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LOTI
+0.06 · +0.25%
$25.52 · NASDAQ

Liberty One Tactical Income ETF (LOTI) ETF Analysis | Moderate Allocation

Liberty One Investment Management · USA
AUM:$38.9M
#– of – in Moderate Allocation ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

LOTI returned +0.0% over the past year, broadly in line with flat market conditions.

What is LOTI?

The fund is an actively managed ETF that, under normal market conditions, invests, directly or indirectly, in a non-diversified portfolio of equity securities and fixed income ETF securities. The fund utilizes a balanced strategy in that the fund is generally invested in both equity and fixed income securities.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
LOTI returned 0.0% over the past year.
Moderate Concentration
Top 10 holdings make up 44.3% of the ETF — a moderate level of name concentration.
ETF Information
AUM$38.9M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings31
Inception DateSept 2025
Domicile–
Distribution–
Index–
ProviderLiberty One Investment Management
Beta–
CategoryModerate Allocation
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.0%
1Y
+4.7%
3Y
+4.7%
5Y
+4.7%
OpenBook InsightIf you had invested £10,000 in LOTI 5 years ago, it would have grown to £10,474 — a gain of £474.

Annual Returns

Calendar year performance

LOTI delivered positive returns in 2 of the last 2 calendar years.
YearLOTI
2026 YTD+4.6%
2025+0.4%
2/2 positive yearsAvg return: +2.5%Worst year: +0.4% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
5.6%
Low
Momentum
+0.5%
30-day change
Support Level
26.10
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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