Portfolio (Quarterly)
Guide ↗
Anfield Capital Management, LLC
· CIK 0001602020| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | — | CALAMOS BITCOIN 80 STR-JUL | — | 1,955.0 | $39K | 0.01% | — | — | $19.73 | — |
| 282 | BAMV | BROOKSTONE VALUE STOCK ETF | — | 1,181.0 | $38K | 0.01% | — | — | $32.51 | +9.1% |
| 283 | QDTE | ROUNDHILL INNOVATION-100 0DT | — | 1,377.0 | $38K | 0.01% | — | — | $27.42 | +14.9% |
| 284 | BAMD | BROOKSTONE DIV STOCK ETF | — | 1,195.0 | $37K | 0.01% | — | — | $31.14 | +4.2% |
| 285 | SPGI | S&P GLOBAL INC | Financial Services | 86.0 | $37K | 0.01% | — | — | $425.34 | -3.4% |
| 286 | UPST | UPSTART HOLDINGS INC | Financial Services | 1,416.0 | $36K | 0.01% | — | — | $25.65 | +26.4% |
| 287 | ITW | ILLINOIS TOOL WORKS | Industrials | 139.0 | $36K | 0.01% | NEW | — | $260.29 | +1.5% |
| 288 | AIVL | WISDOMTREE US AI ENHANCED VA | — | 309.0 | $36K | 0.01% | NEW | — | $115.71 | +11.5% |
| 289 | PMAR | INNOVATOR U.S. EQUITY POWER | — | 801.0 | $36K | 0.01% | +488.0 | +155.9% | $44.62 | +6.9% |
| 290 | ING | ING GROEP N.V.-SPONSORED ADR | Financial Services | 1,368.0 | $36K | 0.01% | +1K | +1143.6% | $26.05 | +20.4% |
| 291 | QCOM | QUALCOMM INC | Technology | 275.0 | $35K | 0.01% | +183.0 | +198.9% | $128.78 | +75.6% |
| 292 | DJUN | FT VEST US EQUITY DEEP BUFFE | — | 736.0 | $35K | 0.01% | -23.0 | -3.0% | $47.04 | +4.7% |
| 293 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 20.0 | $35K | 0.01% | NEW | — | $1729.00 | -5.4% |
| 294 | T | AT&T INC | Communication Services | 1,182.0 | $34K | 0.01% | -114.0 | -8.8% | $28.99 | -24.1% |
| 295 | TLT | ISHARES 20 YEAR TREASURY BD | — | 395.0 | $34K | 0.01% | — | — | $86.69 | +0.1% |
| 296 | NOW | SERVICENOW INC | Technology | 320.0 | $33K | 0.01% | NEW | — | $104.55 | -9.1% |
| 297 | SPTM | SS SPDR P S&P 1500 COMP ETF | — | 422.0 | $33K | 0.01% | — | — | $79.13 | +14.9% |
| 298 | OKLO | OKLO INC | Utilities | 671.0 | $33K | 0.01% | — | — | $49.59 | +23.4% |
| 299 | IWP | ISHARES RUSSELL MID-CAP GROW | — | 258.0 | $33K | 0.01% | — | — | $128.12 | +10.8% |
| 300 | DB | DEUTSCHE BANK AG-REGISTERED | Financial Services | 1,107.0 | $33K | 0.01% | NEW | — | $29.78 | +18.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
47.0%
Technology
16.3%
Industrials
14.1%
Communication Services
6.5%
Healthcare
5.2%
Basic Materials
4.4%
Consumer Cyclical
2.5%
Energy
1.9%
Consumer Defensive
1.2%
Real Estate
0.5%