Anfield U.S. Equity Sector Rotation Fund (AESR)
Market Closed
17 Jul, 20:00
BATS BATS Primary $
19. 64
-0.16
-0.798%
$
170.17M Market Cap
0.11% Div Yield
24,200 Volume
$ 19.8
Previous Close 
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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.
Seekingalpha | 4 months ago
