Upgrade to FINVIZ Elite to get real-time quotes, intraday charts, and advanced charting tools. Subscribe to Elite

Last Close
Jan 09  •  04:00PM ET
40.65
Dollar change
+0.35
Percentage change
0.87
%
CategoryUS Equities - Quant Strat Asset TypeEquities (Stocks) TagsU.S. Return% 1Y19.78% Total Holdings6 Perf Week1.87%
SponsorLittle Harbor Advisors ETF Type Tagsequity Return% 3Y18.55% AUM181.61M Perf Month1.60%
Fund Family Bond Type Tagsvolatility-index Return% 5Y9.68% NAV/sh Perf Quarter1.40%
Index- Average Maturity Tagsvix Return% 10Y 52W High41.28 -1.53% Perf Half Y8.26%
Index Weighting Commodity Type TagsSP500 Return% SI 52W Low30.10 35.05% Perf YTD1.83%
Active/Passive Quant Type Tags- Flows% 1M0.00% Volatility0.74% 0.84% Perf Year19.78%
Dividend TTM0.16 (0.40%) ESG Type Tags- Flows% 3M-3.23% ATR (14)0.44 Perf 3Y64.78%
Dividend Ex-DateDec 30, 2025 Dividend Type Sector/Theme Flows% YTD0.00% RSI (14)58.93 Perf 5Y56.97%
Dividend Gr. 3/5Y- -18.74% Structure Type Region Flows% 1Y Beta0.91 Perf 10Y-
Expense1.40% Growth/Value SMA201.23% Flows% 3Y Rel Volume0.06 Prev Close40.30
Inverse/Leveraged Market Cap SMA501.33% Flows% 5Y Avg Volume14.99K Price40.65
IPOSep 30, 2020 Option/ShortNo / Yes SMA2007.63% Trades Volume845 Change0.87%
LHA Market State Tactical Beta ETF seeks long-term out-performance relative to the large-capitalization U.S. equity market. The fund is an actively-managed ETF and seeks to achieve its objective principally by investing in instruments linked directly or indirectly to the performance and/or volatility of the S&P 500 Index based on statistical analyses that seek to estimate the direction of the S&P 500. Under normal market conditions, the fund's baseline exposure each day to the S&P 500 is approximately 100%, which the fund's portfolio managers then adjust based on a statistical method of analysis evaluating the movement of the VIX Index. The fund is non-diversified.