AESR vs. HLGE ETF Comparison

Comparison of Anfield U.S. Equity Sector Rotation ETF (AESR) to Hartford Longevity Economy ETF (HLGE)
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

$17.69

Average Daily Volume

20,793

Number of Holdings *

16

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

Hartford Longevity Economy ETF

HLGE Description The Fund seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an Index, which is designed to generate attractive risk-adjusted returns by investing in companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents.

Grade (RS Rating)

Last Trade

$33.10

Average Daily Volume

580

Number of Holdings *

339

* may have additional holdings in another (foreign) market
Performance
Period AESR HLGE
30 Days 3.61% 4.94%
60 Days 4.84% 4.64%
90 Days 7.26% 6.61%
12 Months 36.23% 31.24%
9 Overlapping Holdings
Symbol Grade Weight in AESR Weight in HLGE Overlap
COST A 1.14% 0.51% 0.51%
FICO A 1.65% 0.81% 0.81%
ISRG B 1.33% 0.35% 0.35%
LLY D 0.87% 0.52% 0.52%
META D 1.14% 1.06% 1.06%
NFLX B 1.41% 0.6% 0.6%
NRG B 1.3% 0.04% 0.04%
NVDA C 1.18% 1.17% 1.17%
VRTX D 1.0% 0.68% 0.68%
AESR Overweight 7 Positions Relative to HLGE
Symbol Grade Weight
XLC A 14.9%
QQQ A 10.93%
SMH D 9.45%
PWR A 1.4%
AJG A 1.21%
ANET C 1.14%
GOOG C 1.0%
AESR Underweight 330 Positions Relative to HLGE
Symbol Grade Weight
CARG B -1.18%
AMZN B -1.05%
GOOGL C -1.03%
ORCL B -1.03%
EBAY C -1.01%
DELL C -0.94%
CARS B -0.94%
TXN D -0.92%
HPE B -0.89%
CVLT A -0.89%
QCOM F -0.89%
NOW A -0.88%
YELP C -0.86%
NXPI D -0.83%
MSFT C -0.83%
AAPL A -0.82%
HPQ B -0.82%
WMT A -0.82%
PSTG D -0.79%
STX D -0.79%
NTAP B -0.79%
JWN A -0.76%
DDS B -0.75%
WDC C -0.74%
GM C -0.74%
BKNG A -0.74%
JNJ D -0.73%
LOW C -0.73%
FTNT B -0.72%
TMUS A -0.7%
MCK B -0.68%
HD B -0.67%
CL D -0.67%
DLB B -0.66%
PRGS A -0.66%
TJX A -0.63%
MCHP D -0.6%
ADI D -0.6%
MTCH D -0.6%
UNH B -0.57%
CRUS D -0.57%
TRIP F -0.57%
AXNX C -0.57%
PI D -0.56%
CMCSA C -0.54%
LMT D -0.54%
GILD B -0.54%
KR A -0.54%
ELV F -0.53%
OLED F -0.53%
AVGO D -0.53%
GS A -0.53%
M D -0.53%
MTD D -0.53%
BK A -0.52%
BSX B -0.52%
PANW B -0.52%
T A -0.5%
CORT B -0.49%
PINS D -0.49%
MPWR F -0.48%
EA B -0.47%
MRK D -0.46%
MS C -0.44%
BRK.A B -0.44%
C B -0.44%
REGN F -0.43%
AMED F -0.43%
MTB B -0.43%
SNAP C -0.42%
KO D -0.41%
ZTS F -0.41%
ACI C -0.41%
PNC A -0.41%
OLLI C -0.41%
GEN A -0.41%
MCO A -0.4%
SYK B -0.4%
VRNS D -0.39%
HCA F -0.39%
WFC A -0.39%
QLYS C -0.38%
BAC A -0.38%
MU D -0.38%
FITB B -0.37%
TGT F -0.37%
JPM B -0.36%
IAC D -0.36%
CALM B -0.36%
SWKS D -0.36%
CRWD B -0.35%
A D -0.35%
BMY B -0.35%
CI D -0.35%
GD F -0.35%
IRM C -0.35%
ON D -0.34%
CW B -0.34%
VZ B -0.34%
UBER D -0.34%
MTSI B -0.34%
XRX F -0.33%
PEP F -0.33%
INTU C -0.33%
TMO F -0.33%
ABT B -0.33%
ABBV D -0.33%
SO C -0.32%
PG A -0.32%
DIOD D -0.32%
RTX D -0.32%
DUK C -0.31%
STT A -0.31%
EDR A -0.31%
UTHR B -0.3%
KMB C -0.3%
WELL A -0.3%
AMGN F -0.3%
NVR D -0.3%
RF B -0.29%
HEI B -0.28%
GRMN B -0.28%
MCRI A -0.28%
CDNS B -0.28%
YUM B -0.28%
ETR A -0.28%
MDT D -0.28%
HBAN B -0.28%
ADSK B -0.28%
USB A -0.28%
SYY C -0.27%
AXP A -0.27%
GDDY A -0.27%
PRU A -0.27%
SMTC B -0.26%
PTC A -0.26%
KTB B -0.26%
RCL A -0.25%
EXEL A -0.25%
PEG A -0.25%
OGN D -0.25%
SYF A -0.25%
HUM C -0.25%
TENB C -0.24%
INCY B -0.24%
SNPS B -0.24%
JHG A -0.24%
MSGS A -0.24%
CB C -0.24%
COLL D -0.24%
COR A -0.24%
WMK B -0.23%
ZUO B -0.23%
INTC D -0.23%
HON B -0.23%
PHM D -0.23%
RMD C -0.22%
POWI D -0.22%
NYT D -0.22%
PFE D -0.21%
PPL A -0.21%
ITCI B -0.21%
CINF A -0.21%
TDG D -0.21%
LRN A -0.21%
PRG B -0.21%
HLT A -0.21%
TYL A -0.21%
EHC A -0.21%
BJ B -0.2%
SMCI F -0.2%
LAMR C -0.2%
PGR A -0.2%
HRB D -0.2%
CNC F -0.2%
WAT A -0.2%
ACIW B -0.2%
TSCO D -0.19%
COF B -0.19%
CRDO B -0.19%
BOX A -0.18%
SPG A -0.18%
ZETA D -0.18%
FCNCA B -0.18%
KVUE A -0.18%
APP B -0.18%
BLK C -0.18%
AVB A -0.18%
ROST C -0.17%
HSY F -0.17%
NOC D -0.17%
PSMT C -0.17%
DGX B -0.16%
ANSS B -0.16%
FSLR F -0.16%
LOPE B -0.16%
ADUS D -0.16%
APPN C -0.16%
CRVL B -0.16%
UPBD B -0.16%
AMD F -0.16%
QRVO F -0.16%
CHE D -0.16%
IMKTA C -0.16%
VICI C -0.15%
KSS F -0.15%
SFM A -0.15%
DHR D -0.15%
AMP A -0.15%
AFL A -0.15%
MMSI B -0.15%
TDC D -0.15%
ORI A -0.14%
FOXA C -0.14%
NHI D -0.14%
ADBE C -0.14%
PDCO D -0.14%
FLO C -0.14%
WGO C -0.14%
ALKT B -0.14%
SPGI B -0.14%
FE D -0.14%
EQR A -0.13%
SF B -0.13%
SHOO D -0.13%
AGYS B -0.13%
CHD B -0.13%
RJF A -0.13%
AEP C -0.13%
TROW A -0.13%
TFC B -0.13%
BDX F -0.13%
WSM B -0.12%
BKE A -0.12%
SHO C -0.12%
JXN B -0.12%
EQH B -0.12%
ICE D -0.11%
LZB B -0.11%
AVT C -0.11%
MOG.A B -0.11%
JEF A -0.11%
LHX C -0.11%
ZBH C -0.11%
HOLX D -0.11%
ED C -0.1%
VEEV B -0.1%
PJT B -0.1%
EIX A -0.1%
HIMS B -0.1%
DHI D -0.1%
BBY D -0.1%
KLG C -0.09%
ETSY C -0.09%
COKE C -0.09%
UNM A -0.09%
O D -0.08%
CHTR B -0.08%
SRE B -0.08%
THO B -0.08%
DTE C -0.08%
GIS D -0.08%
VTRS B -0.08%
MET A -0.08%
F C -0.08%
DFIN F -0.08%
GOLF B -0.08%
VTR C -0.08%
ROP B -0.08%
IDXX F -0.08%
PINC B -0.07%
VRSN C -0.07%
FTDR B -0.07%
DOCU B -0.07%
BPOP B -0.07%
DOCS C -0.07%
ACGL D -0.06%
AXS A -0.06%
PRDO B -0.06%
CPRX B -0.06%
AIG B -0.06%
NWL B -0.06%
VSTO A -0.06%
AEE A -0.06%
ABNB C -0.06%
CAH B -0.06%
EVR B -0.06%
OFG B -0.06%
ZS C -0.05%
FHI A -0.05%
LMAT B -0.05%
LNTH D -0.05%
WBA F -0.05%
EPC D -0.05%
WEC A -0.04%
MDLZ F -0.04%
VCTR A -0.04%
CBRE A -0.04%
DIS B -0.04%
PBH B -0.04%
MRVL B -0.04%
APO A -0.04%
MKL A -0.04%
WOR F -0.04%
CASY B -0.04%
STE F -0.04%
HLI A -0.04%
LTC B -0.03%
PFBC B -0.03%
CTRE D -0.03%
SNEX B -0.03%
CNK B -0.03%
BRBR A -0.03%
MORN A -0.03%
LYV B -0.03%
MCD D -0.03%
MANH C -0.03%
CFG B -0.03%
BCO D -0.03%
COLM B -0.02%
MMM C -0.02%
TNL B -0.02%
CASH B -0.02%
WHR B -0.02%
ALL A -0.02%
ANIP D -0.01%
UE B -0.01%
AMG B -0.01%
CVS D -0.01%
PIPR B -0.01%
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