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GARA - ETF AI Analysis

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GARA

Guinness Atkinson Real Assets Income ETF (GARA)

Rating:61Neutral
Price Target:
GARA, the Guinness Atkinson Real Assets Income ETF, has a solid overall rating, supported by strong holdings like Welltower, Prologis, and Equinix, which benefit from robust financial performance, strategic growth plans, and generally stable technical trends, even though some appear potentially overvalued. American Tower, Brookfield Infrastructure, and Union Pacific also add to the fund’s quality through solid earnings and growth initiatives, but their high leverage, valuation concerns, and specific legal or cash flow risks temper the upside. A key risk factor is exposure to weaker names like Greencoat UK Wind, where revenue declines, profitability issues, and bearish technical trends weigh on the ETF’s overall appeal.
Positive Factors
Solid Recent Performance
The ETF has shown steady gains so far this year, indicating that its strategy has been working in the current market.
Strong Top Holdings
Several of the largest positions, including companies like Equinix and Infratil, have delivered strong year-to-date results that support the fund’s overall performance.
Diversified Global Exposure
Holdings spread across the U.S., U.K., Europe, and other regions help reduce the impact of weakness in any single country.
Negative Factors
Small Asset Base
The fund manages a relatively low amount of assets, which can make it more vulnerable to large investor inflows or outflows.
Sector Concentration in Real Assets
Heavy exposure to real estate and utilities means the ETF is closely tied to how these specific sectors perform, rather than the broader stock market.
Moderate Expense Ratio
The fund’s fees are not especially low, so costs may take a noticeable bite out of long-term returns compared with cheaper alternatives.

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

GARA Summary

GARA, the Guinness Atkinson Real Assets Income ETF, is an actively managed fund that focuses on real assets like real estate and infrastructure around the world, rather than tracking a specific index. It mainly holds real estate and utility companies that own things like data centers, warehouses, power lines, and railroads. Well-known holdings include Equinix and Union Pacific. Investors might consider GARA for diversification and potential income from essential, long-lived assets that people and businesses rely on. However, the ETF can go up and down with the broader real estate and infrastructure markets, and may be sensitive to interest rate changes.
How much will it cost me?The Guinness Atkinson Real Assets Income ETF (GARA) has an expense ratio of 0.45%, which means you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than the average for passively managed ETFs because GARA is actively managed, focusing on a niche area like infrastructure, which requires more research and oversight.
What would affect this ETF?The Guinness Atkinson Real Assets Income ETF (GARA) could benefit from increased global infrastructure spending, driven by government initiatives and the growing demand for renewable energy and technological advancements. However, it may face challenges from rising interest rates, which can negatively impact REITs and infrastructure stocks, as well as potential regulatory changes in the utilities and energy sectors. Its global exposure provides diversification, but it also makes the ETF sensitive to geopolitical risks and economic slowdowns in key regions.

GARA Top 10 Holdings

GARA is leaning hard into global real assets, with a clear tilt toward REITs and utilities that make money from essential infrastructure. Data-center giant Equinix and logistics landlord Prologis have been steady engines, helping drive the fund as digital and warehouse demand stays strong. American Tower and Brookfield Infrastructure add more rising infrastructure muscle, while Union Pacific’s rail business has been a solid, if unspectacular, workhorse. On the flip side, health-care REIT Ventas and wind-focused Greencoat UK Wind have been lagging, occasionally putting a drag on this otherwise steadily chugging, globally diversified infrastructure train.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Infratil Limited3.58%$14.85K$15.06B59.26%
Welltower3.41%$14.16K$145.88B37.20%
77
Outperform
Ventas3.39%$14.06K$40.60B30.71%
68
Neutral
3.34%$13.85K
Equinix3.14%$13.03K$107.72B25.39%
73
Outperform
Union Pacific3.13%$12.98K$152.51B15.06%
72
Outperform
Iberdrola3.02%$12.55K€139.13B25.07%
67
Neutral
3i Infrastructure2.98%$12.39K£3.43B7.68%
75
Outperform
Greencoat UK Wind2.96%$12.29K£2.27B-12.77%
54
Neutral
Prologis2.95%$12.27K$133.80B34.26%
76
Outperform

GARA Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
27.52
Positive
100DMA
27.31
Positive
200DMA
Market Momentum
MACD
0.04
Negative
RSI
54.47
Neutral
STOCH
46.53
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GARA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.49, equal to the 50-day MA of 27.52, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.04 indicates Negative momentum. The RSI at 54.47 is Neutral, neither overbought nor oversold. The STOCH value of 46.53 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GARA.

GARA Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$408.47K0.45%
61
Neutral
$78.37M0.60%
64
Neutral
$43.51M0.59%
67
Neutral
$29.52M0.96%
73
Outperform
$7.34M0.50%
61
Neutral
$6.76M0.65%
63
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GARA
Guinness Atkinson Real Assets Income ETF
27.74
2.84
11.41%
BILT
iShares Infrastructure Active ETF
RIFR
Global Infrastructure Active ETF
GLIX
Lazard Listed Infrastructure ETF
BILD
Macquarie Global Listed Infrastructure ETF
IQRA
IQ CBRE Real Assets 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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