Morningstar

LHA Market State™ Tactical Q ETF MSTQ

Morningstar Medalist Rating
Medalist Rating as of | See Little Harbor Investment Hub

Morningstar’s Analysis MSTQ

Will MSTQ outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MSTQ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MSTQ management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MSTQ’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

LHA Market State™ Tactical Q ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MSTQ

More MSTQ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 103.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco QQQ Trust

64.13 24M
—

E-mini Nasdaq 100 Future Sept 26

39.05 15M
—

First American Treasury Obligs X

11.84 4M
Cash and Equivalents

First American Government Obligs X

11.84 4M
Cash and Equivalents

United States Treasury Bills 0%

7.84 3M
Government

United States Treasury Bills 0%

4.97 2M
Government

OTHER ASSETS AND LIABILITIES

0.97 365,411
—

US DOLLARS

0.23 85,227
Cash and Equivalents

Cash Offset

−40.88 −15M
—

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