Anfield U.S. Equity Sector Rotation Fund (AESR)
BATS BATS Primary Summary
AESR Chart
AESR: Rotation Strategy With Competitive Returns And A Few Disadvantages, A Hold
Anfield U.S. Equity Sector Rotation ETF has a strategy informed by "economic and business cycle forecasting," over- or underweighting S&P 500 sectors depending on their potential. AESR has slightly underperformed IVV since its inception in 2019, though it beat it in 2020, 2022, 2024, 2025, and January–February 2026. At this point, AESR is heavy in XLC, SOXX, and SPY, with 53.7% allocated to the trio. Overall, ETFs account for 84.82% of its net assets.
Anfield U.S. Equity Sector Rotation Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 518 | $9,816.1 | $10,336.69 | $520.59 | 5.3% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 233,715 | $4.43M | $4.71M | $284,547.66 | 6.42% |
 D. Patrick Franklin First International Bank & Trust | 715,906 | $8.35M | $14.38M | $6.03M | 72.17% |
 CJ Harrison DecisionPoint Financial LLC | 5,841 | $71,383 | $116,673.97 | $45,290.97 | 63.45% |
| FTM F. Thomas Mosley Mosley Wealth Management | 36,705 | $506,913.39 | $725,841.37 | $218,927.98 | 43.19% |
Anfield U.S. Equity Sector Rotation Fund (AESR) FAQ
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Anfield U.S. Equity Sector Rotation Fund Profile
| BATS Exchange | US Country |
Overview
The described fund operates as an actively managed exchange-traded fund (ETF) that focuses primarily on investing in the U.S. equity market. It adopts a diversified investment strategy, with the fund committing at least 80% of its net assets in a mix of ETFs and direct U.S. equity securities. These ETFs, in turn, are required to invest a minimum of 80% of their assets in U.S. equity securities, ensuring a strong focus on the American stock market. This investment approach allows the fund to leverage the potential of U.S. equities while aiming to manage risk through diversification across multiple ETFs and direct equities.
Products and Services
The fund provides a specific financial product that is structured to cater to investors looking to gain exposure to the U.S. equity market. This product includes:
- Diversified Portfolio of ETFs: The majority of the fund’s investments are allocated to a carefully selected range of ETFs. Each of these ETFs is mandated to invest at least 80% of its assets in U.S. equity securities. This layered investment strategy enhances diversification, potentially reducing risk and maximizing the chances of capital growth by tapping into different segments of the U.S. stock market.
- Direct Investments in U.S. Equity Securities: In addition to ETF investments, the fund directly invests in individual U.S. equity securities. This approach allows for more controlled exposure to specific stocks that the fund's management team identifies as having growth potential or being strategically important to achieving the fund’s overall investment objectives. It's a way to fine-tune the fund's portfolio by directly engaging with the U.S. equity market beyond the scope of ETFs.
