LOTI
Liberty One Tactical Income ETF
1W: +0.5%
1M: +1.1%
3M: +1.6%
YTD: +4.4%
$26.37
+0.20 (+0.75%)
Weekly Expected Move ±1.0%
$26
$26
$26
$26
$27
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$7M
Holdings33
Top 10 Wt52.0%
Volume11,695
Avg Volume4,819
Beta0.16
Portfolio Fundamentals
P/E28.5
P/B9.2
Div Yield1.87%
ROE35.0%
% Profitable71%
Inception2025-09-30
Sector Allocation
Financial Services
50.3%
Healthcare
13.6%
Utilities
8.6%
Industrials
8.0%
Consumer Defensive
5.9%
Technology
5.5%
+4 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | JPMorgan Income ETF USD Class | JPIE | 7.58% | $3.5M | 76,460 |
| 2 | Eaton Vance Short Duration Income ETF USD Class | EVSD | 6.63% | $3.1M | 60,353 |
| 3 | TCW Flexible Income ETF USD Class | FLXR | 6.56% | $3.0M | 78,053 |
| 4 | PIMCO Multisector Bond Active ETF | PYLD | 6.55% | $3.0M | 115,929 |
| 5 | Vanguard Mortgage-Backed Securities ETF | VMBS | 5.68% | $2.6M | 56,815 |
| 6 | iShares Core U.S. Aggregate Bond ETF | AGG | 5.60% | $2.6M | 26,550 |
| 7 | Vanguard Long-Term Corporate Bond ETF USD Class | VCLT | 4.46% | $2.1M | 28,497 |
| 8 | Eli Lilly & Company | LLY | 3.21% | $1.5M | 1,239 |
| 9 | Cardinal Health, Inc. | CAH | 2.88% | $1.3M | 5,843 |
| 10 | Johnson & Johnson | JNJ | 2.83% | $1.3M | 4,958 |