LSATLeaderShares AlphaFactor Tactical Focused ETF
Seeks to generate long-term capital growth.
By Redwood Investment Management, LLC · Launched 2020
Annual Cost
0.99%
#5,127 of 5,861 · expensive
Fund Size
$68M
#3,340 of 5,861 · mid-size
Return (1Y)Goal
+14.7%
Track Record
5 years
#2,170 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,615+16.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 40.5% of fundmoderately concentrated
Iridium Communications IncIRDM
5.6%
Fortinet IncFTNT
5.5%
Southwest Airlines CoLUV
4.1%
DaVita IncDVA
4.1%
Match Group Inc Ordinary Shares - NewMTCH
3.7%
D.R. Horton IncDHI
3.5%
H&R Block IncHRB
3.5%
Toll Brothers IncTOL
3.5%
Equitable Holdings IncEQH
3.5%
Halozyme Therapeutics IncHALO
3.5%
Asset allocation
Stocks
99.0%
Cash
0.8%
Bonds
0.2%
By sector
Consumer Cyclical
23.3%
Financial Services
20.9%
Technology
15.3%
Industrials
13.4%
Communication
9.4%
Healthcare
7.6%
Real Estate
2.8%
Consumer Defensive
2.7%
Other
4.7%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.1%Moderate
Year-on-year price swings
Max drawdown
-20.5%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.51Decent risk-adjusted returns
Sortino (3Y)
0.74Moderate downside risk
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to generate long-term capital growth.
- Strategy
- Actively manages a diversified portfolio of U.S. equities, focusing on companies with market capitalizations of at least $1 billion. Utilizes a quantitative factor-based investment methodology and may shift to money market instruments during periods of above average risk.
- Inception date
- October 26, 2020
- Fund family
- Redwood Investment Management, LLC
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Data updated on 2026-08-04