LSAT

LeaderShares AlphaFactor Tactical Focused ETF

$39.85

+0.00%

Market closed. Last update: 10:51 PM ET

📎 Investment Objective

The LeaderShares AlphaFactor Tactical Focused ETF (LSAT) seeks to provide long-term capital appreciation by investing in a concentrated portfolio of U.S. equities that exhibit strong fundamental characteristics.

Overview

ETF tracking LeaderShares AlphaFactor Tactical Focused ETF

Category Sector Rotation

Issuer Other

Inception Date 2020-10-27

Market Cap $92.7M

Average Volume N/A

Dividend Yield 1.32%

52-Week Range $35.20 - $43.62

VWAP $39.92

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The fund uses a proprietary quantitative model to identify and invest in U.S. stocks that demonstrate favorable factors such as earnings quality, valuation, and price momentum. The portfolio is actively managed and holdings are adjusted based on the model's signals to capitalize on changing market conditions.

✨ Key Features

Actively managed, concentrated portfolio of U.S. equities
Utilizes a quantitative factor-based approach to security selection
Aims to provide long-term capital appreciation through tactical sector rotation
Relatively low expense ratio compared to actively managed funds

⚠️ Primary Risks

Concentration risk as the fund holds a limited number of securities
Potential for higher volatility compared to broader market indices
Reliance on the effectiveness of the quantitative investment model
Lack of long-term performance history to evaluate the strategy

👤 Best For

This ETF may be suitable for investors seeking active, tactical exposure to U.S. equities with the potential for higher returns than the broader market. However, the concentrated nature of the portfolio and reliance on a quantitative model make it a higher-risk investment, so it is best suited for investors with a higher risk tolerance and longer investment horizon.