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AESRAnfield U.S. Equity Sector Rotation ETF

Grow my money#1960 of 2944 for Grow my money

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.

Anfield · Since 2019 (6 years)

Annual Cost

1.16%

#4992 out of 5,332 ETFs

Fund Size

$142M

#2404 out of 5,332 ETFs

Dividend Yield

23.29%

Track Record

6 years

#2060 out of 5,332 ETFs

Performance

1 Year

+21.1%

3 Years

+19.5%

5 Years

+10.5%

What's inside

Asset class
Strategy
active selection

Asset allocation

Stocks
98.4%
Cash
1.1%
Other
0.5%

Sector breakdown

Technology
32.0%
Communication
24.5%
Healthcare
12.3%
Industrials
9.4%
Financial Services
7.7%
Consumer Cyclical
5.8%
Energy
2.6%
Basic Materials
2.5%
Other
3.2%

Top holdings

State Street® CommServSelSectSPDR®ETFXLC19.6%
iShares Semiconductor ETFSOXX19.4%
State Street® SPDR® S&P 500® ETFSPY14.7%
ARK Next Generation Internet ETFARKW8.7%
iShares US Pharmaceuticals ETFIHE7.8%
State Street® IndstrlSelSectSPDR®ETFXLI3.8%
State Street® CnsmrDiscSelSectSPDR®ETFXLY2.8%
Global X MLP ETFMLPA2.1%
iShares US Medical Devices ETFIHI2.0%
Invesco KBW Bank ETFKBWB2.0%

Risk profile

Volatility (1Y)

22.2%

High

Max drawdown

-31.1%

Worst peak-to-trough loss

Sharpe (3Y)

0.84

Decent risk-adjusted returns

Sortino (3Y)

1.11

Good downside protection

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Data updated on 2026-05-05