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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
TOST icon
551
Toast
TOST
$20.4B
$391 ﹤0.01%
11
– –
AUR icon
552
Aurora
AUR
$13.6B
$384 ﹤0.01%
100
– –
ZTS icon
553
Zoetis
ZTS
$30.4B
$377 ﹤0.01%
3
– –
ITRG
554
Integra Resources
ITRG
$527M
$369 ﹤0.01%
92
– –
FISV
555
Fiserv Inc
FISV
$27.6B
$336 ﹤0.01%
5
– –
POR icon
556
Portland General Electric
POR
$5.68B
$336 ﹤0.01%
7
– –
MIR icon
557
Mirion Technologies
MIR
$3.74B
$328 ﹤0.01%
14
– –
VOD icon
558
Vodafone
VOD
$36.4B
$317 ﹤0.01%
24
– –
MWA icon
559
Mueller Water Products
MWA
$4.09B
$310 ﹤0.01%
13
– –
BROS icon
560
Dutch Bros
BROS
$8.98B
$306 ﹤0.01%
5
– –
AAP icon
561
Advance Auto Parts
AAP
$3.37B
$275 ﹤0.01%
7
– –
FCEL icon
562
FuelCell Energy
FCEL
$1.6B
$270 ﹤0.01%
37
– –
CARR icon
563
Carrier Global
CARR
$52.4B
$264 ﹤0.01%
5
– –
OKTA icon
564
Okta
OKTA
$26.4B
$259 ﹤0.01%
3
– –
CMPS
565
Compass Pathways
CMPS
$1.77B
$242 ﹤0.01%
35
– –
BETZ icon
566
Roundhill Sports Betting & iGaming ETF
BETZ
$49.7M
$234 ﹤0.01%
11
– –
INTA icon
567
Intapp
INTA
$3.04B
$229 ﹤0.01%
5
– –
APTV icon
568
Aptiv
APTV
$10.2B
$228 ﹤0.01%
3
– –
WHR icon
569
Whirlpool
WHR
$2.72B
$216 ﹤0.01%
3
– –
HLN icon
570
Haleon
HLN
$43.8B
$202 ﹤0.01%
20
– –
TDC icon
571
Teradata
TDC
$2.55B
$183 ﹤0.01%
6
– –
XRPI
572
Volatility Shares Trust XRP ETF
XRPI
$82.7M
$180 ﹤0.01%
17
– –
DELL icon
573
Dell
DELL
$301B
$126 ﹤0.01%
1
– –
EMQQ icon
574
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$274M
$121 ﹤0.01%
3
– –
GRAL
575
GRAIL Inc
GRAL
$3.3B
$86 ﹤0.01%
1
– –
21 22
23
24 25

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
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
WTFG
Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 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.