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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
WRB icon
651
W.R. Berkley
WRB
$26.7B
$663 ﹤0.01%
10
– –
PANW icon
652
Palo Alto Networks
PANW
$292B
$641 ﹤0.01%
4
– –
BAX icon
653
Baxter International
BAX
$11.7B
$622 ﹤0.01%
37
– –
O icon
654
Realty Income
O
$61.3B
$612 ﹤0.01%
10
– –
AES icon
655
AES
AES
$10.5B
$606 ﹤0.01%
+43
New +$640
ACN icon
656
Accenture
ACN
$87.9B
$595 ﹤0.01%
3
-41
-93% -$9.55K
MRVL icon
657
Marvell Technology
MRVL
$169B
$594 ﹤0.01%
6
– –
UBER icon
658
Uber
UBER
$147B
$575 ﹤0.01%
8
– –
WTFC icon
659
Wintrust Financial
WTFC
$11.1B
$556 ﹤0.01%
4
– –
ITRI icon
660
Itron
ITRI
$3.81B
$538 ﹤0.01%
6
– –
PLD icon
661
Prologis
PLD
$140B
$529 ﹤0.01%
4
– –
BJ icon
662
BJs Wholesale Club
BJ
$11.9B
$492 ﹤0.01%
5
– –
ANET icon
663
Arista Networks
ANET
$212B
$491 ﹤0.01%
4
– –
MAA icon
664
Mid-America Apartment Communities
MAA
$15.5B
$488 ﹤0.01%
4
– –
HOOD icon
665
Robinhood
HOOD
$89.7B
$485 ﹤0.01%
7
– –
EW icon
666
Edwards Lifesciences
EW
$49.4B
$480 ﹤0.01%
6
– –
P
667
Everpure Inc
P
$23.1B
$472 ﹤0.01%
8
– –
LDOS icon
668
Leidos
LDOS
$13.4B
$467 ﹤0.01%
3
– –
MLR icon
669
Miller Industries
MLR
$566M
$456 ﹤0.01%
10
-10
-50% -$427
FLHY icon
670
Franklin High Yield Corporate ETF
FLHY
$1.2B
$444 ﹤0.01%
+18
New +$439
AIZ icon
671
Assurant
AIZ
$13.7B
$436 ﹤0.01%
2
– –
TQQQ icon
672
ProShares UltraPro QQQ
TQQQ
$32.5B
$434 ﹤0.01%
10
– –
ZS icon
673
Zscaler
ZS
$24.2B
$421 ﹤0.01%
3
– –
CDE icon
674
Coeur Mining
CDE
$14.8B
$413 ﹤0.01%
22
– –
AUR icon
675
Aurora
AUR
$11.9B
$412 ﹤0.01%
100
– –
25 26
27
28 29

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IPA
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EW
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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.