Key stats
About Anfield U.S. Equity Sector Rotation ETF
Expense ratio
1.11%
Home page
Inception date
Dec 16, 2019
AESR is an actively managed fund-of-funds of large-cap US equities that aims to outperform traditional large-cap equity indices by using sector rotation. The core of the funds portfolio will be comprised of 11 main industry sectors that make up the S&P 500 Index. AESR expects to hold between eight to ten ETFs with over- and under-weights of industry sectors determined by market conditions. The Advisor uses a tactical investment style employing a proprietary analysis of fundamental, business cycle, and technical factors to determine the portfolio of ETFs, making periodic shifts to capitalize on market opportunities or avoid market declines. AESR is generally rebalanced and adjusted on a quarterly basis. The Fund may also invest in derivatives, including exchange listed and OTC futures.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
ETF
Stocks15.77%
Technology Services5.25%
Health Technology3.07%
Electronic Technology2.45%
Industrial Services1.39%
Utilities1.25%
Retail Trade1.18%
Finance1.16%
Bonds, Cash & Other84.23%
ETF84.35%
Cash−0.12%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history