Portfolio (Quarterly)
Guide ↗
Anfield Capital Management, LLC
· CIK 0001602020| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | TEVA | TEVA PHARMACEUTICAL-SP ADR | Healthcare | 73.0 | $2K | 0.00% | NEW | — | $31.21 | +8.3% |
| 462 | IGIB | ISHARES 5-10Y INV GRADE CORP | — | 42.0 | $2K | 0.00% | NEW | — | $53.88 | -1.1% |
| 463 | ETHA | ISHARES ETHEREUM TRUST ETF | Financial Services | 99.0 | $2K | 0.00% | NEW | — | $22.43 | -46.9% |
| 464 | ARM | ARM HOLDINGS PLC-ADR | Technology | 20.0 | $2K | 0.00% | NEW | — | $109.30 | +207.1% |
| 465 | APPF | APPFOLIO INC - A | Technology | 9.0 | $2K | 0.00% | NEW | — | $232.67 | -34.1% |
| 466 | IOT | SAMSARA INC-CL A | Technology | 59.0 | $2K | 0.00% | NEW | — | $35.46 | -13.1% |
| 467 | DOCU | DOCUSIGN INC | Technology | 30.0 | $2K | 0.00% | NEW | — | $68.40 | -35.3% |
| 468 | WPM | WHEATON PRECIOUS METALS CORP | Basic Materials | 17.0 | $2K | 0.00% | NEW | — | $117.53 | -2.5% |
| 469 | PCAR | PACCAR INC | Industrials | 18.0 | $2K | 0.00% | NEW | — | $109.50 | +10.9% |
| 470 | GEV | GE VERNOVA INC | Utilities | 3.0 | $2K | 0.00% | NEW | — | $653.67 | +63.4% |
| 471 | EME | EMCOR GROUP INC | Industrials | 3.0 | $2K | 0.00% | NEW | — | $611.67 | +35.5% |
| 472 | SCHH | SCHWAB US REIT ETF | — | 85.0 | $2K | 0.00% | NEW | — | $20.89 | +15.6% |
| 473 | KVUE | KENVUE INC | Consumer Defensive | 100.0 | $2K | 0.00% | NEW | — | $17.25 | +10.4% |
| 474 | ARKK | ARK INNOVATION ETF | — | 22.0 | $2K | 0.00% | NEW | — | $76.91 | +2.1% |
| 475 | IEMG | ISHARES CORE MSCI EMERGING | — | 25.0 | $2K | 0.00% | NEW | — | $67.24 | +21.3% |
| 476 | PATH | UIPATH INC - CLASS A | Technology | 102.0 | $2K | 0.00% | NEW | — | $16.39 | -36.5% |
| 477 | XT | ISHAR FTURE EXP TECH ETF-USD | — | 23.0 | $2K | 0.00% | NEW | — | $69.74 | +15.7% |
| 478 | KOMP | SS SPDR S&P KENSHO NE COMP | — | 26.0 | $2K | — | NEW | — | $59.73 | +14.6% |
| 479 | AMAT | APPLIED MATERIALS INC | Technology | 6.0 | $2K | — | NEW | — | $257.00 | +149.9% |
| 480 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 16.0 | $2K | — | NEW | — | $95.38 | -53.0% |
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
53.3%
Industrials
13.4%
Technology
11.6%
Communication Services
7.4%
Basic Materials
4.5%
Healthcare
3.5%
Energy
2.7%
Consumer Cyclical
1.8%
Consumer Defensive
0.7%
Utilities
0.6%