FCUS - ETF AI Analysis

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Pinnacle Focused Opportunities ETF (FCUS)

Rating:66Neutral

Price Target:―

The Pinnacle Focused Opportunities ETF (FCUS) has a solid overall rating, reflecting a mix of strong performers and some weaker holdings. Key contributors include Western Digital (WDC), which benefits from strong financial recovery, positive earnings sentiment, and strategic positioning in AI-driven markets, and Micron (MU), supported by robust financials and investments in AI and data centers. However, weaker holdings like Wayfair (W), with financial instability and unattractive valuation, and Insmed (INSM), impacted by negative profitability and cash flow issues, have tempered the fund's overall score. A notable risk is the ETF's exposure to high P/E ratio stocks, which could pose valuation concerns in the current market environment.

Positive Factors

Strong Year-to-Date Performance

The ETF has delivered solid gains year-to-date, reflecting strong overall momentum.

Sector Diversification

The fund is spread across multiple sectors, including technology, industrials, and utilities, reducing reliance on any single industry.

Healthy Top Holdings

Several top holdings, such as Oklo Inc and Bloom Energy, have shown strong year-to-date performance, supporting the fund’s growth.

Negative Factors

High Expense Ratio

The ETF charges a relatively high expense ratio, which could eat into investor returns over time.

Over-Concentration in U.S. Market

The fund is almost entirely focused on U.S. companies, limiting exposure to international markets and diversification.

Mixed Performance Among Holdings

Some top holdings, such as Wayfair and Comfort Systems, have shown weaker year-to-date performance, potentially dragging on overall returns.

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

AUM45.13M

RegionNorth America

Expense Ratio0.79%

Beta1.68

IssuerPinnacle

Inception DateDec 29, 2022

Dividend YieldN/A

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume10,839

30 Day Avg. Volume18,874

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

36.25

Price 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 investment fund that focuses on large-cap companies, which are well-established businesses with significant market presence. It includes companies from various sectors like technology, industrials, and utilities, with top holdings such as Bloom Energy and Wayfair. This ETF is ideal for investors looking for growth potential and diversification across major industries. However, since it heavily invests in technology and industrial sectors, its performance can be affected by market fluctuations in these areas.

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

The Pinnacle Focused Opportunities ETF leans heavily into technology, with nearly 40% of its portfolio tied to the sector, making names like Western Digital and Micron key drivers of performance. Both stocks are riding a wave of optimism fueled by AI demand and strong earnings, giving the fund a solid boost. However, Wayfair and Bloom Energy are lagging, weighed down by financial instability and valuation concerns, respectively. With its U.S.-centric focus and a tilt toward innovation-heavy industries, this ETF is positioned for growth but remains vulnerable to sector-specific volatility.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
WBD	Warner Bros	5.00%	$2.25M	$68.83B	159.78%	68 Neutral
WDC	Western Digital	4.62%	$2.09M	$61.91B	200.60%	77 Outperform
CIEN	Ciena	4.53%	$2.04M	$32.44B	163.61%	70 Outperform
SNDK	SanDisk Corp	4.51%	$2.04M	$34.82B	―	55 Neutral
MU	Micron	4.46%	$2.01M	$299.25B	195.07%	79 Outperform
MDGL	Madrigal Pharmaceuticals	4.07%	$1.84M	$13.42B	91.62%	56 Neutral
W	Wayfair	3.84%	$1.73M	$13.26B	122.44%	52 Neutral
STX	Seagate Tech	3.59%	$1.62M	$63.29B	239.43%	68 Neutral
NEM	Newmont Mining	3.57%	$1.61M	$110.53B	164.60%	81 Outperform
BE	Bloom Energy	3.50%	$1.58M	$21.01B	268.24%	62 Neutral

FCUS Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

32.67

Positive

100DMA

30.94

Positive

200DMA

27.55

Positive

Market Momentum

MACD

-0.03

Positive

RSI

53.73

Neutral

STOCH

28.36

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 32.26, equal to the 50-day MA of 32.67, and equal to the 200-day MA of 27.55, indicating a bullish trend. The MACD of -0.03 indicates Positive momentum. The RSI at 53.73 is Neutral, neither overbought nor oversold. The STOCH value of 28.36 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

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
FCUS	―	―	$45.13M	0.79%	―
BCUS	―	―	$94.86M	0.70%	―
HUSV	―	―	$92.92M	0.70%	―
UPSD	―	―	$92.59M	0.79%	―
LVDS	―	―	$90.21M	0.30%	―
PRCS	―	―	$85.83M	0.58%	―

Performance Comparison

FCUS

Pinnacle Focused Opportunities ETF

32.98

3.28

11.04%

BCUS

Bancreek U.S. Large Cap ETF

―

HUSV

First Trust Horizon Managed Volatility Domestic ETF

―

UPSD

Aptus Large Cap Upside ETF

―

LVDS

JPMorgan Fundamental Data Science Large Value ETF

―

PRCS

Parnassus Core Select 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.

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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