Anfield Capital Management, LLC

data from 30/09/2025

Capitalization

$ 339.859 M 12.50 %

Average holding period

5 ans

Performance

$ 88.598 M 50.33 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Anfield Capital Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SPY SPDR S&P 500 ETF TRUST 13.61% 46.242 M $ 69414 2019/12/31 3.309 M $ 7.82 %
2025/09/30 XLC COMM SERV SELECT SECTOR SPDR 8.02% 27.243 M $ 230153 2023/06/30 3.037 M $ 9.07 %
2025/09/30 SOXX ISHARES SEMICONDUCTOR ETF 6.60% 22.434 M $ 82744 2024/09/30 3.598 K $ 13.58 %
2025/09/30 IGV ISHARES EXPANDED TECH-SOFTWA 6.17% 20.965 M $ 182292 2025/03/31 764.600 K $ 5.03 %
2025/09/30 AESR ANFIELD US EQUITY SECTOR ROT 5.01% 17.021 M $ 827053 2019/12/31 1.328 M $ 8.60 %
2025/09/30 GOVT ISHARES US TREASURY BOND ETF 3.32% 11.280 M $ 487890 2020/09/30 71.454 K $ 0.61 %
2025/09/30 LQD ISHARES IBOXX INVESTMENT GRA 2.47% 8.381 M $ 75184 2024/06/30 146.426 K $ 1.70 %
2025/09/30 MBB ISHARES MBS ETF 2.35% 7.982 M $ 83893 2024/03/31 110.341 K $ 1.34 %
2025/09/30 IYG ISHARES U.S. FINANCIAL SERVI 2.25% 7.631 M $ 85127 2025/03/31 500.923 K $ 4.72 %
2025/09/30 ARKW ARK NEXT GENERATION INTERNET 2.18% 7.411 M $ 42444 2025/03/31 2.473 M $ 18.28 %
2025/09/30 SMLF ISHARES US SMALLCAP EQUITY F 2.18% 7.410 M $ 99659 2025/03/31 622.591 K $ 9.42 %
2025/09/30 XMHQ INVESCO S&P MIDCAP QUAL ETF 2.14% 7.267 M $ 69235 2024/09/30 452.645 K $ 6.84 %
2025/09/30 DXJ WISDOMTREE JAPAN HEDGED EQ 1.95% 6.631 M $ 51795 2023/09/30 700.136 K $ 12.04 %
2025/09/30 IEF ISHARES 7-10 YEAR TREASURY B 1.87% 6.355 M $ 65882 2024/09/30 47.818 K $ 0.72 %
2025/09/30 KBWB INVESCO KBW BANK ETF 1.76% 5.997 M $ 76676 2025/03/31 392.072 K $ 9.20 %
2025/09/30 JAAA JANUS HENDERSON AAA CLO ETF 1.65% 5.619 M $ 110659 2025/03/31 3.445 K $ 0.06 %
2025/09/30 XLI INDUSTRIAL SELECT SECT SPDR 1.48% 5.020 M $ 32546 2021/03/31 2.999 K $ 4.55 %
2025/09/30 VCR VANGUARD CONSUMER DISCRE ETF 1.47% 4.993 M $ 12603 2025/03/31 678.088 K $ 9.34 %
2025/09/30 JBBB JANUS HENDERSON B-BBB CLO ET 1.35% 4.579 M $ 95054 2024/06/30 -3.972 K $ -0.08 %
2025/09/30 XLY CONSUMER DISCRETIONARY SELT 1.31% 4.453 M $ 18584 2019/12/31 561.074 K $ 10.27 %
2025/09/30 GJAN FT VEST US EQUITY MODERATE B 1.23% 4.177 M $ 100242 2025/03/31 171.411 K $ 4.25 %
2025/09/30 LMBS FIRST TRUST LOW DURATION OPP 1.12% 3.805 M $ 76422 2024/09/30 43.277 K $ 1.08 %
2025/09/30 FJAN FT VEST U.S. EQUITY BUFFER E 1.06% 3.590 M $ 71583 2023/03/31 193.187 K $ 5.47 %
2025/09/30 NVDA NVIDIA CORP 1.02% 3.461 M $ 18551 2023/09/30 162.991 K $ 18.10 %
2025/09/30 PSMR PACER SWAN SOS MODERATE APR 0.80% 2.707 M $ 92519 2023/06/30 81.541 K $ 2.92 %
2025/09/30 CELH CELSIUS HOLDINGS INC 0.71% 2.429 M $ 42253 2025/09/30 0.000 $ 0.00 %
2025/09/30 WWD WOODWARD INC 0.71% 2.396 M $ 9482 2025/09/30 0.000 $ 0.00 %
2025/09/30 HII HUNTINGTON INGALLS INDUSTRIE 0.70% 2.377 M $ 8255 2025/09/30 0.000 $ 0.00 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC-A 0.70% 2.373 M $ 13007 2024/06/30 5.393 K $ 33.82 %
2025/09/30 AU ANGLOGOLD ASHANTI PLC 0.69% 2.359 M $ 33536 2025/09/30 0.000 $ 0.00 %
2025/09/30 ROIV ROIVANT SCIENCES LTD 0.69% 2.355 M $ 155644 2025/09/30 0.000 $ 0.00 %
2025/09/30 RBC RBC BEARINGS INC 0.69% 2.350 M $ 6022 2025/09/30 0.000 $ 0.00 %
2025/09/30 TIGO MILLICOM INTL CELLULAR S.A. 0.69% 2.343 M $ 48278 2025/09/30 0.000 $ 0.00 %
2025/09/30 FAST FASTENAL CO 0.69% 2.339 M $ 47686 2025/09/30 0.000 $ 0.00 %
2025/09/30 LLYVA LIBERTY MEDIA CORP-LIBERTY-A 0.68% 2.321 M $ 24611 2025/09/30 0.000 $ 0.00 %
2025/09/30 NEU NEWMARKET CORP 0.68% 2.321 M $ 2802 2025/09/30 0.000 $ 0.00 %
2025/09/30 NDAQ NASDAQ INC 0.68% 2.312 M $ 26140 2025/09/30 0.000 $ 0.00 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.68% 2.305 M $ 13684 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMD ADVANCED MICRO DEVICES 0.68% 2.304 M $ 14242 2024/03/31 159.000 $ 14.02 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.68% 2.297 M $ 23525 2025/09/30 0.000 $ 0.00 %
2025/09/30 NFG NATIONAL FUEL GAS CO 0.68% 2.295 M $ 24842 2025/09/30 0.000 $ 0.00 %
2025/09/30 NEM NEWMONT CORP 0.67% 2.293 M $ 27199 2025/09/30 0.000 $ 0.00 %
2025/09/30 QXO QXO INC 0.67% 2.281 M $ 119677 2025/09/30 0.000 $ 0.00 %
2025/09/30 COOP MR COOPER GROUP INC 0.67% 2.274 M $ 10788 2025/09/30 0.000 $ 0.00 %
2025/09/30 VDC VANGUARD CONSUMER STAPLE ETF 0.60% 2.026 M $ 9481 2025/03/31 -145.994 K $ -2.41 %
2025/09/30 JNK SS SPDR BB HIGH YIELD BOND 0.59% 1.991 M $ 20317 2021/03/31 25.493 K $ 0.74 %
2025/09/30 ADFI ANFIELD DYNAMIC FIXED INCOME 0.56% 1.900 M $ 220887 2020/09/30 15.486 K $ 0.82 %
2025/09/30 GMAR FT VEST US EQUITY MODERATE B 0.48% 1.647 M $ 41082 2023/06/30 47.704 K $ 2.95 %
2025/09/30 RPHS REGENTS PARK HEDGED MARKET 0.46% 1.566 M $ 141281 2022/06/30 91.832 K $ 6.23 %
2025/09/30 MSFT MICROSOFT CORP 0.42% 1.423 M $ 2748 2023/12/31 29.598 K $ 4.13 %
2025/09/30 PSMD PACER SWAN SOS MODERATE JANU 0.42% 1.423 M $ 44968 2023/03/31 59.746 K $ 3.98 %
2025/09/30 VOO VANGUARD S&P 500 ETF 0.42% 1.423 M $ 2323 2021/03/31 103.468 K $ 7.81 %
2025/09/30 GNOV FT VEST US EQUITY MODERATE B 0.37% 1.270 M $ 33380 2023/12/31 55.353 K $ 4.30 %
2025/09/30 MARM FTVESTUS MAX BUFF ETF MARCH 0.29% 982.368 K $ 30134 2024/06/30 14.464 K $ 1.49 %
2025/09/30 AMZN AMAZON.COM INC 0.28% 956.227 K $ 4355 2024/03/31 1.663 K $ 0.08 %
2025/09/30 SCHX SCHWAB US LARGE-CAP ETF 0.25% 858.997 K $ 32612 2025/09/30 0.000 $ 0.00 %
2025/09/30 AAPL APPLE INC 0.24% 831.056 K $ 3264 2019/12/31 157.925 K $ 24.11 %
2025/09/30 SPMD SS SPDR P S&P 400 MIDCAP ETF 0.20% 678.239 K $ 11859 2023/03/31 33.323 K $ 5.17 %
2025/09/30 FT VEST EME MAR BUF ETF - MA 0.20% 673.561 K $ 30258 2025/06/30 36.241 K $ 5.85 %
2025/09/30 YMAR FT VT INT EQU M B- MAR-US I 0.18% 600.622 K $ 22875 2025/06/30 17.156 K $ 2.94 %
2025/09/30 GAPR FT VEST US EQUITY MODERATE B 0.16% 543.718 K $ 13854 2025/06/30 13.304 K $ 2.45 %
2025/09/30 PSMO PACER SWAN SOS MOD OCT ETF 0.15% 499.344 K $ 16562 2024/06/30 19.270 K $ 4.29 %
2025/09/30 GAUG FT VEST US EQUITY MODERATE B 0.15% 496.833 K $ 12868 2023/09/30 20.846 K $ 4.38 %
2025/09/30 JUNM FT VEST US EQ MAX BUF JUNE 0.14% 474.393 K $ 14027 2024/09/30 7.585 K $ 1.62 %
2025/09/30 PSMJ PACER SWAN SOS MODERATE JULY 0.13% 439.946 K $ 13940 2023/09/30 17.146 K $ 4.06 %
2025/09/30 PSFM PACER SWAN SOS FLEX APRIL 0.13% 437.783 K $ 14038 2025/06/30 12.264 K $ 3.28 %
2025/09/30 TSLA TESLA INC 0.12% 394.467 K $ 887 2023/06/30 112.321 K $ 40.00 %
2025/09/30 QQQ INVESCO QQQ TRUST SERIES 1 0.11% 361.595 K $ 602 2024/03/31 27.142 K $ 8.83 %
2025/09/30 LDUR PIMCO ENHANCED LOW DURATION 0.10% 355.064 K $ 3693 2022/03/31 1.181 K $ 0.33 %
2025/09/30 GOOGL ALPHABET INC-CL A 0.10% 343.987 K $ 1415 2024/03/31 91.277 K $ 37.94 %
2025/09/30 FT NSDQ100CONSBUFFETF - APR 0.10% 341.016 K $ 14632 2025/06/30 7.928 K $ 2.37 %
2025/09/30 META META PLATFORMS INC-CLASS A 0.10% 340.818 K $ 464 2024/03/31 -9.312 K $ -0.50 %
2025/09/30 FT NDQ100 MOD BUFF ETF - MAY 0.10% 338.158 K $ 13808 2025/06/30 12.389 K $ 4.26 %
2025/09/30 COST COSTCO WHOLESALE CORP 0.08% 285.094 K $ 308 2024/03/31 -94.857 K $ -6.50 %
2025/09/30 ARCC ARES CAPITAL CORP 0.08% 267.105 K $ 13087 2019/12/31 -20.280 K $ -7.06 %
2025/09/30 FSCO FS CREDIT OPPORTUNITIES CORP 0.08% 262.276 K $ 37956 2023/03/31 -13.284 K $ -4.82 %
2025/09/30 FT VEST US EQ MAX BUF SEP 0.08% 262.000 K $ 8336 2024/12/31 5.335 K $ 2.08 %
2025/09/30 FFEB FT VEST US EQUITY BUFFER ETF 0.08% 258.961 K $ 4696 2023/03/31 12.867 K $ 5.23 %
2025/09/30 FEZ SPDR EURO STOXX 50 ETF 0.08% 256.369 K $ 4127 2023/03/31 9.863 K $ 4.00 %
2025/09/30 SMH VANECK SEMICONDUCTOR ETF 0.07% 251.624 K $ 771 2023/09/30 36.607 K $ 17.03 %
2025/09/30 XLK TECHNOLOGY SELECT SECT SPDR 0.07% 246.942 K $ 876 2019/12/31 25.079 K $ 11.31 %
2025/09/30 GJUL FT VEST US EQUITY MODERATE B 0.07% 240.399 K $ 5927 2023/09/30 11.083 K $ 4.83 %
2025/09/30 OKLO OKLO INC 0.07% 224.823 K $ 2014 2024/12/31 84.238 K $ 99.37 %
2025/09/30 OBDC BLUE OWL CAPITAL CORP 0.06% 219.823 K $ 17214 2023/09/30 -27.025 K $ -10.95 %
2025/09/30 GLTR ABRDN PHYSICAL PRECIOUS MET 0.06% 212.438 K $ 1284 2024/03/31 35.053 K $ 19.76 %
2025/09/30 KEN KENON HOLDINGS LTD 0.06% 210.899 K $ 4669 2024/03/31 16.901 K $ 8.71 %
2025/09/30 BXSL BLACKSTONE SECURED LENDING F 0.06% 206.135 K $ 7907 2022/09/30 -37.004 K $ -15.22 %
2025/09/30 HTGC HERCULES CAPITAL INC 0.06% 204.757 K $ 10828 2023/09/30 9.291 K $ 3.45 %
2025/09/30 ET ENERGY TRANSFER LP 0.06% 201.664 K $ 11752 2024/03/31 -11.399 K $ -5.35 %
2025/09/30 IVV ISHARES CORE S&P 500 ETF 0.06% 195.436 K $ 292 2024/03/31 14.132 K $ 7.80 %
2025/09/30 FT VEST US EQ MAX BUF AUG 0.05% 183.454 K $ 5453 2024/09/30 6.968 K $ 2.34 %
2025/09/30 FT VEST US EQ MAX BUF OCT 0.05% 174.416 K $ 5420 2024/12/31 4.065 K $ 2.39 %
2025/09/30 APH AMPHENOL CORP-CL A 0.05% 171.641 K $ 1387 2024/03/31 34.600 K $ 25.32 %
2025/09/30 GDEC FT VEST US EQUITY MODERATE B 0.05% 166.491 K $ 4539 2025/06/30 6.899 K $ 4.32 %
2025/09/30 XLV HEALTH CARE SELECT SECTOR 0.05% 164.715 K $ 1184 2019/12/31 5.181 K $ 3.25 %
2025/09/30 FSK FS KKR CAPITAL CORP 0.05% 160.139 K $ 10726 2021/12/31 -62.425 K $ -28.05 %
2025/09/30 FTSL FIRST TRUST SENIOR LOAN ETF 0.05% 156.819 K $ 3421 2022/03/31 -171.000 $ -0.11 %
2025/09/30 SCHA SCHWAB US SMALL-CAP ETF 0.05% 156.310 K $ 5603 2021/03/31 14.565 K $ 10.28 %
2025/09/30 VGT VANGUARD INFO TECH ETF 0.05% 155.299 K $ 208 2024/03/31 17.336 K $ 12.57 %
2025/09/30 GOCT FT VEST US EQUITY MODERATE B 0.05% 154.179 K $ 4024 2023/12/31 7.042 K $ 4.79 %