Large Blend · BATS · USD · Data as of 2026-07-30
AUM
$505.84M
Expense ratio
0.97%
Yield
19.09%
YTD return
+20.58%
Last price
$18.93
Broad Equity · Coverage 75% · medium
Today
53.0
Outlook
43.0
Block A (composite-derived)
31.1
Block C (market behavior)
59.8
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
31.1
Coverage 75% · medium
Liquidity
33.0
Expenses
25.0
Performance
59.0
Volatility
2.8
Dividend
59.1
Concentration
10.0
Smart Money
—
Activist
—
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Anfield U.S. Equity Sector Rotation ETF (AESR) is an exchange-traded fund from Anfield in the Mixed asset class. Launched in 2019. Assets under management: 161,092,000.
Bullish Whales composite rating: 31 out of 100. Evidence coverage 75% across 6 of 8 axes. Strongest axes: dividend, performance, liquidity.
Annualized one-year realized volatility 34%, classified high. Weakest axes: volatility, concentration.
Top-10 weight 1%, diversified, led by XLC. Trailing yield 0%.
etf_composite_score_current · composite_score, concentration_score, confidence, coverage_pct, dividend_score, liquidity_score, performance_score, volatility_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yAnfield U.S. Equity Sector Rotation Fund is a mutual fund aimed at capitalizing on sector-specific investment opportunities within the United States equity markets. The fund employs a sector rotation strategy, which involves shifting investments among various sectors based on the manager's assessment of emerging trends, economic cycles, and sector performance. This approach seeks to optimize returns by allocating assets to sectors expected to outperform in the prevailing market environment. The fund primarily focuses on the U.S. equity market, thereby offering investors exposure to the broad spectrum of industries that drive the American economy. By investing across diverse sectors, such as technology, healthcare, finance, and industrials, the fund seeks to mitigate risk through diversification. Anfield's expertise in active management is central to its operation, as the fund regularly adjusts its holdings to reflect changes in market conditions. The fund's role in the financial market is crucial for investors seeking dynamic management of their portfolios, tailored to capitalize on sector-specific growth opportunities. Its sector rotation strategy distinguishes it from traditional fund offerings, highlighting its commitment to adapting to market fluctuations for potential growth.
30-day change
$334.64M
90-day change
—
Current AUM: $505,839,360. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for AESR are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.