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FCUS - ETF AI Analysis
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Pinnacle Focused Opportunities ETF (FCUS)
Rating:65Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains over the past month, three months, and year-to-date, showing solid recent momentum.
Winning Top Holdings
Most of the largest positions, such as SanDisk, Hecla Mining, Bloom Energy, and Micron, have shown strong year-to-date performance, helping drive the fund’s returns.
Focused Sector Mix
A heavy tilt toward technology and health care gives investors targeted exposure to sectors that have been performing well within this portfolio.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees each year.
Concentrated Stock Positions
The top holdings each take up meaningful slices of the portfolio, so weakness in just a few names could noticeably hurt performance.
Limited Geographic Diversification
With almost all assets invested in U.S. companies, the ETF offers little protection if the U.S. market faces a downturn.
FCUS vs. SPDR S&P 500 ETF (SPY)
AUM59.08M
RegionNorth America
Expense Ratio0.79%
Beta1.67
IssuerPinnacle
Inception DateDec 29, 2022
Dividend Yield3.57%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume25,083
30 Day Avg. Volume20,031
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
40.80Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering31
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
FCUS Summary
The Pinnacle Focused Opportunities ETF (FCUS) is an actively managed fund that invests mainly in large U.S. companies, without tracking a specific index. It leans heavily toward technology and health care, aiming to benefit from the growth and innovation of leading businesses. Well-known names in the fund include Micron and MongoDB, along with other tech, materials, and energy companies, giving investors a focused but still somewhat diversified mix. Someone might invest for long-term growth potential from these market leaders. A key risk is that the fund is concentrated in tech and a smaller number of stocks, so its price can swing more than the overall market.
How much will it cost me?The Pinnacle Focused Opportunities ETF (FCUS) has an expense ratio of 0.79%, meaning you’ll pay $7.90 per year for every $1,000 invested. This is higher than average because it is actively managed, which typically involves more research and trading compared to passively managed ETFs that track an index.
What would affect this ETF?The Pinnacle Focused Opportunities ETF (FCUS), with its strong focus on large-cap U.S. companies, could benefit from continued innovation and growth in the technology sector, which makes up a significant portion of its holdings. However, potential risks include economic slowdowns or rising interest rates, which could negatively impact consumer spending and corporate profitability, particularly in cyclical sectors like Industrials and Consumer Cyclical. Regulatory changes in the technology and financial sectors could also influence the ETF's performance.
FCUS Top 10 Holdings
FCUS is swinging for the fences with a concentrated U.S. growth tilt, heavily anchored in tech and a mix of high-beta stories. Micron has been a key engine, riding strong demand tied to AI, while MongoDB’s recent wobble means it’s no longer the star of the software show. SanDisk and Bloom Energy are helping keep momentum rising, even if valuation worries linger in the background. On the weaker side, Cogent Biosciences and Opendoor feel more like dead weight, adding volatility without yet delivering the payoff.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Lumentum Holdings | 5.00% | $2.91M | $40.06B | 628.54% | 61 Neutral | |
| Ciena | 4.78% | $2.78M | $42.07B | 226.22% | 70 Outperform | |
| MKS | 4.71% | $2.74M | $16.96B | 126.50% | 75 Outperform | |
| Echostar | 4.27% | $2.48M | $33.30B | 301.64% | 57 Neutral | |
| Hecla Mining Company | 4.13% | $2.40M | $15.40B | 280.60% | 74 Outperform | |
| Bloom Energy | 4.11% | $2.39M | $41.72B | 544.66% | 62 Neutral | |
| Micron | 3.99% | $2.32M | $420.10B | 318.30% | 79 Outperform | |
| Western Digital | 3.98% | $2.31M | $89.02B | 325.07% | 77 Outperform | |
| Seagate Tech | 3.88% | $2.26M | $86.41B | 334.43% | 68 Neutral | |
| SanDisk Corp | 3.71% | $2.16M | $79.93B | ― | 55 Neutral |
FCUS Technical Analysis
Positive
―
Price Trends
33.89
Positive
32.51
Positive
28.68
Positive
Market Momentum
0.94
Positive
61.06
Neutral
57.58
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FCUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.84, equal to the 50-day MA of 33.89, and equal to the 200-day MA of 28.68, indicating a bullish trend. The MACD of 0.94 indicates Positive momentum. The RSI at 61.06 is Neutral, neither overbought nor oversold. The STOCH value of 57.58 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FCUS.
FCUS Peer Comparison
Comparison Results
Performance Comparison
FCUS
Pinnacle Focused Opportunities ETF
38.12
5.94
18.46%
UPSD
Aptus Large Cap Upside ETF
―
―
―
LVDS
JPMorgan Fundamental Data Science Large Value ETF
―
―
―
ACEP
ARS Core Equity Portfolio ETF
―
―
―
EGGY
NestYield Dynamic Income Shield ETF
―
―
―
HUSV
First Trust Horizon Managed Volatility Domestic 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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