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BEEX - ETF AI Analysis
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Beehive ETF (BEEX)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several of the ETF's largest positions, such as Microsoft, Alphabet, Oracle, and Franco-Nevada, have delivered strong year-to-date performance, supporting the fund's overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Technology, Financials, and Health Care, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The ETF has shown strong year-to-date performance, indicating positive momentum for investors.
Negative Factors
High Geographic Concentration
The ETF is heavily focused on U.S. companies, with over 95% exposure, which limits diversification across global markets.
Underperforming Holdings
Some holdings, such as Aon and Danaher, have lagged in performance, which could drag on the fund's overall returns.
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many other funds, which can eat into investor returns over time.
BEEX vs. SPDR S&P 500 ETF (SPY)
AUM191.45M
RegionNorth America
Expense Ratio0.84%
Beta0.80
IssuerBeeHive
Inception DateDec 14, 2024
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,362
30 Day Avg. Volume3,482
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
31.20Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering35
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BEEX Summary
The Beehive ETF (Ticker: BEEX) is a fund that lets you invest in a wide range of companies across the entire stock market, including large, medium, and small businesses. It focuses on both growth and value styles, making it a good choice for investors who want a diversified portfolio. BEEX includes well-known companies like Microsoft and Alphabet (Google), and it has a strong focus on technology, financials, and communication services. This ETF might appeal to someone looking for broad exposure to the market and potential long-term growth. However, since it covers the whole market, its performance can go up and down with overall market trends.
How much will it cost me?The Beehive ETF (Ticker: BEEX) has an expense ratio of 0.84%, which means you’ll pay $8.40 per year for every $1,000 invested. This is higher than average because it’s actively managed, requiring more research and oversight compared to passively managed funds that track an index.
What would affect this ETF?Beehive ETF (BEEX) could benefit from growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Microsoft and Alphabet. However, rising interest rates or economic slowdowns could negatively impact financial and consumer sectors, which are also key components of the fund. Additionally, its focus on the U.S. market means it is sensitive to domestic economic and regulatory changes.
BEEX Top 10 Holdings
Beehive ETF leans heavily on technology, with Microsoft and Alphabet driving performance thanks to their strong growth in cloud and AI services. Apple has been steady, but its momentum appears to be cooling, while Amazon is showing mixed signals, with AWS growth offset by valuation concerns. Oracle has been a drag on the fund, weighed down by bearish trends and overvaluation risks. With nearly 30% of its portfolio in tech and a U.S.-centric focus, the fund’s fortunes are closely tied to the innovation and resilience of America’s tech giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 8.19% | $15.68M | $4.02T | 69.78% | 85 Outperform | |
| Microsoft | 8.18% | $15.66M | $3.39T | 6.44% | 79 Outperform | |
| Amazon | 5.52% | $10.56M | $2.55T | 5.42% | 71 Outperform | |
| Apple | 4.28% | $8.19M | $3.80T | 11.11% | 79 Outperform | |
| Airbus SE | 3.95% | $7.56M | $197.37B | 53.94% | 66 Neutral | |
| Franco-Nevada | 3.58% | $6.86M | C$64.41B | 93.79% | 74 Outperform | |
| Oracle | 3.51% | $6.73M | $545.46B | 17.90% | 66 Neutral | |
| Illumina | 3.43% | $6.56M | $22.20B | 6.31% | 71 Outperform | |
| Intercontinental Exchange | 3.40% | $6.51M | $98.80B | 16.21% | 80 Outperform | |
| Aon | 3.34% | $6.39M | $74.12B | -5.82% | 66 Neutral |
BEEX Technical Analysis
Positive
―
Price Trends
25.77
Positive
25.56
Positive
24.35
Positive
Market Momentum
0.21
Negative
58.60
Neutral
69.99
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BEEX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.13, equal to the 50-day MA of 25.77, and equal to the 200-day MA of 24.35, indicating a bullish trend. The MACD of 0.21 indicates Negative momentum. The RSI at 58.60 is Neutral, neither overbought nor oversold. The STOCH value of 69.99 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BEEX.
BEEX Peer Comparison
Comparison Results
Performance Comparison
BEEX
Beehive ETF
26.36
3.35
14.56%
SYLD
Cambria Shareholder Yield ETF
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PLDR
Putnam Sustainable Leaders ETF
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ABFL
Fcf Us Quality Etf
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BGDV
Bahl & Gaynor Dividend ETF
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XCHG
AB US Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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