Leadershares Activist Leaders Etf Profile
| ACTV Etf | USD 34.16 0.02 0.06% |
Performance5 of 100
| Odds Of DistressLess than 9
|
LeaderShares Activist is selling for under 34.16 as of the 30th of November 2024; that is 0.06 percent increase since the beginning of the trading day. The etf's lowest day price was 34.16. LeaderShares Activist has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for LeaderShares Activist Leaders are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The fund will be invested in equity securities of companies listed on a U.S. exchange with market capitalizations of at least 1 billion at the time of initial purchase. Leadershares Activist is traded on New York Stock Exchange in the United States. The company has 58.8 M outstanding shares of which 2.46 M shares are presently shorted by private and institutional investors with about 0.0 trading days to cover. More on LeaderShares Activist Leaders
LeaderShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Theme ETFs, Small Value, LeaderShares, Business Services (View all Sectors) |
| Issuer | Redwood Investment Management |
| Inception Date | 2020-10-27 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 72.62 Million |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Ultimus Fund Solutions, LLC |
| Advisor | Redwood Investment Management, LLC |
| Custodian | Brown Brothers Harriman & Co. |
| Distributor | Northern Lights Distributors, LLC |
| Portfolio Manager | Richard M. Duff, Michael T. Cheung |
| Transfer Agent | Ultimus Fund Solutions, LLC |
| Fiscal Year End | 31-Oct |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 52.0 |
| Market Maker | Virtu Financial |
| Total Expense | 0.75 |
| Management Fee | 0.75 |
| Country Name | USA |
| Returns Y T D | 2.26 |
| Name | LeaderShares Activist Leaders ETF |
| Currency Code | USD |
| Open Figi | BBG00Y002P42 |
| In Threey Volatility | 21.74 |
| 1y Volatility | 20.88 |
| 200 Day M A | 33.1216 |
| 50 Day M A | 33.4373 |
| Code | ACTV |
| Updated At | 30th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.21) |
| Type | ETF |
LeaderShares Activist Leaders [ACTV] is traded in USA and was established 2020-10-26. The fund is listed under Small Value category and is part of LeaderShares family. The entity is thematically classified as Strategy ETFs. LeaderShares Activist presently have 74.42 M in assets under management (AUM). , while the total return for the last 3 years was 0.3%.
LeaderShares Activist Leaders currently holds about 59.64 M in cash with 27.55 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.65.
Check LeaderShares Activist Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on LeaderShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding LeaderShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as LeaderShares Activist Leaders Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top LeaderShares Activist Leaders Etf Constituents
| JHG | Janus Henderson Group | Stock | Financials | |
| XRX | Xerox Corp | Stock | Information Technology | |
| TRN | Trinity Industries | Stock | Industrials | |
| TEN | Tsakos Energy Navigation | Stock | Energy | |
| SLM | SLM Corp | Stock | Financials | |
| PZZA | Papa Johns International | Stock | Consumer Discretionary | |
| OXY | Occidental Petroleum | Stock | Energy | |
| MMSI | Merit Medical Systems | Stock | Health Care |
LeaderShares Activist Top Holders
| RWSNX | Redwood Systematic Macro | Mutual Fund | Tactical Allocation | |
| RWSIX | Redwood Systematic Macro | Mutual Fund | Tactical Allocation | |
| SQEW | Two Roads Shared | Etf | Mid-Cap Blend |
LeaderShares Activist Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in LeaderShares Activist. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0525 | |||
| Jensen Alpha | (0.1) | |||
| Total Risk Alpha | (0.13) | |||
| Sortino Ratio | (0.06) |
LeaderShares Activist Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in LeaderShares Activist Leaders. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in estimate. You can also try the Portfolio Manager module to state of the art Portfolio Manager to monitor and improve performance of your invested capital.
The market value of LeaderShares Activist is measured differently than its book value, which is the value of LeaderShares that is recorded on the company's balance sheet. Investors also form their own opinion of LeaderShares Activist's value that differs from its market value or its book value, called intrinsic value, which is LeaderShares Activist's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because LeaderShares Activist's market value can be influenced by many factors that don't directly affect LeaderShares Activist's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between LeaderShares Activist's value and its price as these two are different measures arrived at by different means. Investors typically determine if LeaderShares Activist is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, LeaderShares Activist's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.