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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 Miscellaneous 78.74%
2 Technology 5.19%
3 Industrials 4.45%
4 Financials 3.65%
5 Materials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGIB icon
576
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$2.23K ﹤0.01%
42
– –
WPM icon
577
Wheaton Precious Metals
WPM
$70.4B
$2.23K ﹤0.01%
17
– –
EME icon
578
Emcor
EME
$33.3B
$2.21K ﹤0.01%
3
– –
TEVA icon
579
Teva Pharmaceuticals
TEVA
$42.4B
$2.2K ﹤0.01%
73
– –
CLX icon
580
Clorox
CLX
$11.3B
$2.18K ﹤0.01%
21
-56
-73% -$6.35K
E icon
581
ENI
E
$77.1B
$2.15K ﹤0.01%
+38
New +$1.7K
HBAN icon
582
Huntington Bancshares
HBAN
$34.4B
$2.14K ﹤0.01%
137
– –
FICO icon
583
Fair Isaac
FICO
$20.1B
$2.13K ﹤0.01%
2
– –
AMAT icon
584
Applied Materials
AMAT
$361B
$2.05K ﹤0.01%
6
– –
IOT icon
585
Samsara
IOT
$23.4B
$1.87K ﹤0.01%
59
– –
SCHH icon
586
Schwab US REIT ETF
SCHH
$11.1B
$1.83K ﹤0.01%
85
– –
TGT icon
587
Target
TGT
$74.7B
$1.82K ﹤0.01%
15
-77
-84% -$8.68K
FUTY icon
588
Fidelity MSCI Utilities Index ETF
FUTY
$2.29B
$1.77K ﹤0.01%
+30
New +$1.74K
IEMG icon
589
iShares Core MSCI Emerging Markets ETF
IEMG
$165B
$1.74K ﹤0.01%
25
– –
IT icon
590
Gartner
IT
$11.8B
$1.74K ﹤0.01%
11
– –
SOFI icon
591
SoFi Technologies
SOFI
$23.5B
$1.73K ﹤0.01%
109
-16
-13% -$337
KVUE icon
592
Kenvue
KVUE
$36B
$1.72K ﹤0.01%
100
– –
XRPC
593
Canary XRP ETF
XRPC
$324M
$1.67K ﹤0.01%
+117
New +$2.01K
MMSC icon
594
First Trust Multi-Manager Small Cap Opportunities ETF
MMSC
$51.2M
$1.61K ﹤0.01%
+68
New +$1.7K
REMX icon
595
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.23B
$1.61K ﹤0.01%
+18
New +$1.62K
DUK icon
596
Duke Energy
DUK
$93.7B
$1.57K ﹤0.01%
12
-367
-97% -$45.9K
XT icon
597
iShares Future Exponential Technologies ETF
XT
$3.95B
$1.57K ﹤0.01%
23
– –
ETHA
598
iShares Ethereum Trust ETF
ETHA
$8.32B
$1.57K ﹤0.01%
99
– –
QUBT icon
599
Quantum Computing Inc
QUBT
$1.81B
$1.55K ﹤0.01%
227
– –
KOMP icon
600
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.67B
$1.52K ﹤0.01%
26
– –
22 23
24
25 26

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MS
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SFP
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CIM
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VI
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IVLAV
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NFG
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EPAM
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PCP
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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 Miscellaneous at 79% of assets, down from 81% a quarter earlier, followed by Technology and Industrials.

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.