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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
LW icon
526
Lamb Weston
LW
$7.15B
$670 ﹤0.01%
16
– –
UBER icon
527
Uber
UBER
$158B
$654 ﹤0.01%
8
– –
AWK icon
528
American Water Works
AWK
$26.3B
$653 ﹤0.01%
5
– –
VRT icon
529
Vertiv
VRT
$105B
$648 ﹤0.01%
4
– –
HWM icon
530
Howmet Aerospace
HWM
$114B
$615 ﹤0.01%
3
– –
GLW icon
531
Corning
GLW
$140B
$613 ﹤0.01%
7
– –
DOW icon
532
Dow Inc
DOW
$21.6B
$608 ﹤0.01%
26
– –
TSM icon
533
TSMC
TSM
$2.19T
$608 ﹤0.01%
2
– –
O icon
534
Realty Income
O
$58.2B
$564 ﹤0.01%
10
– –
WTFC icon
535
Wintrust Financial
WTFC
$10.8B
$559 ﹤0.01%
4
– –
ITRI icon
536
Itron
ITRI
$4.51B
$557 ﹤0.01%
6
– –
MAA icon
537
Mid-America Apartment Communities
MAA
$15.4B
$556 ﹤0.01%
4
– –
TQQQ icon
538
ProShares UltraPro QQQ
TQQQ
$37.5B
$549 ﹤0.01%
10
-10
-50% -$538
LDOS icon
539
Leidos
LDOS
$17.5B
$541 ﹤0.01%
3
– –
P
540
Everpure Inc
P
$33.1B
$536 ﹤0.01%
8
– –
ANET icon
541
Arista Networks
ANET
$243B
$524 ﹤0.01%
4
– –
EW icon
542
Edwards Lifesciences
EW
$52.9B
$512 ﹤0.01%
6
– –
PLD icon
543
Prologis
PLD
$131B
$511 ﹤0.01%
4
– –
MRVL icon
544
Marvell Technology
MRVL
$195B
$510 ﹤0.01%
6
– –
AIZ icon
545
Assurant
AIZ
$14.2B
$482 ﹤0.01%
2
– –
BJ icon
546
BJs Wholesale Club
BJ
$12.2B
$450 ﹤0.01%
5
– –
ZM icon
547
Zoom
ZM
$30.9B
$431 ﹤0.01%
5
– –
TWLO icon
548
Twilio
TWLO
$37.7B
$427 ﹤0.01%
3
– –
HL icon
549
Hecla Mining
HL
$11.5B
$422 ﹤0.01%
22
– –
CDE icon
550
Coeur Mining
CDE
$18.1B
$392 ﹤0.01%
22
– –
20 21
22
23 24

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.