BLOK - ETF AI Analysis
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Amplify Transformational Data Sharing Etf (BLOK)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, helped by several strong-performing holdings.
Leading Holdings Showing Momentum
Many of the largest positions, such as Galaxy Digital, Figure Technology Solutions, and several crypto-related names, have shown strong performance, supporting the fund’s overall returns.
Sector and Geographic Diversification
Exposure across financials, technology, and other sectors, as well as holdings outside the U.S., helps spread risk across different parts of the market.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.
Concentration in Financials and Top Positions
More than half of the portfolio is in financial stocks and a small group of top holdings, increasing the impact if these areas struggle.
Recent Short-Term Weakness
The ETF has slipped over the last three months and includes some lagging names like Robinhood and IBM, which may weigh on near-term performance.
BLOK vs. SPDR S&P 500 ETF (SPY)
AUM947.90M
RegionGlobal
Expense Ratio0.70%
Beta1.74
IssuerAmplify
Inception DateJan 16, 2018
Dividend Yield0.86%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume220,803
30 Day Avg. Volume429,863
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
76.56Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering49
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BLOK Summary
BLOK is an ETF that focuses on the theme of blockchain technology rather than tracking a traditional index. It invests in companies that build, use, or benefit from blockchain, mainly in the financial and technology sectors. Well-known names in the fund include IBM and Robinhood, alongside more specialized blockchain firms. Someone might invest in BLOK to seek growth from the long-term adoption of blockchain without buying individual cryptocurrencies. However, this ETF is concentrated in a young, fast-changing area, so its price can be very volatile and may go up and down more than the overall stock market.
How much will it cost me?The Amplify Transformational Data Sharing ETF (BLOK) has an expense ratio of 0.76%, meaning you’ll pay $7.60 per year for every $1,000 invested. This is higher than average because BLOK is actively managed, focusing on companies involved in blockchain technology, which requires more research and oversight compared to passively managed ETFs that track broad indexes.
What would affect this ETF?BLOK's focus on blockchain technology positions it to benefit from increasing adoption across industries like finance and supply chain management, as well as growing interest in decentralized systems. However, its exposure to volatile sectors like technology and financials, along with reliance on companies tied to cryptocurrency markets, could face challenges from regulatory changes or economic downturns. Global geographic exposure also makes it sensitive to international economic conditions and policy shifts.
BLOK Top 10 Holdings
BLOK is essentially a leveraged bet on the blockchain ecosystem, with a heavy tilt toward financial and crypto-linked names. Miners like TeraWulf are quietly rising and helping to prop up returns, while Coinbase has bounced recently but remains on a mixed path after a choppy few months. On the weaker side, Robinhood and Nu Holdings have been lagging, acting like sandbags on the fund. Opera is a rare bright spot outside pure crypto, and IBM adds a steadier tech presence. Overall, it’s a global, crypto-finance–centric story with concentrated risk.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| TeraWulf Inc | 4.27% | $40.51M | $5.81B | 401.83% | 50 Neutral | |
| Galaxy Digital | 3.83% | $36.27M | $6.67B | 62.76% | 70 Outperform | |
| Cipher Mining | 3.80% | $36.02M | $4.87B | 422.39% | 56 Neutral | |
| Hut 8 | 3.73% | $35.39M | C$6.60B | 255.98% | 56 Neutral | |
| Nu Holdings | 3.44% | $32.63M | $65.60B | 31.93% | 79 Outperform | |
| Coinbase Global | 3.35% | $31.77M | $42.46B | -6.64% | 68 Neutral | |
| Robinhood | 3.28% | $31.12M | $58.66B | 56.56% | 68 Neutral | |
| SBI Holdings | 3.18% | $30.16M | ¥1.89T | 37.61% | 72 Outperform | |
| International Business Machines | 3.12% | $29.57M | $222.55B | -4.59% | 79 Outperform | |
| Opera | 3.02% | $28.61M | $1.22B | -14.68% | 67 Neutral |
BLOK Technical Analysis
Negative
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Price Trends
55.25
Negative
58.02
Negative
59.87
Negative
Market Momentum
-1.48
Positive
33.27
Neutral
3.68
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BLOK, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 52.42, equal to the 50-day MA of 55.25, and equal to the 200-day MA of 59.87, indicating a bearish trend. The MACD of -1.48 indicates Positive momentum. The RSI at 33.27 is Neutral, neither overbought nor oversold. The STOCH value of 3.68 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BLOK.
BLOK Peer Comparison
Comparison Results
Performance Comparison
BLOK
Amplify Transformational Data Sharing Etf
47.36
8.90
23.14%
BKGI
BNY Mellon Global Infrastructure Income ETF
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MGNR
American Beacon GLG Natural Resources ETF
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CCNR
CoreCommodity Natural Resources ETF
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ALAI
Alger AI Enablers & Adopters ETF
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WGMI
Valkyrie Bitcoin Miners 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.
DisclaimerThis 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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