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LSAT
-0.57 · -1.41%
$39.62 · NYSE ARCA

Two Roads Shared Trust - LeaderShares AlphaFactor Tactical Focused ETF (LSAT) ETF Analysis | Mid-Cap Value

Redwood Investment Management, LLC · USA
AUM:$59.6M
#– of – in Mid-Cap Value 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

LSAT returned -0.5% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.99% — above average for this category.

What is LSAT?

The fund will typically be invested in a diversified portfolio of equity securities of companies with market capitalizations of at least $1 billion at the time of initial purchase. It may focus its investments in a particular sector, industry or group of industries.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Negative 12-Month Return
LSAT returned -0.5% over the past year, reflecting recent market conditions.
Higher Cost Profile
Expense ratio of 0.99% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 39.8% of the ETF — a moderate level of name concentration.
ETF Information
AUM$59.6M
Expense Ratio0.99%
Dividend Yield1.89%
Holdings30
Inception DateOct 2020
Domicile–
Distribution–
Index–
ProviderRedwood Investment Management, LLC
Beta0.79
CategoryMid-Cap Value
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
+17.6%
1Y
+15.1%
3Y
+41.4%
5Y
+42.5%
OpenBook InsightIf you had invested £10,000 in LSAT 5 years ago, it would have grown to £14,246 — a gain of £4,246.

Annual Returns

Calendar year performance

LSAT delivered positive returns in 3 of the last 5 calendar years.
YearLSAT
2026 YTD+21.2%
2025-1.2%
2024+16.8%
2023+15.0%
2022-12.9%
CAGR 4yr+3.7%
3/5 positive yearsAvg return: +7.8%Worst year: -12.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
13.7%
Low
Momentum
+3.6%
30-day change
Support Level
45.98
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • 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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