AESR

Anfield U.S. Equity Sector Rotation ETF

$20.22

+0.00%

Market closed. Last update: 10:54 PM ET

📎 Investment Objective

The Anfield U.S. Equity Sector Rotation ETF (AESR) seeks to provide long-term capital appreciation by investing in a portfolio of U.S. equity securities across various sectors.

Overview

ETF tracking Anfield U.S. Equity Sector Rotation ETF

Category Sector Rotation

Issuer Other

Inception Date 2019-12-17

Market Cap $151.7M

Average Volume N/A

Dividend Yield 0.15%

52-Week Range $14.74 - $21.20

VWAP $20.29

Performance

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Investment Summary

📎 Investment Objective

The Anfield U.S. Equity Sector Rotation ETF (AESR) seeks to provide long-term capital appreciation by investing in a portfolio of U.S. equity securities across various sectors.

🎯 Investment Strategy

The fund employs a sector rotation strategy, dynamically allocating assets among different U.S. equity sectors based on the portfolio manager's assessment of their relative attractiveness and growth potential.

✨ Key Features

Actively managed sector rotation strategy aiming to capitalize on changing market conditions
Diversified exposure to U.S. equities across multiple sectors
Flexible allocation approach to adapt to evolving market trends
Relatively low expense ratio compared to actively managed sector funds

⚠️ Primary Risks

Market risk: The value of the fund's holdings may decline due to general market conditions
Sector concentration risk: The fund's performance may be more volatile due to its focus on specific sectors
Active management risk: The portfolio manager's investment decisions may not produce the desired results
Liquidity risk: The fund may have difficulty selling certain holdings, especially in volatile markets

👤 Best For

The Anfield U.S. Equity Sector Rotation ETF may be suitable for investors seeking long-term capital appreciation through active sector allocation, and who have a higher risk tolerance and a longer investment horizon.