LSATLeaderShares AlphaFactor Tactical Focused ETF
Seeks to generate long-term capital growth.
By Redwood Investment Management, LLC · Launched 2020
Annual Cost
0.99%
#5,284 of 6,040 · expensive
Fund Size
$66M
#3,466 of 6,040 · mid-size
Return (1Y)
+13.5%
Track Record
5 years
#2,190 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,216+12.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 39.0% of funddiversified
Morningstar IncMORN
4.4%
SM Energy CoSM
4.4%
Halozyme Therapeutics IncHALO
4.3%
H&R Block IncHRB
4.2%
CF Industries Holdings IncCF
3.7%
Science Applications International CorpSAIC
3.6%
GoDaddy Inc Class AGDDY
3.6%
Equitable Holdings IncEQH
3.6%
Harley-Davidson IncHOG
3.5%
Fortinet IncFTNT
3.5%
Asset allocation
Stocks
98.8%
Cash
1.0%
Bonds
0.2%
By sector
Financial Services
24.3%
Consumer Cyclical
22.9%
Technology
14.0%
Industrials
11.4%
Healthcare
6.9%
Communication
6.2%
Energy
4.5%
Basic Materials
3.8%
Other
6.2%
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)
0.56Decent risk-adjusted returns
Sortino (3Y)
0.81Moderate 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 2026-09-18