MSTB

Little Harbor Advisors$42.64+0.76 (+1.83%)
AUM $178.8MER 1.40%NAV $40.65Holdings

Price Chart

Key Statistics

Previous Close

$41.88

Day Range

$41.82$42.64

52-Week Range

$35.97$43.66

Avg Volume

4.8K

Dividend Yield

0.41%

Expense Ratio

1.40%

AUM

$178.8M

Shares Outstanding

4.5M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology36.12%
Financial Services11.85%
Communication Services10.95%
Consumer Cyclical10.12%
Healthcare8.41%
Industrials8.16%
Consumer Defensive4.87%
Energy3.51%
Utilities2.32%
Real Estate1.91%
Basic Materials1.78%
Cash & Others0.00%

Country Allocation

CountryWeight %
United States92.05%
Other7.95%

Fund Information

Category
Technology
Inception Date
Sep 30, 2020
Exchange
BATS
Description
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 quantitative 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 quantitative method of analysis evaluating the movement of the VIX Index. The fund is non-diversified.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.20T
VOOVanguard S&P 500 ETF$1.60T
IVViShares Core S&P 500 ETF$832.92B
SPYState Street SPDR S&P 500 ETF Trust$789.87B
QQQInvesco QQQ Trust, Series 1$492.97B

The LHA Market State Tactical Beta ETF (MSTB) is an exchange-traded fund issued by Little Harbor Advisors that launched on Sep 30, 2020. It currently manages $178.8M in assets under management. The fund charges an expense ratio of 1.40%. It falls under the Technology category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
+1.83%
1W
-2.39%
1M
-1.21%
3M
+8.20%
6M
+6.49%
YTD
+5.66%
1Y
+16.36%
3Y
+58.17%
5Y
+40.08%

Moving Averages

20-Day MA

$42.97

Below 20-Day MA
50-Day MA

$41.84

Above 50-Day MA
200-Day MA

$40.22

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$43.66

Current Price

$42.64

52-Week Low

$35.97

$35.97$43.66

Current Yield

0.41%

Annual Dividend

$0.8626

Frequency

1x/year

Last Ex-Date

Dec 30, 2025

Dividend History

Ex-DateAmountPay Date
Dec 30, 2025$0.1638Dec 31, 2025
Dec 31, 2024$0.3226Jan 2, 2025
Dec 14, 2023$0.0468Dec 18, 2023
Dec 15, 2022$0.3295Dec 19, 2022
Dec 15, 2021$0.7094Dec 17, 2021
Dec 30, 2020$0.4802Jan 4, 2021

Dividend Payments Over Time

Category Comparison

MetricMSTBTechnology(1481 ETFs)S&P 500(474 ETFs)
Fund Info
Expense Ratio1.40%0.63%0.71%
AUM$178.8M$7.60B$10.03B
Dividend Yield0.41%2.94%3.95%
Avg Volume4.8K735.4K1.1M
Holdings203107
Performance
1-Month Return-0.76%+1.82%+0.09%
6-Month Return+6.22%+13.60%+4.59%
YTD Return+6.46%+15.02%+4.85%
1-Year Return+16.06%+33.05%+12.70%

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