AESR vs. SECT ETF Comparison

Comparison of Anfield U.S. Equity Sector Rotation ETF (AESR) to Main Sector Rotation ETF (SECT)
AESR

Anfield U.S. Equity Sector Rotation ETF

AESR Description

The investment seeks to outperform traditional large-cap equity indices and styles over full market cycles by investing in various sectors of the equity market. The fund is an actively managed exchange traded fund that normally invests at least 80% of its net assets, including any borrowings for investment purposes, in a diversified portfolio of ETFs that each invest at least 80% of their assets in U.S. equity securities. It may also invest in various types of derivatives, including exchange listed and over the counter futures, options, total return swaps, forwards and repurchase agreements.

Grade (RS Rating)

Last Trade

$15.31

Average Daily Volume

42,500

Number of Holdings *

16

* may have additional holdings in another (foreign) market
SECT

Main Sector Rotation ETF

SECT Description The investment seeks to outperform the S&P 500 in rising markets while limiting losses during periods of decline. The fund utilizes a fund of funds structure to invest in sector based equity ETFs. It seeks to achieve its objective through dynamic sector rotation. The Adviser focuses its research primarily on sector selection by carefully reviewing the sector, industry, and sub-industries in the fund's portfolio. The Adviser chooses sectors it believes are undervalued and poised to respond favorably to financial market catalysts. The fund sell a security when it achieves its target price and is, in the opinion of the Adviser, no longer undervalued.

Grade (RS Rating)

Last Trade

$49.88

Average Daily Volume

83,739

Number of Holdings *

7

* may have additional holdings in another (foreign) market
Performance
Period AESR SECT
30 Days -1.04% -0.22%
60 Days -1.17% 0.04%
90 Days 5.17% 4.98%
12 Months 26.66% 24.17%
3 Overlapping Holdings
Symbol Grade Weight in AESR Weight in SECT Overlap
QQQ C 9.71% 14.1% 9.71%
SMH C 9.7% 8.95% 8.95%
XLC C 12.11% 13.78% 12.11%
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