LOTI ETF

LOTI ETF
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Financials is LOTI's largest sector at 22.8% of the fund as of Sep 2, 2026. LOTI is Liberty One Tactical Income ETF.

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Sector Concentration AnalysisPRO

Top 3 Sectors
PRO
of total portfolio
Concentration Level
PRO
concentration risk
Largest Sector
PRO
PRO

Sector AllocationPRO

Sector BreakdownPRO

SectorHoldingsWeight
Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

LOTI ETF Sector Allocation

LOTI sector allocation breaks down across Financials (22.8%), Health Care (14.0%), Information Technology (8.1%), Utilities (7.9%), Industrials (7.6%). Across 35 holdings, this breakdown reveals the ETF's investment focus and diversification.

LOTI sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

LOTI by country shows geographic exposure. LOTI overlap reveals how sector exposure compares with other funds.

LOTI ETF Sector Allocation

Sector Concentration Analysis

Top 3 Sectors

45.0%

of total portfolio

Concentration Level

Low

concentration risk

Largest Sector

22.8%

Financials

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Sector Breakdown

  • 1Financials
    22.83%
  • 2Health Care
    14.04%
  • 3Information Technology
    8.11%
  • 4Utilities
    7.90%
  • 5Industrials
    7.62%
  • 6Consumer Staples
    6.14%
  • 7Communication Services
    3.80%
  • 8Real Estate
    1.98%
  • 9Consumer Discretionary
    1.70%

Industry Breakdown (Top 15)

Asset Management & Custody Banks
19.7%
3 holdings
Pharmaceuticals
8.6%
3 holdings
Electric Utilities
7.9%
4 holdings
Environmental & Facilities Services
3.8%
2 holdings
Property & Casualty Insurance
3.1%
2 holdings
Health Care Distributors
3.1%
1 holding
Soft Drinks
2.6%
1 holding
Managed Health Care
2.3%
1 holding
Semiconductors
2.2%
1 holding
Trading Companies & Distributors
2.0%
1 holding
Data Processing & Outsourced Services
2.0%
1 holding
Internet Content & Information
2.0%
1 holding
Communications Equipment
2.0%
1 holding
Diversified REITs
2.0%
1 holding
Application Software
1.9%
1 holding