We are live on ! Find out more
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
BABA icon
626
Alibaba
BABA
$276B
$1K ﹤0.01%
8
– –
VRT icon
627
Vertiv
VRT
$111B
$1K ﹤0.01%
4
– –
VPU
628
Vanguard Utilities ETF
VPU
$8.64B
$991 ﹤0.01%
5
– –
ILMN icon
629
Illumina
ILMN
$28.2B
$986 ﹤0.01%
8
– –
DLFE
630
FT Vest U.S. Equity Dual Directional Buffer ETF - February
DLFE
$65.1M
$971 ﹤0.01%
+33
New +$984
GLW icon
631
Corning
GLW
$133B
$952 ﹤0.01%
7
– –
PHM icon
632
Pultegroup
PHM
$24B
$941 ﹤0.01%
8
– –
MCD icon
633
McDonald's
MCD
$190B
$932 ﹤0.01%
3
-65
-96% -$20.7K
PAAS icon
634
Pan American Silver
PAAS
$17.6B
$929 ﹤0.01%
17
– –
ANGX
635
Angel Studios
ANGX
$767M
$927 ﹤0.01%
+304
New +$1.16K
AMP icon
636
Ameriprise Financial
AMP
$47.5B
$889 ﹤0.01%
2
– –
PAAA icon
637
PGIM AAA CLO ETF
PAAA
$10.3B
$883 ﹤0.01%
+17
New +$873
MCO icon
638
Moody's
MCO
$89.2B
$873 ﹤0.01%
2
– –
LRCX icon
639
Lam Research
LRCX
$392B
$855 ﹤0.01%
4
– –
MET icon
640
MetLife
MET
$60.5B
$849 ﹤0.01%
12
– –
BTGO
641
BitGo Holdings
BTGO
$551M
$848 ﹤0.01%
+103
New +$1.13K
CDNS icon
642
Cadence Design Systems
CDNS
$91B
$834 ﹤0.01%
3
– –
RCL icon
643
Royal Caribbean
RCL
$77B
$826 ﹤0.01%
3
– –
JPST icon
644
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$810 ﹤0.01%
16
– –
IAGG icon
645
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
$801 ﹤0.01%
16
– –
LH icon
646
Labcorp
LH
$23.2B
$800 ﹤0.01%
3
– –
IBM icon
647
IBM
IBM
$200B
$727 ﹤0.01%
3
-14
-82% -$3.79K
AWK icon
648
American Water Works
AWK
$26.4B
$680 ﹤0.01%
5
– –
DFTX
649
Definium Therapeutics
DFTX
$5.88B
$680 ﹤0.01%
+36
New +$611
LW icon
650
Lamb Weston
LW
$6.46B
$676 ﹤0.01%
16
– –
24 25
26
27 28

Similar funds

MA
Modus Advisors Excelsior, Minnesota $363M AUM 22.99% 1-Year Est. Return
RBFC
Roman Butler Fullerton & Co St Louis, Missouri $364M AUM 27.64% 1-Year Est. Return
IPA
Investment Planning Advisors Cumming, Georgia $363M AUM 16.28% 1-Year Est. Return
EW
Evexia Wealth Stevens Point, Wisconsin $364M AUM 29.61% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $363M AUM
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
TBWA
Three Bridge Wealth Advisors Los Altos, California $364M AUM 27.86% 1-Year Est. Return

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.