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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 |
FIBT
1
First International Bank & Trust
Watford City,
North Dakota
| $49M | +$1.64M | +124,672 | +4% |
|
| 2 |
FIA
2
Foundations Investment Advisors
Phoenix,
Arizona
| $17.9M | +$1.45M | +110,173 | +9% |
|
| 3 |
GWM
3
Geneos Wealth Management
Englewood,
Colorado
| $7.3M | +$3.2M | +243,500 | +81% |
|
| 4 |
CWA
4
Capital Wealth Alliance
Scottsdale,
Arizona
| $3.96M | +$194K | +14,727 | +5% |
|
| 5 |
ACM
5
Anfield Capital Management
Irvine,
California
| $3.74M | -$6.04M | -459,482 | -62% |
|
| 6 |
6
Morgan Stanley
New York
| $175K | – | – | – |
|
| 7 |
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $55K | -$856K | -65,107 | -94% |
|
| 8 |
8
Bank of America
Charlotte,
North Carolina
| $35K | +$33.9K | +2,582 | New |
|
| 9 |
SWM
9
Selective Wealth Management
Forest,
Virginia
| $12K | – | – | – |
|
| 10 |
10
UBS Group
Zurich,
Switzerland
| $6K | +$4.46K | +339 | +244% |
|
| 11 |
PWMG
11
Provence Wealth Management Group
Irvine,
California
| – | -$1.41M | -101,066 | Closed |
|
| 12 |
12
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$332K | -22,811 | Closed |
|