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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

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

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

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
HL icon
676
Hecla Mining
HL
$9.61B
$410 ﹤0.01%
22
– –
ZM icon
677
Zoom
ZM
$26.7B
$402 ﹤0.01%
5
– –
EPD icon
678
Enterprise Products Partners
EPD
$82.6B
$378 ﹤0.01%
+10
New +$354
TWLO icon
679
Twilio
TWLO
$31.4B
$377 ﹤0.01%
3
– –
AAP icon
680
Advance Auto Parts
AAP
$3.21B
$369 ﹤0.01%
7
– –
POR icon
681
Portland General Electric
POR
$6.07B
$369 ﹤0.01%
7
– –
VOD icon
682
Vodafone
VOD
$36.2B
$360 ﹤0.01%
24
– –
MWA icon
683
Mueller Water Products
MWA
$3.98B
$357 ﹤0.01%
13
– –
ZTS icon
684
Zoetis
ZTS
$32.1B
$355 ﹤0.01%
3
– –
JBND icon
685
JPMorgan Active Bond ETF
JBND
$8.32B
$323 ﹤0.01%
+6
New +$325
DXYZ
686
Destiny Tech100
DXYZ
$791M
$295 ﹤0.01%
+11
New +$317
TOST icon
687
Toast
TOST
$17.4B
$292 ﹤0.01%
11
– –
GEHC icon
688
GE HealthCare
GEHC
$28.7B
$285 ﹤0.01%
4
-11
-73% -$867
FISV
689
Fiserv Inc
FISV
$27B
$279 ﹤0.01%
5
– –
MIR icon
690
Mirion Technologies
MIR
$3.91B
$260 ﹤0.01%
14
– –
ITRG
691
Integra Resources
ITRG
$418M
$251 ﹤0.01%
92
– –
FCEL icon
692
FuelCell Energy
FCEL
$1.48B
$242 ﹤0.01%
37
– –
URA icon
693
Global X Uranium ETF
URA
$5.36B
$242 ﹤0.01%
+5
New +$260
OKTA icon
694
Okta
OKTA
$26B
$236 ﹤0.01%
3
– –
BLNK icon
695
Blink Charging
BLNK
$79.1M
$227 ﹤0.01%
+400
New +$282
APTV icon
696
Aptiv
APTV
$12.2B
$208 ﹤0.01%
3
– –
HLN icon
697
Haleon
HLN
$44.5B
$200 ﹤0.01%
20
– –
BETZ icon
698
Roundhill Sports Betting & iGaming ETF
BETZ
$50.3M
$199 ﹤0.01%
11
– –
CMPS
699
Compass Pathways
CMPS
$1.67B
$194 ﹤0.01%
35
– –
WHR icon
700
Whirlpool
WHR
$2.48B
$162 ﹤0.01%
3
– –
26 27
28
29 30

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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
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.