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.
Anfield US Equity Sector Rotation ETF AESR
Morningstar’s Analysis AESR
Will AESR outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |