MSTB

Little Harbor Advisors$41.61+0.05 (+0.12%)
AUM $178.8MER 1.40%NAV $40.65Holdings

Price Chart

Key Statistics

Previous Close

$41.56

Day Range

$41.46$41.61

52-Week Range

$33.83$41.61

Avg Volume

6.3K

Dividend Yield

0.41%

Expense Ratio

1.40%

AUM

$178.8M

Shares Outstanding

4.2M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology33.15%
Financial Services12.43%
Communication Services10.36%
Consumer Cyclical9.98%
Healthcare9.59%
Industrials8.45%
Consumer Defensive5.41%
Energy4.11%
Utilities2.61%
Real Estate1.98%
Basic Materials1.93%

Country Allocation

CountryWeight %
United States91.45%
Other8.55%

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$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

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
+0.12%
1W
+0.80%
1M
+10.88%
3M
+3.02%
6M
+1.25%
YTD
+3.45%
1Y
+23.00%
3Y
+60.32%
5Y
+37.16%

Moving Averages

20-Day MA

$39.86

Above 20-Day MA
50-Day MA

$39.68

Above 50-Day MA
200-Day MA

$39.39

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$41.61

Current Price

$41.61

52-Week Low

$33.83

$33.83$41.61

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(1414 ETFs)S&P 500(474 ETFs)
Fund Info
Expense Ratio1.40%0.67%0.76%
AUM$178.8M$6.79B$9.19B
Dividend Yield0.41%2.97%3.95%
Avg Volume6.3K575.4K994.3K
Holdings20090
Performance
1-Month Return+7.56%+9.17%+4.21%
6-Month Return+3.94%+7.10%+3.76%
YTD Return+4.11%+7.03%+3.08%
1-Year Return+24.87%+40.63%+19.71%

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