AESRAnfield U.S. Equity Sector Rotation ETF
Seeks to outperform traditional large-cap equity indices and styles over full market cycles.
By Anfield · Launched 2019
Annual Cost
0.97%
#5,031 of 5,861 · expensive
Fund Size
$506M
#1,577 of 5,861 · large
Return (1Y)Goal
+23.7%
Track Record
6 years
#1,980 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,400+24.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 83.9% of fund✓ diversified through underlying funds
SELECT SECTOR SPDR TRUST (THE)
20.6%
ISHARES TRUST
19.0%
SPDR S&P 500 ETF TRUST
15.0%
ARK ETF TRUST
11.2%
VANGUARD WORLD FUND
7.2%
SELECT SECTOR SPDR TRUST (THE)
4.0%
SPDR SERIES TRUST
2.1%
INVESCO EXCHANGE-TRADED FUND TRUST II
2.0%
VANGUARD WORLD FUND
1.6%
ISHARES TRUST
1.1%
Asset allocation
Stocks
98.4%
Other
0.9%
Cash
0.7%
By sector
Technology
41.6%
Communication
23.1%
Consumer Cyclical
12.2%
Industrials
9.1%
Financial Services
6.5%
Consumer Defensive
2.4%
Healthcare
2.0%
Energy
1.3%
Other
1.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
19.4%Moderate
Year-on-year price swings
Max drawdown
-27.0%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
1.00Decent risk-adjusted returns
Sortino (3Y)
1.45Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks to outperform traditional large-cap equity indices and styles over full market cycles.
- Strategy
- Actively manages a diversified portfolio of U.S. equity securities and ETFs, primarily investing in large-cap issuers across various sectors. Employs a tactical investment style based on macroeconomic analysis to capitalize on market opportunities and avoid declines.
- Inception date
- December 16, 2019
- Fund family
- Anfield
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Data updated on 2026-08-04