We are live on ! Find out more
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
PATH icon
476
UiPath
PATH
$8.01B
$1.67K ﹤0.01%
102
– –
XT icon
477
iShares Future Exponential Technologies ETF
XT
$3.98B
$1.6K ﹤0.01%
23
– –
KOMP icon
478
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.82B
$1.55K ﹤0.01%
26
– –
AMAT icon
479
Applied Materials
AMAT
$418B
$1.54K ﹤0.01%
6
– –
BSX icon
480
Boston Scientific
BSX
$74.4B
$1.53K ﹤0.01%
16
-23,509
-100% -$2.3M
HIG icon
481
Hartford Financial Services
HIG
$38.4B
$1.52K ﹤0.01%
11
– –
SPTL icon
482
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
$1.51K ﹤0.01%
57
– –
KR icon
483
Kroger
KR
$34.4B
$1.5K ﹤0.01%
24
– –
TAP icon
484
Molson Coors Class B
TAP
$7.9B
$1.4K ﹤0.01%
30
– –
VRTX icon
485
Vertex Pharmaceuticals
VRTX
$134B
$1.36K ﹤0.01%
3
– –
SLVR
486
Sprott Silver Miners & Physical Silver ETF
SLVR
$761M
$1.27K ﹤0.01%
23
+1
+5% +$48
EXC icon
487
Exelon
EXC
$46.3B
$1.26K ﹤0.01%
29
– –
MAR icon
488
Marriott International
MAR
$91.4B
$1.24K ﹤0.01%
4
– –
CAH icon
489
Cardinal Health
CAH
$55.7B
$1.23K ﹤0.01%
6
– –
GEHC icon
490
GE HealthCare
GEHC
$32.8B
$1.23K ﹤0.01%
15
+11
+275% +$857
HRL icon
491
Hormel Foods
HRL
$13.5B
$1.19K ﹤0.01%
50
– –
BABA icon
492
Alibaba
BABA
$307B
$1.17K ﹤0.01%
8
– –
SPOT icon
493
Spotify
SPOT
$103B
$1.16K ﹤0.01%
2
– –
SBAR
494
Simplify Barrier Income ETF
SBAR
$412M
$1.15K ﹤0.01%
44
+33
+300% +$863
SOUN icon
495
SoundHound AI
SOUN
$3.21B
$1.15K ﹤0.01%
115
– –
XV
496
Simplify Target 15 Distribution ETF
XV
$74M
$1.12K ﹤0.01%
44
+33
+300% +$876
MRSH
497
Marsh
MRSH
$91.5B
$1.11K ﹤0.01%
6
– –
RSG icon
498
Republic Services
RSG
$66.2B
$1.06K ﹤0.01%
5
– –
SYK icon
499
Stryker
SYK
$134B
$1.05K ﹤0.01%
3
-31
-91% -$11.3K
ILMN icon
500
Illumina
ILMN
$29.1B
$1.05K ﹤0.01%
8
– –
18 19
20
21 22

Similar funds

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
VA
Vestwell Advisors New York $365M AUM 12.39% 1-Year Est. Return
A6
Anchor @ 65 Singapore $362M AUM 20.02% 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.