
Holding
509
New
55
Increased
60
Reduced
54
Closed
74

Top Buys

Rank Stock Value
1
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$5.46M
2
GNOV icon
FT Vest US Equity Moderate Buffer ETF November
GNOV
+$378K
3
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$319K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$317K
5
PSMO icon
Pacer Swan SOS Moderate October ETF
PSMO
+$304K

Top Sells

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$1.54M
2
ARI
Apollo Commercial Real Estate
ARI
+$197K
3
PSMR icon
Pacer Swan SOS Moderate April ETF
PSMR
+$196K
4
IFLN
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
+$186K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$129K

Sector Composition

Rank Sector Weight
1 Technology 2.15%
2 Communication Services 2.1%
3 Healthcare 1.94%
4 Financials 1.44%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
476
Marvell Technology
MRVL
$187B
– –
-75
Closed -$5.41K
MSB
477
Mesabi Trust
MSB
$306M
– –
-4
Closed -$91
MTUM icon
478
iShares MSCI USA Momentum Factor ETF
MTUM
$25.4B
– –
-520
Closed -$105K
NTNX icon
479
Nutanix
NTNX
$17.4B
– –
-17
Closed -$1.01K
ORCL icon
480
Oracle
ORCL
$435B
– –
-100
Closed -$17K
PAYC icon
481
Paycom
PAYC
$9.62B
– –
-2
Closed -$333
QUAL icon
482
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
– –
-574
Closed -$103K
RLY icon
483
State Street Multi-Asset Real Return ETF
RLY
$1.31B
– –
-165
Closed -$4.74K
ROCK icon
484
Gibraltar Industries
ROCK
$1.45B
– –
-1
Closed -$70
RODM icon
485
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.65B
– –
-1,669
Closed -$50.9K
ROKU icon
486
Roku
ROKU
$22.5B
– –
-5
Closed -$373
RSP icon
487
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
– –
-69
Closed -$12.4K
SKE
488
Skeena Resources
SKE
$4.1B
– –
-4
Closed -$34
SKOR icon
489
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$735M
– –
-522
Closed -$25.6K
SLB icon
490
SLB Ltd
SLB
$78.9B
– –
-150
Closed -$6.29K
SMCI icon
491
Super Micro Computer
SMCI
$20.4B
– –
-10
Closed -$42
SPAB icon
492
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.91B
– –
-1,469
Closed -$38.4K
SPHQ icon
493
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
– –
-187
Closed -$12.6K
SPMO icon
494
Invesco S&P 500 Momentum ETF
SPMO
$21.7B
– –
-78
Closed -$7.07K
SVM
495
Silvercorp Metals
SVM
$2.7B
– –
-10
Closed -$44
TM icon
496
Toyota
TM
$224B
– –
-250
Closed -$44.6K
TSM icon
497
TSMC
TSM
$2.17T
– –
-33
Closed -$5.73K
UAA icon
498
Under Armour
UAA
$2.5B
– –
-7
Closed -$62
USAU icon
499
US Gold Corp
USAU
$251M
– –
-4
Closed -$23
USMV icon
500
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
– –
-711
Closed -$64.9K
17 18 19
20
21

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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 2024 Portfolio in Review

As of Q4 2024, Anfield Capital Management held 509 positions worth $276M, up 5.1% from $262M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Anfield Capital Management's Q4 2024 filing shows 55 new, 60 increased, 54 reduced and 74 closed positions. Its largest new stake was FT Vest U.S. Equity Max Buffer ETF - September: 8,336 shares worth $249K. The largest sale was Arista Networks, an estimated $1.54M.

By sector, the portfolio is most concentrated in Technology at 2.2% of assets, down from 2.8% a quarter earlier, followed by Communication Services and Healthcare.

  • Anfield Capital Management's largest Q4 2024 buy was FT Vest U.S. Equity Max Buffer ETF - September: 8,336 shares worth $249K.
  • Anfield Capital Management added most to WisdomTree Japan Hedged Equity Fund in Q4 2024, an estimated $5.46M increase.
  • Anfield Capital Management's biggest Q4 2024 reduction was Apollo Commercial Real Estate, cutting an estimated $197K.
  • Anfield Capital Management fully exited Arista Networks in Q4 2024, selling an estimated $1.54M.
  • Anfield Capital Management's ten largest holdings make up 58% of its $276M portfolio in Q4 2024.
  • Anfield Capital Management opened 55 new positions and closed 74 in Q4 2024.
  • Anfield Capital Management's portfolio value rose 5.1% quarter-over-quarter to $276M.

Based on Anfield Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.