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EGGQ - ETF AI Analysis
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NestYield Visionary ETF (EGGQ)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, like Palantir and AppLovin, have delivered strong year-to-date performance, driving the ETF's returns.
Technology Focus
With nearly half of its exposure in the technology sector, the ETF benefits from growth in a high-performing industry.
Healthy Year-to-Date Performance
The fund has achieved solid year-to-date gains, indicating strong overall momentum.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio, which can eat into investor returns over time.
Over-Concentration in U.S. Market
With almost all of its geographic exposure in the U.S., the fund lacks diversification across global markets.
Sector Concentration Risk
The ETF is heavily weighted toward technology and communication services, making it vulnerable to downturns in these sectors.
EGGQ vs. SPDR S&P 500 ETF (SPY)
AUM63.17M
RegionNorth America
Expense Ratio0.89%
Beta1.34
IssuerNestYield
Inception DateDec 26, 2024
Dividend Yield5.79%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,040
30 Day Avg. Volume7,475
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
56.39Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering21
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EGGQ Summary
The NestYield Visionary ETF (Ticker: EGGQ) is an investment fund that focuses on large, well-established companies with strong growth potential. It includes a mix of industries, with a heavy emphasis on technology (like Nvidia and Broadcom) and communication services (such as Netflix). This ETF is designed for investors who want to diversify their portfolio with leading companies that are driving innovation and long-term growth. However, because it is heavily invested in tech and communication sectors, its performance can be significantly affected by changes in those industries or broader market trends.
How much will it cost me?The NestYield Visionary ETF (EGGQ) has an expense ratio of 0.89%, meaning you’ll pay $8.90 per year for every $1,000 invested. This is higher than average because it is actively managed, which involves more research and decision-making compared to passively managed ETFs that track an index.
What would affect this ETF?The NestYield Visionary ETF (EGGQ) could benefit from continued growth in the technology and communication services sectors, which make up a significant portion of its holdings, especially as innovation and demand for digital solutions increase. However, the ETF may face challenges if interest rates rise, potentially impacting growth-oriented companies like Nvidia and Tesla, or if regulatory scrutiny intensifies in the tech and financial sectors. Additionally, its heavy focus on U.S.-based large-cap stocks means its performance is closely tied to the health of the U.S. economy.
EGGQ Top 10 Holdings
The NestYield Visionary ETF leans heavily into technology and communication services, with nearly half of its portfolio anchored in tech giants like Nvidia and Broadcom. While Nvidia’s focus on AI and data centers offers long-term promise, recent performance has been mixed, potentially weighing on the fund. Micron, on the other hand, is rising steadily thanks to strong positioning in AI markets. Palantir and Tesla are also contributing positively, driven by growth in AI and EV adoption. However, Meta’s lagging performance and valuation concerns may be holding back gains. Overall, the fund’s U.S.-centric tech-heavy strategy is driving its narrative.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| AppLovin | 10.11% | $6.38M | $208.36B | 93.58% | 74 Outperform | |
| Micron | 9.39% | $5.93M | $388.40B | 229.19% | 79 Outperform | |
| Broadcom | 8.73% | $5.52M | $1.58T | 48.22% | 76 Outperform | |
| Palantir Technologies | 8.50% | $5.37M | $423.04B | 162.95% | 74 Outperform | |
| Nvidia | 8.06% | $5.09M | $4.49T | 36.15% | 76 Outperform | |
| Advanced Micro Devices | 6.11% | $3.86M | $333.23B | 76.39% | 73 Outperform | |
| Tesla | 4.58% | $2.89M | $1.45T | 10.40% | 73 Outperform | |
| Marvell | 4.21% | $2.66M | $70.77B | -27.00% | 76 Outperform | |
| Take-Two | 4.18% | $2.64M | $46.63B | 41.30% | 53 Neutral | |
| Meta Platforms | 4.15% | $2.62M | $1.65T | 4.90% | 76 Outperform |
EGGQ Technical Analysis
Negative
―
Price Trends
47.08
Negative
47.29
Negative
43.33
Positive
Market Momentum
-0.09
Positive
42.66
Neutral
18.43
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EGGQ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 46.88, equal to the 50-day MA of 47.08, and equal to the 200-day MA of 43.33, indicating a neutral trend. The MACD of -0.09 indicates Positive momentum. The RSI at 42.66 is Neutral, neither overbought nor oversold. The STOCH value of 18.43 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EGGQ.
EGGQ Peer Comparison
Comparison Results
Performance Comparison
EGGQ
NestYield Visionary ETF
45.96
9.12
24.76%
UPSD
Aptus Large Cap Upside ETF
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LVDS
JPMorgan Fundamental Data Science Large Value ETF
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HUSV
First Trust Horizon Managed Volatility Domestic ETF
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―
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EGGY
NestYield Dynamic Income Shield ETF
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―
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ACEP
ARS Core Equity Portfolio 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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