Anfield US Equity Sector Rotation ETF (AESR)

• Market cap: $120M
• 1 day: 0.64%
• 5 days: 1.22%
• 1 month: -5.42%
• 3 months: -11.24%
• 6 months: -8.93%
• Year to date: -9.30%
• 1 year: 6.01%
• 5 years: 70.76%
• 10 years: 56.63%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

29% more funds holding

Funds holding: 14 [Q3] → 18 (+4) [Q4]

7% more capital invested

Capital invested by funds: $124M [Q3] → $132M (+$8.08M) [Q4]

3.88% more ownership

Funds ownership: 96.14% [Q3] → 100.02% (+3.88%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6