FCUS - ETF AI Analysis
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Pinnacle Focused Opportunities ETF (FCUS)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and in recent months, suggesting its strategy has been working well lately.
Winning Top Holdings
Many of the largest positions, especially in technology and related areas, have shown strong year-to-date performance, helping drive the fund’s returns.
Focused Sector Mix
A meaningful tilt toward technology, energy, and industrials gives the fund targeted exposure to sectors that have been performing well, rather than spreading too thin across many areas.
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 over time.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the ETF offers limited geographic diversification and is highly tied to the U.S. market.
Sector Concentration Risk
Large weights in a few sectors, especially technology, mean the fund could be more volatile and vulnerable if those areas fall out of favor.
FCUS vs. SPDR S&P 500 ETF (SPY)
AUM85.06M
RegionNorth America
Expense Ratio0.80%
Beta1.55
IssuerPinnacle
Inception DateDec 29, 2022
Dividend Yield3.21%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume28,260
30 Day Avg. Volume29,257
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
46.08Price 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, with a strong tilt toward technology and other major sectors like energy and industrials. It does not track a specific index, but instead picks a focused group of stocks that the managers believe have strong growth potential. Well-known holdings include Western Digital and Micron, both key players in the tech and memory chip space. Investors might consider FCUS for growth and diversification across several industries, but should know it can be quite volatile and will go up and down with the stock market, especially tech stocks.
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 leaning hard into U.S. tech and innovation, with names like Micron, Western Digital, and Teradyne doing much of the heavy lifting as demand tied to AI and chips keeps them rising. Lumentum and Bloom Energy add more growth flavor, also trending higher and giving the fund a clear tilt toward future-focused hardware and clean energy themes. On the flip side, Cogent Biosciences is dragging the portfolio, with weak fundamentals and a bearish trend. Overall, this is a concentrated, U.S.-centric bet on high-octane large-cap growth stories.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Micron | 5.42% | $4.62M | $817.22B | 590.87% | 79 Outperform | |
| Intel | 5.28% | $4.51M | $546.68B | 405.94% | 64 Neutral | |
| SanDisk Corp | 4.93% | $4.20M | $208.45B | 3337.36% | 55 Neutral | |
| SiTime Corporation | 4.83% | $4.12M | $20.43B | 252.40% | 61 Neutral | |
| Western Digital | 4.60% | $3.92M | $166.14B | 804.34% | 77 Outperform | |
| Seagate Tech | 4.47% | $3.81M | $178.37B | 579.42% | 68 Neutral | |
| Ciena | 4.26% | $3.63M | $78.40B | 547.65% | 70 Outperform | |
| Lumentum Holdings | 4.24% | $3.62M | $75.52B | 1036.48% | 61 Neutral | |
| TTM Technologies | 4.15% | $3.54M | $17.38B | 439.97% | 77 Outperform | |
| Darling Ingredients | 3.94% | $3.36M | $9.91B | 82.04% | 69 Neutral |
FCUS Technical Analysis
Neutral
―
Price Trends
39.26
Positive
37.84
Positive
33.82
Positive
Market Momentum
1.28
Positive
52.97
Neutral
29.70
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FCUS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 42.38, equal to the 50-day MA of 39.26, and equal to the 200-day MA of 33.82, indicating a neutral trend. The MACD of 1.28 indicates Positive momentum. The RSI at 52.97 is Neutral, neither overbought nor oversold. The STOCH value of 29.70 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FCUS.
FCUS Peer Comparison
Comparison Results
Performance Comparison
FCUS
Pinnacle Focused Opportunities ETF
42.33
18.98
81.28%
ACEP
ARS Core Equity Portfolio ETF
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JHDG
John Hancock Hedged Equity ETF
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PQUS
Pictet AI Enhanced US Equity ETF
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JOYT
JPMorgan Equity and Options Total Return ETF
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EGGQ
NestYield Visionary 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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