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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
-1.43%
1 Year Est. Return
+24.08%
3 Year Est. Return
+65.24%
5 Year Est. Return
+71.54%
10 Year Est. Return
AUM
$210M
AUM Growth
-$19.5M
Cap. Flow
-$14.7M
Cap. Flow %
-7.03%
Top 10 Hldgs %
55.89%
Holding
88
New
22
Increased
11
Reduced
40
Closed
10
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
$31.8M 15.15%
74,346
+8,807
+13% +$3.92M
XLC icon
2
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
$16M 7.63%
243,970
+92,034
+61% +$6.14M
XLY icon
3
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
$11.5M 5.48%
142,918
+49,376
+53% +$4.17M
XLK icon
4
State Street Technology Select Sector SPDR ETF
XLK
$115B
$11.4M 5.45%
139,444
-95,100
-41% -$8.16M
SMH icon
5
VanEck Semiconductor ETF
SMH
$67.6B
$11.3M 5.39%
+77,969
New +$11.8M
AESR icon
6
Anfield US Equity Sector Rotation ETF
AESR
$242M
$10.5M 4.98%
855,291
-131,359
-13% -$1.68M
XLV icon
7
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$8.19M 3.9%
63,606
-80,915
-56% -$10.7M
SPMD icon
8
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$7.11M 3.39%
162,337
-31,081
-16% -$1.43M
GOVT icon
9
iShares US Treasury Bond ETF
GOVT
$43.6B
$4.84M 2.31%
219,732
+15,820
+8% +$356K
XLI icon
10
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$4.63M 2.21%
45,668
-10,521
-19% -$1.13M
FCG icon
11
First Trust Natural Gas ETF
FCG
$632M
$4.24M 2.02%
163,325
-1,692
-1% -$43.2K
VNLA icon
12
Janus Henderson Short Duration Income ETF
VNLA
$3.33B
$3.9M 1.86%
81,284
-873
-1% -$41.8K
FTSL icon
13
First Trust Senior Loan Fund ETF
FTSL
$2.31B
$3.76M 1.79%
82,278
+1,253
+2% +$57.2K
PXE icon
14
Invesco Energy Exploration & Production ETF
PXE
$86.5M
$3.43M 1.63%
105,461
-1,092
-1% -$34.1K
FJAN icon
15
FT Vest US Equity Buffer ETF January
FJAN
$1.41B
$3.34M 1.59%
91,508
-50
-0.1% -$1.86K
ARCC icon
16
Ares Capital
ARCC
$13.5B
$3.17M 1.51%
162,918
+2,381
+1% +$46.2K
SCHA icon
17
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$3.12M 1.49%
150,646
-31,004
-17% -$680K
DBE icon
18
Invesco DB Energy Fund
DBE
$93.4M
$2.85M 1.36%
121,816
-1,260
-1% -$28.2K
FEI
19
DELISTED
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
$2.59M 1.24%
327,603
+2,896
+0.9% +$23.2K
FTLS icon
20
First Trust Long/Short Equity ETF
FTLS
$2.46B
$2.44M 1.16%
45,834
-474
-1% -$25.3K
FEZ icon
21
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.28B
$2.35M 1.12%
55,852
-10,599
-16% -$474K
DALI icon
22
First Trust DorseyWright DALI 1 ETF
DALI
$98.6M
$2.24M 1.07%
90,512
-936
-1% -$24.3K
BIZD icon
23
VanEck BDC Income ETF
BIZD
$1.58B
$2.24M 1.07%
139,477
-1,443
-1% -$22.6K
GSG icon
24
iShares S&P GSCI Commodity-Indexed Trust
GSG
$1.02B
$2.21M 1.05%
97,983
-1,014
-1% -$21.8K
PBP icon
25
Invesco S&P 500 BuyWrite ETF
PBP
$352M
$2.19M 1.04%
102,471
-1,062
-1% -$23.3K

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Anfield Capital Management's Q3 2023 Portfolio in Review

As of Q3 2023, Anfield Capital Management held 88 positions worth $210M, down 8.5% from $229M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Anfield Capital Management withdrew a net $14.7M in Q3 2023, closing 10 positions and reducing 40 holdings. Its most notable exit was State Street Consumer Staples Select Sector SPDR ETF, an estimated $9.64M position sold in full.

By sector, the portfolio is most concentrated in Financials at 2% of assets, up from 1.7% a quarter earlier, followed by Real Estate and Consumer Discretionary.

Against the trend, Anfield Capital Management opened a new position in VanEck Semiconductor ETF worth $11.3M.

  • Anfield Capital Management's largest Q3 2023 buy was VanEck Semiconductor ETF: 77,969 shares worth $11.3M.
  • Anfield Capital Management added most to State Street Communication Services Select Sector SPDR ETF in Q3 2023, an estimated $6.14M increase.
  • Anfield Capital Management's biggest Q3 2023 reduction was State Street Health Care Select Sector SPDR ETF, cutting an estimated $10.7M.
  • Anfield Capital Management fully exited State Street Consumer Staples Select Sector SPDR ETF in Q3 2023, selling an estimated $9.64M.
  • Anfield Capital Management's ten largest holdings make up 56% of its $210M portfolio in Q3 2023.
  • Anfield Capital Management opened 22 new positions and closed 10 in Q3 2023.
  • Anfield Capital Management's portfolio value fell 8.5% quarter-over-quarter to $210M.

Based on Anfield Capital Management's 13F filing for Q3 2023, filed 6 Nov 2023.