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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
XOM icon
76
ExxonMobil
XOM
$605B
$468K 0.13%
2,760
+2,192
+386% +$320K
PSFM icon
77
Pacer Swan SOS Flex April ETF
PSFM
$24.4M
$455K 0.13%
14,038
– –
CAT icon
78
Caterpillar
CAT
$404B
$434K 0.12%
613
+548
+843% +$380K
FDVV icon
79
Fidelity High Dividend ETF
FDVV
$10B
$429K 0.12%
+7,772
New +$447K
META icon
80
Meta Platforms (Facebook)
META
$1.69T
$415K 0.11%
725
+261
+56% +$167K
KEN icon
81
Kenon Holdings
KEN
$3.48B
$409K 0.11%
4,964
+295
+6% +$22.7K
TMUS icon
82
T-Mobile US
TMUS
$209B
$405K 0.11%
1,930
+1,530
+383% +$314K
PSMJ icon
83
Pacer Swan SOS Moderate July ETF
PSMJ
$92.8M
$370K 0.1%
11,633
-2,307
-17% -$74.4K
JUNM
84
FT Vest U.S. Equity Max Buffer ETF - June
JUNM
$64.9M
$368K 0.1%
10,727
– –
LDUR icon
85
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.37B
$354K 0.1%
3,693
– –
SBUX icon
86
Starbucks
SBUX
$124B
$347K 0.1%
3,878
+2,584
+200% +$244K
QMMY
87
FT Vest Nasdaq-100 Moderate Buffer ETF - May
QMMY
$140M
$343K 0.09%
13,808
– –
ARCC icon
88
Ares Capital
ARCC
$13.8B
$321K 0.09%
17,796
+1,629
+10% +$31.5K
QDEC icon
89
FT Vest Growth-100 Buffer ETF December
QDEC
$687M
$316K 0.09%
+10,056
New +$325K
IMNM icon
90
Immunome
IMNM
$2.51B
$298K 0.08%
+13,647
New +$304K
SHOP icon
91
Shopify
SHOP
$162B
$298K 0.08%
+2,510
New +$330K
JPM icon
92
JPMorgan Chase
JPM
$912B
$287K 0.08%
976
+624
+177% +$189K
GLTR icon
93
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.43B
$281K 0.08%
1,284
– –
ASML icon
94
ASML
ASML
$686B
$276K 0.08%
209
+201
+2,513% +$275K
PSLV icon
95
Sprott Physical Silver Trust
PSLV
$11.4B
$267K 0.07%
10,930
– –
SEPM
96
FT Vest U.S. Equity Max Buffer ETF - September
SEPM
$31.2M
$264K 0.07%
8,336
– –
WMT icon
97
Walmart Inc
WMT
$915B
$262K 0.07%
2,110
+1,595
+310% +$196K
FFEB icon
98
FT Vest US Equity Buffer ETF February
FFEB
$1.37B
$262K 0.07%
4,696
– –
LLY icon
99
Eli Lilly
LLY
$1.04T
$259K 0.07%
281
+253
+904% +$256K
FEZ icon
100
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.29B
$256K 0.07%
4,127
– –
2 3
4
5 6

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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.