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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.

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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 most expensive quintile among peers.

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Portfolio Holdings AESR

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 86.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® S&P 500 ETF Trust

17.24 19.6 Mil

Communication Services Sel Sect SPDR®ETF

11.96 13.6 Mil

Financial Select Sector SPDR® ETF

11.78 13.4 Mil

VanEck Semiconductor ETF

10.00 11.3 Mil

Technology Select Sector SPDR® ETF

9.77 11.1 Mil

Invesco QQQ Trust

9.73 11.0 Mil

Health Care Select Sector SPDR® ETF

5.66 6.4 Mil

Consumer Discret Sel Sect SPDR® ETF

4.87 5.5 Mil

Industrial Select Sector SPDR® ETF

3.36 3.8 Mil

Consumer Staples Select Sector SPDR® ETF

2.59 2.9 Mil