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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
PLTR icon
51
Palantir
PLTR
$322B
$1.74M 0.48%
11,901
– –
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.73M 0.48%
3,619
+2,514
+228% +$1.23M
AMG icon
53
Affiliated Managers Group
AMG
$9.95B
$1.72M 0.47%
+6,226
New +$1.88M
GMAR icon
54
FT Vest US Equity Moderate Buffer ETF March
GMAR
$394M
$1.68M 0.46%
40,393
-243
-0.6% -$10K
RKT icon
55
Rocket Companies
RKT
$42.2B
$1.6M 0.44%
112,618
– –
VCIT icon
56
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$1.56M 0.43%
18,873
+17,866
+1,774% +$1.49M
FTEC icon
57
Fidelity MSCI Information Technology Index ETF
FTEC
$19.8B
$1.53M 0.42%
+7,341
New +$1.61M
RPHS
58
DELISTED
Regents Park Hedged Market Strategy ETF
RPHS
$1.41M 0.39%
145,344
+14,966
+11% +$151K
VOO icon
59
Vanguard S&P 500 ETF
VOO
$974B
$1.38M 0.38%
2,307
+9
+0.4% +$5.63K
AMZN icon
60
Amazon
AMZN
$2.69T
$1.29M 0.35%
6,171
+1,893
+44% +$417K
GNOV icon
61
FT Vest US Equity Moderate Buffer ETF November
GNOV
$295M
$1.22M 0.34%
31,453
– –
GOOGL icon
62
Alphabet (Google) Class A
GOOGL
$4.33T
$966K 0.27%
3,358
+1,803
+116% +$567K
SCHX icon
63
Schwab US Large- Cap ETF
SCHX
$71.7B
$841K 0.23%
32,805
+95
+0.3% +$2.55K
MARM icon
64
FT Vest US Equity Max Buffer ETF March
MARM
$108M
$770K 0.21%
22,988
-189
-0.8% -$6.28K
COST icon
65
Costco
COST
$419B
$715K 0.2%
718
+415
+137% +$404K
TMAR
66
FT Vest Emerging Markets Buffer ETF - March
TMAR
$13.8M
$710K 0.2%
30,102
+1,445
+5% +$33.5K
SPMD icon
67
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.1B
$702K 0.19%
11,854
-5
-0% -$304
TSLA icon
68
Tesla
TSLA
$1.47T
$663K 0.18%
1,784
+884
+98% +$364K
ZNTL icon
69
Zentalis Pharmaceuticals
ZNTL
$325M
$642K 0.18%
274,516
+31,911
+13% +$82.4K
YMAR icon
70
FT Vest International Equity Moderate Buffer ETF March
YMAR
$159M
$607K 0.17%
22,190
-185
-0.8% -$5.07K
TDEC
71
FT Vest Emerging Markets Buffer ETF - December
TDEC
$14.1M
$549K 0.15%
+22,563
New +$562K
MUB icon
72
iShares National Muni Bond ETF
MUB
$45.5B
$537K 0.15%
+5,063
New +$544K
YDEC icon
73
FT Vest International Equity Moderate Buffer ETF December
YDEC
$162M
$529K 0.15%
+20,117
New +$536K
GAUG icon
74
FT Vest US Equity Moderate Buffer ETF August
GAUG
$291M
$495K 0.14%
12,790
-2
-0% -$79
GAPR icon
75
FT Vest US Equity Moderate Buffer ETF April
GAPR
$289M
$477K 0.13%
11,789
-288
-2% -$11.6K
1 2
3
4 5

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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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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.