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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
AXP icon
126
American Express
AXP
$242B
$186K 0.05%
615
+592
+2,574% +$198K
JNK icon
127
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.36B
$183K 0.05%
1,913
– –
RTX icon
128
RTX Corp
RTX
$261B
$182K 0.05%
942
+808
+603% +$161K
MA icon
129
Mastercard
MA
$480B
$180K 0.05%
361
+178
+97% +$93.7K
OCTM
130
FT Vest U.S. Equity Max Buffer ETF - October
OCTM
$32M
$176K 0.05%
5,420
– –
VGIT icon
131
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.9B
$176K 0.05%
+2,956
New +$177K
HYGH icon
132
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$562M
$176K 0.05%
2,054
+83
+4% +$7.15K
APH icon
133
Amphenol
APH
$186B
$175K 0.05%
1,387
– –
MFIC icon
134
MidCap Financial Investment
MFIC
$806M
$174K 0.05%
15,499
+1,434
+10% +$15.8K
BKLN icon
135
Invesco Senior Loan ETF
BKLN
$7.19B
$173K 0.05%
8,479
+336
+4% +$6.94K
REM icon
136
iShares Mortgage Real Estate ETF
REM
$559M
$173K 0.05%
+8,051
New +$181K
PBR icon
137
Petrobras
PBR
$116B
$173K 0.05%
8,322
+1,000
+14% +$16K
SEIX icon
138
Virtus SEIX Senior Loan ETF
SEIX
$252M
$172K 0.05%
7,437
+304
+4% +$7.05K
JBBB icon
139
Janus Henderson B-BBB CLO ETF
JBBB
$1.36B
$171K 0.05%
3,659
-92,838
-96% -$4.41M
CEFS icon
140
Saba Closed-End Funds ETF
CEFS
$424M
$170K 0.05%
7,530
+101
+1% +$2.32K
HD icon
141
Home Depot
HD
$338B
$168K 0.05%
512
+446
+676% +$163K
GDEC icon
142
FT Vest US Equity Moderate Buffer ETF December
GDEC
$440M
$168K 0.05%
4,539
– –
ARDC
143
Are Dynamic Credit Allocation Fund
ARDC
$299M
$167K 0.05%
13,744
+1,135
+9% +$14.7K
PFFA icon
144
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.45B
$166K 0.05%
8,153
+140
+2% +$3.01K
BP icon
145
BP
BP
$108B
$164K 0.05%
3,499
+3,062
+701% +$120K
MRK icon
146
Merck
MRK
$315B
$161K 0.04%
1,338
+1,020
+321% +$118K
SHEL icon
147
Shell
SHEL
$242B
$157K 0.04%
1,683
+1,650
+5,000% +$133K
SCHA icon
148
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$155K 0.04%
5,334
-1,806
-25% -$54.1K
IJR icon
149
iShares Core S&P Small-Cap ETF
IJR
$110B
$154K 0.04%
+1,242
New +$158K
SAP icon
150
SAP
SAP
$186B
$154K 0.04%
901
+891
+8,910% +$184K
4 5
6
7 8

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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.