Anfield US Equity Sector Rotation ETF (AESR)

• Market cap: $131M
• 1 day: -0.41%
• 5 days: -2.71%
• 1 month: -3.91%
• 3 months: 1.89%
• 6 months: 4.56%
• Year to date: 26.36%
• 1 year: 26.36%
• 5 years: 69.72%
• 10 years: 71.59%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

8% more funds holding

Funds holding: 13 [Q2] → 14 (+1) [Q3]

7% more capital invested

Capital invested by funds: $116M [Q2] → $124M (+$7.95M) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q2] → 3 (+0) [Q3]

0.51% less ownership

Funds ownership: 96.65% [Q2] → 96.14% (-0.51%) [Q3]

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6