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TOT
+0.38 · +1.80%
$21.57 · NYSE

Advisor Managed Portfolios (TOT) ETF Analysis | Large Blend

LionShares LLC · USA
AUM:$7.4M
#– of – in Large Blend 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

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

What is TOT?

The fund is actively managed and seeks to achieve its investment objective by investing generally in ETFs that seek to track the broad U. The fund invests in such ETFs in a manner intended to minimize the fund"s need to make distributions.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
TOT returned 0.0% over the past year.
Concentrated Holdings
Top 10 holdings account for 100.0% of the ETF — significant weight in a small number of names.
ETF Information
AUM$7.4M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings2
Inception DateSept 2025
Domicile–
Distribution–
Index–
ProviderLionShares LLC
Beta–
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.6%
1Y
+20.6%
3Y
+20.6%
5Y
+20.6%
OpenBook InsightIf you had invested £10,000 in TOT 5 years ago, it would have grown to £12,060 — a gain of £2,060.

Annual Returns

Calendar year performance

TOT delivered positive returns in 2 of the last 2 calendar years.
YearTOT
2026 YTD+13.5%
2025+6.2%
2/2 positive yearsAvg return: +9.8%Worst year: +6.2% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
14.5%
Low
Momentum
+2.7%
30-day change
Support Level
23.28
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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