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Anfield U.S. Equity Sector Rotation ETF (AESR)

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ISINUS90214Q7337
TER0.01%
ReplicationSynthetic
DistributionAccumulating
Launch Year2019
AUM$0.14 billion
ProviderAnfield
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

Anfield U.S. Equity Sector Rotation ETF Price Chart

Live Price (Delayed)
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Description

The fund is an actively managed exchange traded fund that normally invests at least 80% of its net assets, including any borrowings for investment purposes, in a diversified portfolio of ETFs that each invest at least 80% of their assets in U.S. equity securities, as well as directly in individual U.S. equity securities.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ iShares Trust - iShares U.S. Consumer Services ETF
3.43%
๐Ÿ“ˆ iShares Trust - iShares U.S. Financial Services ETF
7.20%
๐Ÿ“ˆ SPDR S&P 500 ETF Trust
14.83%
๐Ÿ“ˆ Vanguard World Fund - Vanguard Consumer Discretionary ETF
5.07%
๐Ÿ“ˆ Vanguard World Fund - Vanguard Consumer Staples ETF
4.35%
๐Ÿ“ˆ Vanguard Communication Services Index Fund ETF Shares
2.00%
๐Ÿ“ˆ Communication Services Select Sector SPDRยฎ Fund
22.64%
๐Ÿ“ˆ The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
3.86%
๐Ÿ“ˆ ARK Next Generation Internet ETF
8.56%
๐Ÿ“ˆ Invesco KBW Bank ETF
2.80%

Sector Allocation

โšก Energy
0.48%
๐Ÿ”Œ Utilities
0.36%
๐Ÿ’Š Healthcare
1.47%
๐Ÿ’ป Technology
18.33%
๐Ÿ—๏ธ Industrials
1.34%
๐Ÿ˜๏ธ Real Estate
0.32%
๐Ÿ“Š Basic Materials
0.26%
๐Ÿ“Š Consumer Cyclicals
19.78%
๐Ÿ“Š Consumer Defensive
8.38%
๐Ÿ“Š Financial Services
13.80%
๐Ÿ“ก Communication Services
35.48%

Currency Exposure

๐Ÿ’ฐ Bond
0.00%
๐Ÿ’ฐ Cash
0.11%
๐Ÿ’ฐ Other
0.77%
๐Ÿ’ฐ Stock US
97.83%
๐Ÿ’ฐ Stock non-US
1.29%
๐Ÿ’ฐ NotClassified
0.00%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month17.48%
3 Months0.23%
6 Months2.47%
1 Year10.13%
3 Years68.35%
5 Years108.68%
Since Inception96.92%

๐Ÿ“Š Wealth Projection Calculator

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Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

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Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

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