TOT is designed to mirror the comprehensive performance of the U.S. stock market by investing in exchange-traded funds (ETFs) that focus on the broader U.S. equity landscape. To optimize its market exposure and facilitate efficient, economical participation, the fund may also utilize derivative instruments such as options and futures, which can be applied to these underlying ETFs and wider U.S. equity indices. A core component of TOT's investment strategy is its commitment to tax efficiency, achieved by actively working to minimize taxable distributions to investors. Consequently, the fund's portfolio may experience considerable turnover due to its active trading approach.

LionShares U.S. Equity Total Return ETF

TOT aims to deliver returns that mirror the overall performance of US stocks via ETFs that track the broad US equity market. Investments may include options and futures on these ETFs and futures on US equity indices to optimize exposure and for an efficient and cost-effective participation. The funds strategy aims to be a tax-efficient option by minimizing taxable distributions. TOT may engage in frequent and active trading.

TOT Holdings & Sector Breakdown

TOT Holdings & Sector Breakdown