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Anfield US Equity Sector Rotation ETF
AESR
AESR
20.12
USD
+0.07
0.35%
At close
Updated
Sep 4, 4:00 PM EDT
Pre-market
After hours
1 day
0.35%
5 days
1.36%
1 month
-0.1%
3 months
-1.52%
6 months
13.48%
Year to date
17.18%
1 year
0.9%
5 years
41%
10 years
100.6%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
FIA
1
Foundations Investment Advisors
Phoenix,
Arizona
| $16.7M | +$410K | +29,333 | +2% |
|
| 2 |
ACM
2
Anfield Capital Management
Irvine,
California
| $10.6M | +$224K | +16,009 | +2% |
|
| 3 |
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $4.13M | +$4.2M | +300,582 | New |
|
| 4 |
CWA
4
Capital Wealth Alliance
Scottsdale,
Arizona
| $4.12M | +$278K | +19,856 | +7% |
|
| 5 |
5
Morgan Stanley
New York
| $409K | +$420K | +30,036 | New |
|
| 6 |
6
Royal Bank of Canada
Toronto,
Ontario, Canada
| $249K | +$256K | +18,310 | New |
|
| 7 |
7
Citadel Advisors
Miami,
Florida
| $159K | +$164K | +11,711 | New |
|
| 8 |
8
UBS Group
Zurich,
Switzerland
| $13K | -$5.59K | -400 | -30% |
|
| 9 |
SWM
9
Selective Wealth Management
Forest,
Virginia
| $11K | +$11.6K | +827 | New |
|
| 10 |
10
Osaic Holdings
Scottsdale,
Arizona
| $9K | +$8.94K | +640 | New |
|