LSAT vs. MEDI ETF Comparison

Comparison of LeaderShares AlphaFactor Tactical Focused ETF (LSAT) to Harbor Health Care ETF (MEDI)
LSAT

LeaderShares AlphaFactor Tactical Focused ETF

LSAT Description

The investment seeks to generate long term capital growth. The fund will typically be invested in a diversified portfolio of equity securities, or investments that are economically tied to equity securities (i.e., derivatives) such as equity options, 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. The fund may utilize derivatives, such as equity options and total return swap agreements, to seek to achieve its objective and for hedging purposes.

Grade (RS Rating)

Last Trade

$37.11

Average Daily Volume

11,827

Number of Holdings *

30

* may have additional holdings in another (foreign) market
MEDI

Harbor Health Care ETF

MEDI Description Harbor Health Care ETF is an exchange traded fund launched and managed by Harbor Capital Advisors, Inc. It is co-managed by Westfield Capital Management Company, L.P. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across health care sectors. It invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Harbor Health Care ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$25.73

Average Daily Volume

7,610

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period LSAT MEDI
30 Days -3.10% -2.45%
60 Days 2.80% -3.97%
90 Days 6.12% 2.23%
12 Months 23.01% 19.16%
0 Overlapping Holdings
Symbol Grade Weight in LSAT Weight in MEDI Overlap
LSAT Overweight 30 Positions Relative to MEDI
Symbol Grade Weight
VST A 3.63%
PPC A 3.59%
FOX B 3.5%
SRE B 3.44%
MPC D 3.43%
POST C 3.42%
ARW B 3.42%
EBAY C 3.41%
VLO C 3.38%
JEF B 3.36%
TDC F 3.33%
DD A 3.31%
ADTN F 3.3%
DE B 3.3%
DINO F 3.29%
MAR D 3.29%
HLT D 3.27%
HRB D 3.27%
CNC C 3.26%
TNL D 3.26%
EXPD D 3.21%
DKS B 3.2%
JNJ F 3.19%
SPB C 3.19%
NXST C 3.18%
MTG C 3.17%
LH F 3.14%
NSA D 3.08%
CMCSA F 3.08%
BMY F 2.86%
LSAT Underweight 10 Positions Relative to MEDI
Symbol Grade Weight
ASND D -16.22%
ABBV D -9.87%
UNH C -6.96%
LLY D -6.84%
LEGN F -5.71%
DXCM D -4.14%
PFE D -3.93%
OPCH F -3.7%
LNTH B -2.94%
ICLR D -2.9%
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