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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
CBTA
526
Calamos Bitcoin 80 Series Structured Alt Protection ETF - April
CBTA
$4.19M
$4.14K ﹤0.01%
194
– –
PNW icon
527
Pinnacle West Capital
PNW
$13.1B
$4.13K ﹤0.01%
41
– –
BTC
528
Grayscale Bitcoin Mini Trust ETF
BTC
$3.4B
$4.02K ﹤0.01%
134
– –
DTE icon
529
DTE Energy
DTE
$30.8B
$3.95K ﹤0.01%
27
– –
DHY
530
Credit Suisse High Yield Credit Fund
DHY
$240M
$3.94K ﹤0.01%
2,074
– –
MPC icon
531
Marathon Petroleum
MPC
$91.3B
$3.91K ﹤0.01%
16
– –
VDC icon
532
Vanguard Consumer Staples ETF
VDC
$7.96B
$3.82K ﹤0.01%
17
– –
DOC icon
533
Healthpeak Properties
DOC
$15.5B
$3.79K ﹤0.01%
231
– –
OPEN icon
534
Opendoor
OPEN
$4.34B
$3.74K ﹤0.01%
+800
New +$4.31K
VLO icon
535
Valero Energy
VLO
$91.9B
$3.71K ﹤0.01%
15
– –
BITW
536
Bitwise 10 Crypto Index ETF
BITW
$614M
$3.7K ﹤0.01%
+83
New +$4.21K
NEE icon
537
NextEra Energy
NEE
$185B
$3.62K ﹤0.01%
39
-270
-87% -$24K
GIS icon
538
General Mills
GIS
$20.3B
$3.61K ﹤0.01%
97
– –
ELS icon
539
Equity Lifestyle Properties
ELS
$12.8B
$3.56K ﹤0.01%
57
– –
EFC
540
Ellington Financial
EFC
$1.7B
$3.56K ﹤0.01%
+300
New +$3.82K
SPSM icon
541
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$3.48K ﹤0.01%
72
– –
NCLH icon
542
Norwegian Cruise Line
NCLH
$8.93B
$3.44K ﹤0.01%
184
– –
WBD icon
543
Warner Bros
WBD
$67.4B
$3.38K ﹤0.01%
123
-425
-78% -$11.9K
ARKB icon
544
ARK 21Shares Bitcoin ETF
ARKB
$2.45B
$3.37K ﹤0.01%
150
– –
KEY icon
545
KeyCorp
KEY
$25.4B
$3.21K ﹤0.01%
160
– –
GDX icon
546
VanEck Gold Miners ETF
GDX
$21.8B
$3.15K ﹤0.01%
34
+24
+240% +$2.37K
RIVN icon
547
Rivian
RIVN
$25.3B
$3.1K ﹤0.01%
206
– –
ARM icon
548
Arm
ARM
$285B
$3.03K ﹤0.01%
20
– –
TTAM
549
Titan America SA
TTAM
$3.12B
$3K ﹤0.01%
+200
New +$3.42K
NXDT
550
NexPoint Diversified Real Estate Trust
NXDT
$291M
$2.97K ﹤0.01%
636
+14
+2% +$63
20 21
22
23 24

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IPA
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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.