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BEEX - ETF AI Analysis
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Beehive ETF (BEEX)
Rating:70Outperform
Price Target:―
Positive Factors
Broad Sector Mix
The fund spreads its investments across many sectors, which helps reduce the impact if any one industry struggles.
Several Strong Recent Performers
Holdings like Franco-Nevada, Illumina, Airbus, and Intercontinental Exchange have shown strong recent performance, supporting the ETF’s overall returns.
Positive Short-Term Performance
The ETF has delivered steady gains over the past month and quarter, indicating recent upward momentum.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the returns go to costs instead of staying in investors’ pockets.
Heavy U.S. Concentration
With almost all assets in U.S. companies, the ETF offers limited geographic diversification and is highly tied to the U.S. market.
Top Tech Names Under Pressure
Several large technology holdings such as Microsoft, Apple, and Oracle have shown weak recent performance, which can drag on the fund’s results.
BEEX vs. SPDR S&P 500 ETF (SPY)
AUM185.11M
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. Volume2,238
30 Day Avg. Volume3,308
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
30.27Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering35
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BEEX Summary
Beehive ETF (BEEX) is a total market fund that aims to cover almost the entire U.S. stock market, without tracking a specific index. It holds companies of all sizes and styles, from fast-growing firms to more established value names. Top holdings include well-known giants like Microsoft and Alphabet (Google), along with many other stocks across technology, health care, finance, and more. Someone might invest in BEEX for broad diversification in a single fund and long-term growth potential. A key risk is that it can rise or fall with the overall stock market, especially U.S. tech stocks.
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
BEEX leans heavily on U.S. tech and communication giants, with Alphabet and Amazon doing much of the heavy lifting as their shares keep rising on AI and cloud optimism. Franco-Nevada and Illumina add extra spark, with both showing strong momentum and helping diversify beyond Big Tech. On the flip side, Microsoft and Apple have been losing steam lately, and Oracle is clearly lagging, acting as a brake on returns. Overall, the fund is U.S.-centric, tech-tilted, and driven by a handful of big, familiar names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 7.08% | $13.11M | $3.76T | 66.82% | 85 Outperform | |
| Microsoft | 6.55% | $12.12M | $3.00T | -1.61% | 79 Outperform | |
| ― | 5.71% | $10.57M | ― | ― | ― | |
| Amazon | 4.88% | $9.03M | $2.19T | -12.72% | 71 Outperform | |
| Apple | 4.71% | $8.71M | $4.04T | 7.00% | 79 Outperform | |
| Franco-Nevada | 3.97% | $7.36M | $49.47B | 73.09% | 74 Outperform | |
| Airbus SE | 3.66% | $6.78M | $175.86B | 27.80% | 66 Neutral | |
| Analog Devices | 3.64% | $6.74M | $164.67B | 54.40% | 78 Outperform | |
| Amcor | 3.62% | $6.69M | $23.14B | -1.21% | 73 Outperform | |
| Chubb | 3.30% | $6.11M | $129.51B | 25.70% | 80 Outperform |
BEEX Technical Analysis
Negative
―
Price Trends
25.96
Negative
25.73
Negative
24.79
Positive
Market Momentum
-0.16
Positive
32.60
Neutral
22.19
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BEEX, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 25.99, equal to the 50-day MA of 25.96, and equal to the 200-day MA of 24.79, indicating a neutral trend. The MACD of -0.16 indicates Positive momentum. The RSI at 32.60 is Neutral, neither overbought nor oversold. The STOCH value of 22.19 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BEEX.
BEEX Peer Comparison
Comparison Results
Performance Comparison
BEEX
Beehive ETF
25.17
1.86
7.98%
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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