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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
SCHM icon
501
Schwab US Mid-Cap ETF
SCHM
$14.6B
$5.39K ﹤0.01%
174
– –
BROS icon
502
Dutch Bros
BROS
$9.38B
$5.32K ﹤0.01%
105
+100
+2,000% +$5.47K
MEDP icon
503
Medpace
MEDP
$15.4B
$5.28K ﹤0.01%
11
– –
CVS icon
504
CVS Health
CVS
$137B
$5.24K ﹤0.01%
73
-95
-57% -$7.32K
VTR icon
505
Ventas
VTR
$46.7B
$5.23K ﹤0.01%
64
– –
ROKU icon
506
Roku
ROKU
$21.4B
$5.2K ﹤0.01%
+55
New +$5.36K
FRDM icon
507
Freedom 100 Emerging Markets ETF
FRDM
$3.24B
$5.15K ﹤0.01%
+94
New +$5.38K
GILD icon
508
Gilead Sciences
GILD
$167B
$5.02K ﹤0.01%
36
– –
QQQM icon
509
Invesco NASDAQ 100 ETF
QQQM
$96.3B
$4.99K ﹤0.01%
21
– –
MDT icon
510
Medtronic
MDT
$106B
$4.85K ﹤0.01%
56
-230
-80% -$22K
CMCSA icon
511
Comcast
CMCSA
$85B
$4.74K ﹤0.01%
165
– –
SCHD icon
512
Schwab US Dividend Equity ETF
SCHD
$100B
$4.63K ﹤0.01%
+151
New +$4.58K
SPMO icon
513
Invesco S&P 500 Momentum ETF
SPMO
$20.5B
$4.6K ﹤0.01%
+41
New +$4.84K
HAL icon
514
Halliburton
HAL
$29.4B
$4.48K ﹤0.01%
115
– –
LIT icon
515
Global X Lithium & Battery Tech ETF
LIT
$1.51B
$4.46K ﹤0.01%
60
– –
TYL icon
516
Tyler Technologies
TYL
$13.1B
$4.45K ﹤0.01%
13
– –
SNPS icon
517
Synopsys
SNPS
$73.6B
$4.36K ﹤0.01%
11
– –
LNC icon
518
Lincoln National
LNC
$8.08B
$4.3K ﹤0.01%
121
– –
BXP icon
519
Boston Properties
BXP
$11.1B
$4.26K ﹤0.01%
82
– –
SOUN icon
520
SoundHound AI
SOUN
$2.73B
$4.22K ﹤0.01%
615
+500
+435% +$4.32K
TDS icon
521
Telephone and Data Systems
TDS
$3.91B
$4.21K ﹤0.01%
+100
New +$4.4K
CAG icon
522
Conagra Brands
CAG
$6.83B
$4.21K ﹤0.01%
268
– –
SCHK icon
523
Schwab 1000 Index ETF
SCHK
$5.67B
$4.2K ﹤0.01%
134
– –
PODD icon
524
Insulet
PODD
$11.4B
$4.2K ﹤0.01%
20
– –
SJM icon
525
J.M. Smucker
SJM
$12B
$4.15K ﹤0.01%
43
– –
19 20
21
22 23

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IPA
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EW
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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.