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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
MCO icon
501
Moody's
MCO
$82.8B
$1.02K ﹤0.01%
2
– –
AMP icon
502
Ameriprise Financial
AMP
$49.3B
$981 ﹤0.01%
2
– –
FMC icon
503
FMC
FMC
$1.3B
$971 ﹤0.01%
70
– –
BUD icon
504
AB InBev
BUD
$163B
$961 ﹤0.01%
15
– –
MET icon
505
MetLife
MET
$62.2B
$947 ﹤0.01%
12
– –
CDNS icon
506
Cadence Design Systems
CDNS
$93.8B
$938 ﹤0.01%
3
– –
PHM icon
507
Pultegroup
PHM
$24.5B
$938 ﹤0.01%
8
– –
VPU
508
Vanguard Utilities ETF
VPU
$8.37B
$925 ﹤0.01%
5
– –
FN icon
509
Fabrinet
FN
$19.4B
$911 ﹤0.01%
2
– –
PAAS icon
510
Pan American Silver
PAAS
$21.5B
$881 ﹤0.01%
17
– –
GDX icon
511
VanEck Gold Miners ETF
GDX
$27.1B
$858 ﹤0.01%
10
+7
+233% +$553
RCL icon
512
Royal Caribbean
RCL
$82.9B
$837 ﹤0.01%
3
– –
JPST icon
513
JPMorgan Ultra-Short Income ETF
JPST
$40.6B
$809 ﹤0.01%
16
– –
IAGG icon
514
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$800 ﹤0.01%
16
– –
HOOD icon
515
Robinhood
HOOD
$84B
$792 ﹤0.01%
7
– –
SAN icon
516
Banco Santander
SAN
$211B
$786 ﹤0.01%
67
– –
LH icon
517
Labcorp
LH
$25.9B
$753 ﹤0.01%
3
– –
MLR icon
518
Miller Industries
MLR
$609M
$747 ﹤0.01%
20
+10
+100% +$389
PANW icon
519
Palo Alto Networks
PANW
$309B
$737 ﹤0.01%
4
– –
BAX icon
520
Baxter International
BAX
$14.2B
$707 ﹤0.01%
37
– –
WRB icon
521
W.R. Berkley
WRB
$26.3B
$701 ﹤0.01%
10
– –
DFIN icon
522
Donnelley Financial Solutions
DFIN
$1.15B
$700 ﹤0.01%
15
– –
CSX icon
523
CSX Corp
CSX
$93.3B
$689 ﹤0.01%
19
– –
LRCX icon
524
Lam Research
LRCX
$386B
$685 ﹤0.01%
4
– –
ZS icon
525
Zscaler
ZS
$28.2B
$675 ﹤0.01%
3
– –
19 20
21
22 23

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
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
MS
Millington Securities Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
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

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.