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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
-10.36%
1 Year Est. Return
+24.08%
3 Year Est. Return
+65.24%
5 Year Est. Return
+71.54%
10 Year Est. Return
AUM
$221M
AUM Growth
-$52.5M
Cap. Flow
-$18.4M
Cap. Flow %
-8.32%
Top 10 Hldgs %
57.29%
Holding
108
New
13
Increased
54
Reduced
20
Closed
16
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$27.5M 12.42%
72,783
-4,563
-6% -$1.87M
XLP icon
2
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$18.8M 8.49%
+259,940
New +$19.5M
XLK icon
3
State Street Technology Select Sector SPDR ETF
XLK
$115B
$17.2M 7.77%
270,032
+24,288
+10% +$1.69M
XLV icon
4
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$16.1M 7.3%
125,845
+55,941
+80% +$7.33M
XLE icon
5
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
$12.3M 5.55%
342,852
+135,736
+66% +$5.45M
DALT
6
DELISTED
Anfield Diversified Alternatives ETF
DALT
$10.2M 4.61%
1,143,115
-404,330
-26% -$3.87M
XLI icon
7
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$8.99M 4.07%
102,951
-5,973
-5% -$563K
XLU icon
8
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$6.45M 2.92%
+183,832
New +$6.65M
IWP icon
9
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$4.79M 2.17%
60,512
-14,322
-19% -$1.25M
GOVT icon
10
iShares US Treasury Bond ETF
GOVT
$43.6B
$4.42M 2%
185,154
+14,870
+9% +$358K
JNK icon
11
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.24B
$4.23M 1.91%
46,636
-3,044
-6% -$294K
IFLN
12
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$305M
$4.1M 1.85%
243,291
+5,600
+2% +$98.4K
VNLA icon
13
Janus Henderson Short Duration Income ETF
VNLA
$3.33B
$3.92M 1.77%
80,501
+10,200
+15% +$498K
VOO icon
14
Vanguard S&P 500 ETF
VOO
$968B
$3.47M 1.57%
10,016
+1,111
+12% +$419K
FCG icon
15
First Trust Natural Gas ETF
FCG
$632M
$3.42M 1.55%
155,993
+8,704
+6% +$223K
DBE icon
16
Invesco DB Energy Fund
DBE
$93.4M
$3.04M 1.38%
116,356
+6,562
+6% +$174K
AESR icon
17
Anfield US Equity Sector Rotation ETF
AESR
$242M
$3.01M 1.36%
271,178
-7,049
-3% -$85.3K
XLB icon
18
State Street Materials Select Sector SPDR ETF
XLB
$8.51B
$2.66M 1.2%
72,184
-80,738
-53% -$3.38M
PXE icon
19
Invesco Energy Exploration & Production ETF
PXE
$86.5M
$2.59M 1.17%
100,729
+5,627
+6% +$168K
ARCC icon
20
Ares Capital
ARCC
$13.5B
$2.54M 1.15%
141,791
+11,475
+9% +$226K
AMT icon
21
American Tower
AMT
$77.7B
$2.45M 1.11%
9,586
+510
+6% +$128K
PDI icon
22
PIMCO Dynamic Income Fund
PDI
$7.4B
$2.44M 1.11%
117,107
+7,667
+7% +$170K
LDUR icon
23
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.36B
$2.4M 1.09%
25,027
-729
-3% -$70.6K
FEI
24
DELISTED
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
$2.25M 1.02%
291,932
+17,436
+6% +$142K
DALI icon
25
First Trust DorseyWright DALI 1 ETF
DALI
$98.6M
$2.19M 0.99%
+86,456
New +$2.37M

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Anfield Capital Management's Q2 2022 Portfolio in Review

As of Q2 2022, Anfield Capital Management held 108 positions worth $221M, down 19% from $273M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Anfield Capital Management withdrew a net $18.4M in Q2 2022, closing 16 positions and reducing 20 holdings. Its most notable exit was Anfield Universal Fixed Income ETF, an estimated $3.88M position sold in full.

By sector, the portfolio is most concentrated in Real Estate at 2% of assets, up from 1.6% a quarter earlier, followed by Healthcare and Financials.

Against the trend, Anfield Capital Management opened a new position in State Street Consumer Staples Select Sector SPDR ETF worth $18.8M.

  • Anfield Capital Management's largest Q2 2022 buy was State Street Consumer Staples Select Sector SPDR ETF: 259,940 shares worth $18.8M.
  • Anfield Capital Management added most to State Street Health Care Select Sector SPDR ETF in Q2 2022, an estimated $7.33M increase.
  • Anfield Capital Management's biggest Q2 2022 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $22.4M.
  • Anfield Capital Management fully exited Anfield Universal Fixed Income ETF in Q2 2022, selling an estimated $3.88M.
  • Anfield Capital Management's ten largest holdings make up 57% of its $221M portfolio in Q2 2022.
  • Anfield Capital Management opened 13 new positions and closed 16 in Q2 2022.
  • Anfield Capital Management's portfolio value fell 19% quarter-over-quarter to $221M.

Based on Anfield Capital Management's 13F filing for Q2 2022, filed 9 Aug 2022.