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
+1.88%
1 Year Est. Return
+24.08%
3 Year Est. Return
+65.24%
5 Year Est. Return
+71.54%
10 Year Est. Return
–
AUM
$317M
AUM Growth
-$22.8M
Cap. Flow
-$25.9M
Cap. Flow %
-8.18%
Top 10 Hldgs %
52.16%
Holding
608
New
4
Increased
108
Reduced
81
Closed
29

Top Buys

Rank Stock Value
1
IHE icon
iShares US Pharmaceuticals ETF
IHE
+$9.41M
2
ARKW icon
ARK Web x.0 ETF
ARKW
+$8.54M
3
IHI icon
iShares US Medical Devices ETF
IHI
+$3.06M
4
PSMO icon
Pacer Swan SOS Moderate October ETF
PSMO
+$2.56M
5
AESR icon
Anfield US Equity Sector Rotation ETF
AESR
+$2.54M

Top Sells

Rank Stock Value
1
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$21M
2
IYG icon
iShares US Financial Services ETF
IYG
+$7.63M
3
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$5.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$4.92M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.79M

Sector Composition

Rank Sector Weight
1 Industrials 4.27%
2 Technology 3.75%
3 Financials 2.98%
4 Communication Services 2.39%
5 Materials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
51
Vanguard S&P 500 ETF
VOO
$1.03T
$1.44M 0.45%
2,298
-25
-1% -$15.5K
PSMD icon
52
Pacer Swan SOS Moderate January ETF
PSMD
$94.3M
$1.43M 0.45%
43,928
-1,040
-2% -$33.3K
RPHS
53
DELISTED
Regents Park Hedged Market Strategy ETF
RPHS
$1.33M 0.42%
130,378
-10,903
-8% -$120K
GNOV icon
54
FT Vest US Equity Moderate Buffer ETF November
GNOV
$299M
$1.25M 0.39%
31,453
-1,927
-6% -$74.8K
AAPL icon
55
Apple
AAPL
$4.57T
$1.2M 0.38%
4,403
+1,139
+35% +$306K
AMZN icon
56
Amazon
AMZN
$2.96T
$987K 0.31%
4,278
-77
-2% -$17.6K
SCHX icon
57
Schwab US Large- Cap ETF
SCHX
$74.6B
$880K 0.28%
32,710
+98
+0.3% +$2.62K
MARM icon
58
FT Vest US Equity Max Buffer ETF March
MARM
$108M
$766K 0.24%
23,177
-6,957
-23% -$228K
SPMD icon
59
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$687K 0.22%
11,859
– –
TMAR
60
FT Vest Emerging Markets Buffer ETF - March
TMAR
$16.9M
$655K 0.21%
28,657
-1,601
-5% -$36K
YMAR icon
61
FT Vest International Equity Moderate Buffer ETF March
YMAR
$164M
$605K 0.19%
22,375
-500
-2% -$13.3K
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.13T
$555K 0.18%
1,105
+954
+632% +$475K
GAUG icon
63
FT Vest US Equity Moderate Buffer ETF August
GAUG
$292M
$502K 0.16%
12,792
-76
-0.6% -$2.95K
GOOGL icon
64
Alphabet (Google) Class A
GOOGL
$4.33T
$487K 0.15%
1,555
+140
+10% +$40K
GAPR icon
65
FT Vest US Equity Moderate Buffer ETF April
GAPR
$291M
$483K 0.15%
12,077
-1,777
-13% -$70.2K
PSMJ icon
66
Pacer Swan SOS Moderate July ETF
PSMJ
$95.7M
$449K 0.14%
13,940
– –
PSFM icon
67
Pacer Swan SOS Flex April ETF
PSFM
$25.7M
$447K 0.14%
14,038
– –
TSLA icon
68
Tesla
TSLA
$1.3T
$405K 0.13%
900
+13
+1% +$5.76K
JUNM
69
FT Vest U.S. Equity Max Buffer ETF - June
JUNM
$67.2M
$367K 0.12%
10,727
-3,300
-24% -$112K
LDUR icon
70
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.38B
$354K 0.11%
3,693
– –
QMMY
71
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
$151M
$346K 0.11%
13,808
– –
ZNTL icon
72
Zentalis Pharmaceuticals
ZNTL
$302M
$328K 0.1%
242,605
+171,228
+240% +$249K
ARCC icon
73
Ares Capital
ARCC
$14.4B
$327K 0.1%
16,167
+3,080
+24% +$62.1K
QNCX icon
74
Quince Therapeutics
QNCX
$29.5M
$316K 0.1%
471
+320
+212% +$161K
KEN icon
75
Kenon Holdings
KEN
$3.45B
$310K 0.1%
4,669
– –
1 2
3
4 5

Similar funds

RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
RC
Reik & Co New York $363M AUM 3.03% 1-Year Est. Return
MS
Millington Securities Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
DCP
Davern Capital Partners Ny, New York $365M AUM
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
SIAG
Safeguard Investment Advisory Group Corona, California $362M AUM 20.96% 1-Year Est. Return

Anfield Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Anfield Capital Management held 608 positions worth $317M, down 6.7% from $340M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Anfield Capital Management withdrew a net $25.9M in Q4 2025, closing 29 positions and reducing 81 holdings. Its most notable exit was iShares Expanded Tech-Software Sector ETF, an estimated $21M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 4.3% of assets, up from 3.6% a quarter earlier, followed by Technology and Financials.

Against the trend, Anfield Capital Management opened a new position in iShares US Pharmaceuticals ETF worth $10M.

  • Anfield Capital Management's largest Q4 2025 buy was iShares US Pharmaceuticals ETF: 117,965 shares worth $10M.
  • Anfield Capital Management added most to ARK Web x.0 ETF in Q4 2025, an estimated $8.54M increase.
  • Anfield Capital Management's biggest Q4 2025 reduction was iShares US Treasury Bond ETF, cutting an estimated $5.6M.
  • Anfield Capital Management fully exited iShares Expanded Tech-Software Sector ETF in Q4 2025, selling an estimated $21M.
  • Anfield Capital Management's ten largest holdings make up 52% of its $317M portfolio in Q4 2025.
  • Anfield Capital Management opened 4 new positions and closed 29 in Q4 2025.
  • Anfield Capital Management's portfolio value fell 6.7% quarter-over-quarter to $317M.

Based on Anfield Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.