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%
#5,177 of 6,040 · expensive
Fund Size
$251M
#2,255 of 6,040 · mid-size
Return (1Y)
+18.3%
Track Record
6 years
#2,003 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,673+16.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 83.9% of funddiversified 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
98.1%
Other
1.4%
Cash
0.5%
By sector
Technology
34.4%
Financial Services
20.7%
Industrials
13.7%
Healthcare
12.8%
Consumer Cyclical
6.8%
Communication
5.2%
Consumer Defensive
3.4%
Energy
1.4%
Other
1.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
19.7%Moderate
Year-on-year price swings
Max drawdown
-27.0%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
1.04Strong risk-adjusted returns
Sortino (3Y)
1.52Good 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
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18