Skip to Content

Anfield US Equity Sector Rotation ETF AESR

Medalist Rating as of | See Anfield Investment Hub

Morningstar’s Analysis AESR

Will AESR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Anfield US Equity Sector Rotation ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AESR

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 84.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® S&P 500 ETF Trust

14.57 13.4 Mil

Financial Select Sector SPDR® ETF

12.68 11.7 Mil

VanEck Semiconductor ETF

11.71 10.8 Mil

Health Care Select Sector SPDR® ETF

10.79 9.9 Mil

Technology Select Sector SPDR® ETF

9.81 9.0 Mil

Invesco QQQ Trust

9.66 8.9 Mil

Communication Services Sel Sect SPDR®ETF

6.69 6.2 Mil

Industrial Select Sector SPDR® ETF

3.64 3.4 Mil

Consumer Staples Select Sector SPDR® ETF

2.66 2.5 Mil

NVIDIA Corp

1.92 1.8 Mil
Technology