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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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
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
FTSL icon
151
First Trust Senior Loan Fund ETF
FTSL
$2.32B
$153K 0.04%
3,421
– –
SQM icon
152
Sociedad Química y Minera de Chile
SQM
$19.9B
$149K 0.04%
1,845
– –
CVX icon
153
Chevron
CVX
$373B
$147K 0.04%
711
+524
+280% +$95.6K
VGT icon
154
Vanguard Information Technology ETF
VGT
$139B
$145K 0.04%
1,664
– –
LPG icon
155
Dorian LPG
LPG
$1.76B
$140K 0.04%
4,105
– –
AUGM
156
FT Vest U.S. Equity Max Buffer ETF - August
AUGM
$31.6M
$135K 0.04%
3,989
-1,464
-27% -$49.9K
EC icon
157
Ecopetrol
EC
$33.1B
$135K 0.04%
8,988
– –
GOCT icon
158
FT Vest US Equity Moderate Buffer ETF October
GOCT
$293M
$130K 0.04%
3,375
-1
-0% -$39
COP icon
159
ConocoPhillips
COP
$140B
$130K 0.04%
986
+859
+676% +$95.1K
OSS icon
160
One Stop Systems
OSS
$313M
$129K 0.04%
+17,000
New +$159K
RIO icon
161
Rio Tinto
RIO
$147B
$123K 0.03%
+1,321
New +$120K
TMO icon
162
Thermo Fisher Scientific
TMO
$198B
$122K 0.03%
249
+135
+118% +$73.3K
UBS icon
163
UBS Group
UBS
$173B
$119K 0.03%
+3,034
New +$130K
EUFN icon
164
iShares MSCI Europe Financials ETF
EUFN
$3.8B
$114K 0.03%
+3,272
New +$120K
NFLX icon
165
Netflix
NFLX
$290B
$113K 0.03%
1,180
+810
+219% +$71.4K
DVN icon
166
Devon Energy
DVN
$50.6B
$112K 0.03%
2,234
-236
-10% -$10.1K
C icon
167
Citigroup
C
$217B
$112K 0.03%
987
+786
+391% +$89.5K
AGNC icon
168
AGNC Investment
AGNC
$12.9B
$112K 0.03%
11,142
– –
GMAY icon
169
FT Vest US Equity Moderate Buffer ETF May
GMAY
$525M
$112K 0.03%
2,718
– –
ARI
170
Apollo Commercial Real Estate
ARI
$914M
$109K 0.03%
10,362
-100
-1% -$1.04K
SCHW
171
Charles Schwab
SCHW
$177B
$107K 0.03%
+1,136
New +$111K
SONY icon
172
Sony
SONY
$124B
$104K 0.03%
+5,039
New +$113K
DMLP icon
173
Dorchester Minerals
DMLP
$1.31B
$104K 0.03%
3,840
– –
MPLX icon
174
MPLX
MPLX
$57.9B
$103K 0.03%
1,801
– –
GSK icon
175
GSK
GSK
$104B
$102K 0.03%
1,852
+1,668
+907% +$90.4K
5 6
7
8 9

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IPA
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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.