Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the 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 85.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
SPDR® S&P 500® ETF Trust | 15.22 | 19.6 Mil | — |
The Comm Svcs Sel Sect SPDR® ETF | 14.25 | 18.3 Mil | — |
Invesco QQQ Trust | 10.87 | 14.0 Mil | — |
The Technology Select Sector SPDR® ETF | 10.65 | 13.7 Mil | — |
The Health Care Select Sector SPDR® ETF | 9.94 | 12.8 Mil | — |
VanEck Semiconductor ETF | 9.90 | 12.7 Mil | — |
The Financial Select Sector SPDR® ETF | 6.88 | 8.8 Mil | — |
The Industrial Select Sector SPDR® ETF | 3.83 | 4.9 Mil | — |
The Consumer Staples Sel SectSPDR® ETF | 2.56 | 3.3 Mil | — |
Fair Isaac Corp | 1.43 | 1.8 Mil | Technology |