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EBI - ETF AI Analysis

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EBI

Longview Advantage ETF (EBI)

Rating:72Outperform
Price Target:
EBI (Longview Advantage ETF) earns a solid overall rating, mainly because it holds high-quality leaders like Microsoft, Apple, Alphabet, and Nvidia, all benefiting from strong financial performance and long-term growth drivers in cloud, AI, and consumer technology. These strengths are supported by other well-positioned names like Merck and Micron, though some holdings such as Amazon, Meta, and Exxon Mobil face issues like premium valuations, mixed technical signals, or cash flow and dividend concerns that slightly weigh on the fund’s rating. The main risk factor is the ETF’s heavy tilt toward large U.S. tech and growth companies, which can make performance more sensitive to shifts in tech sentiment and valuation.
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Healthy Asset Size
With several hundred million dollars in assets, the ETF is large enough to offer good trading liquidity for most individual investors.
Competitive Expense Ratio
The fund’s fee is relatively low for an actively managed strategy, allowing investors to keep more of their returns over time.
Negative Factors
Heavy U.S. Concentration
Most of the portfolio is invested in U.S. companies, which limits the benefits of international diversification.
Tech-Heavy Portfolio
A sizable tilt toward technology stocks means the fund may be more sensitive to swings in the tech sector.
Mixed Performance Among Top Tech Holdings
Several major technology positions have shown weak or negative performance this year, which can drag on overall fund returns.

EBI vs. SPDR S&P 500 ETF (SPY)

EBI Summary

The Longview Advantage ETF (EBI) is an actively managed fund that invests mainly in U.S. stocks across the whole market, with a focus on companies that are both profitable and reasonably priced. It doesn’t track a fixed index, but instead selects stocks the managers believe offer a good mix of growth and value. The fund holds many well-known names like Apple, Microsoft, Nvidia, Amazon, and Meta, and spreads investments across technology, financials, industrials, and more, which can help with diversification. A key risk is that it is heavily tilted toward U.S. stocks and tech-related companies, so its price can rise and fall sharply with market swings.
How much will it cost me?The Longview Advantage ETF (Ticker: EBI) has an expense ratio of 0.25%, which means you’ll pay $2.50 per year for every $1,000 invested. This is slightly higher than average because it’s actively managed, meaning experts carefully select stocks rather than following a preset index. Active management often comes with higher costs due to the research and decision-making involved.
What would affect this ETF?The Longview Advantage ETF (EBI) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Apple, and Microsoft. However, rising interest rates or economic slowdowns could negatively impact sectors like consumer cyclical and financials, which are also key components of the fund. Regulatory changes or geopolitical tensions affecting U.S.-based companies may further influence the ETF's performance.

EBI Top 10 Holdings

EBI is leaning heavily on U.S. mega-cap tech, with Nvidia, Apple, Microsoft, Alphabet, and Amazon steering much of the ride. Lately, that tech engine has been sputtering, with several of these giants lagging after a strong run, so they’re more of a headwind than a tailwind right now. Micron is a rare bright spot in chips, helping offset some of that weakness, while Exxon Mobil has been quietly rising on the energy side. Overall, this is a U.S.-centric, tech-tilted fund with a few cyclical and defensive names balancing the mix.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia4.25%$25.02M$4.07T52.75%
76
Outperform
Apple4.09%$24.10M$3.65T14.18%
79
Outperform
Microsoft3.02%$17.80M$2.65T-5.82%
79
Outperform
2.46%$14.50M
Alphabet Class A2.26%$13.32M$3.32T77.76%
85
Outperform
Amazon1.70%$10.04M$2.14T3.44%
71
Outperform
Micron1.33%$7.87M$402.85B303.91%
79
Outperform
Exxon Mobil1.24%$7.28M$712.47B45.24%
74
Outperform
Meta Platforms1.23%$7.23M$1.33T-8.85%
76
Outperform
Merck & Company1.17%$6.89M$295.77B34.07%
80
Outperform

EBI Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
59.17
Negative
100DMA
57.71
Negative
200DMA
55.16
Positive
Market Momentum
MACD
-0.54
Positive
RSI
37.65
Neutral
STOCH
45.39
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EBI, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 58.32, equal to the 50-day MA of 59.17, and equal to the 200-day MA of 55.16, indicating a neutral trend. The MACD of -0.54 indicates Positive momentum. The RSI at 37.65 is Neutral, neither overbought nor oversold. The STOCH value of 45.39 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EBI.

EBI Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$589.50M0.24%
72
Outperform
$911.18M0.59%
69
Neutral
$865.52M1.30%
60
Neutral
$706.05M0.45%
74
Outperform
$645.92M0.49%
73
Outperform
$617.38M0.50%
68
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
EBI
Longview Advantage ETF
57.00
10.21
21.82%
SYLD
Cambria Shareholder Yield ETF
ULTY
YieldMax Ultra Option Income Strategy ETF
BGDV
Bahl & Gaynor Dividend ETF
ABFL
Fcf Us Quality Etf
XCHG
AB US Equity ETF
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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