Anfield Capital Management, LLC
CIK 1602020 · Holdings on Mar 31, 2025 · First reported May 13, 2025
Top ten holdings
Q1 2025- SPY14.26%
- XLC11.17%
- 90214Q7335.07%
- IGV4.62%
- GOVT4.37%
- IYG3.64%
- ARKW3.24%
- LQD3.19%
- MBB3.06%
- IEF2.46%
Share classes counted separately55.08%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- XLCWeight increased · +3.93 pp7.24% → 11.17%Shares +107.62K (+52.22%)
- XLYWeight increased · +1.88 pp0.01% → 1.89%Shares +25.86K (+23945.37%)
- DXJWeight decreased · -1.80 pp3.87% → 2.07%Shares -45.77K (-47.39%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $38.61M | 14.26% | 69.02K shares | 14.64% → 14.26%-0.38 pp +195 (+0.28%) | Added | ↗▾ |
| 02 | XLCSS COMM SELECT SECTOR SPDRCOMMUNICATION View history and evidence | $30.26M | 11.17% | 313.73K shares | 7.24% → 11.17%+3.93 pp +107.62K (+52.22%) | Added | ↗▾ |
| 03 | 90214Q733ANFIELD US EQUITY SECTOR ROTANFIELD US EQU View history and evidence | $13.73M | 5.07% | 832.64K shares | 5.10% → 5.07%-0.03 pp +19.89K (+2.45%) | Added | ↗▾ |
| 04 | IGVISHARES EXPANDED TECH-SOFTWAEXPANDED TECH View history and evidence | $12.51M | 4.62% | 140.56K shares | Prior unavailable +140.56K | New | ↗▾ |
| 05 | GOVTISHARES US TREASURY BOND ETFUS TREAS BD ETF View history and evidence | $11.83M | 4.37% | 514.89K shares | 4.03% → 4.37%+0.34 pp +31.75K (+6.57%) | Added | ↗▾ |
| 06 | IYGISHARES U.S. FINANCIAL SERVIU.S. FIN SVC ETF View history and evidence | $9.87M | 3.64% | 125.62K shares | Prior unavailable +125.62K | New | ↗▾ |
| 07 | ARKWARK NEXT GENERATION TECHNOLONEXT GNRTN INTER View history and evidence | $8.79M | 3.24% | 92.81K shares | Prior unavailable +92.81K | New | ↗▾ |
| 08 | LQDISHR IBX USD INVGD CB ETF-UIIBOXX INV CP ETF View history and evidence | $8.63M | 3.19% | 79.43K shares | 2.89% → 3.19%+0.30 pp +4.95K (+6.64%) | Added | ↗▾ |
| 09 | MBBISHARES MBS ETFMBS ETF View history and evidence | $8.28M | 3.06% | 88.31K shares | 2.76% → 3.06%+0.30 pp +5.21K (+6.27%) | Added | ↗▾ |
| 10 | IEFISHARES 7-10 YEAR TREASURY BBARCLAYS 7 10 YR View history and evidence | $6.67M | 2.46% | 69.99K shares | 2.19% → 2.46%+0.27 pp +4.76K (+7.30%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 24
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PWR QUANTA SERVICES INC | Non-derivative | -5,647 | -$1.78M | SEC filing ↗ | SEC filing ↗ |
| NRG NRG ENERGY INC | Non-derivative | -18,453 | -$1.66M | SEC filing ↗ | SEC filing ↗ |
| GMAR FT VEST US EQUITY MODERATE B | Non-derivative | -42,144 | -$1.58M | SEC filing ↗ | SEC filing ↗ |
3 / 24 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1602020 · Period 2025-03-31
Data loaded 2026-09-23 · First reported 2025-05-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 270804904
}Research all 463 reported holdings.
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