GLRY - ETF AI Analysis
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Inspire Faithward Mid Cap Momentum ESG ETF (GLRY)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the past month, quarter, and year-to-date, indicating solid recent momentum.
Top Holdings With Strong Momentum
Many of the largest positions, especially in technology and industrials, have delivered strong year-to-date performance, helping drive the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any single industry runs into trouble.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee, which can eat into long-term returns compared with lower-cost alternatives.
Heavy U.S. Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Concentration in a Few Mid-Cap Names
A meaningful share of the portfolio is tied up in a small group of mid-cap stocks, which can increase the impact of swings in those individual companies.
GLRY vs. SPDR S&P 500 ETF (SPY)
AUM163.22M
RegionNorth America
Expense Ratio0.80%
Beta1.00
IssuerInspire
Inception DateDec 07, 2020
Dividend Yield0.23%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume22,802
30 Day Avg. Volume26,096
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
50.16Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering33
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
GLRY Summary
GLRY is the Inspire Faithward Mid Cap Momentum ESG ETF, which invests in medium‑sized U.S. companies that show strong recent performance and meet certain environmental, social, and governance (ESG) standards. It does not track a traditional index, but instead follows this faith-based, ESG-focused momentum theme. The fund is heavily invested in technology and industrials, with well-known holdings like Broadcom and KLA. Someone might consider GLRY for growth potential and diversification into mid-sized companies that align with certain values. A key risk is that mid-cap and momentum stocks can be more volatile and can go up and down sharply with the market.
How much will it cost me?The Inspire Faithward Mid Cap Momentum ESG ETF (GLRY) has an expense ratio of 0.8%, meaning you’ll pay $8 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on mid-cap companies with strong ESG credentials and momentum, which requires more research and management effort.
What would affect this ETF?GLRY's focus on mid-cap companies with strong ESG credentials positions it to benefit from increasing investor demand for sustainable and socially responsible investments, as well as potential growth in sectors like technology and industrials, which make up a significant portion of its holdings. However, the ETF could face challenges from economic slowdowns or rising interest rates, which may negatively impact mid-cap companies and sectors like consumer cyclical and financials. Regulatory changes affecting ESG standards or sector-specific policies could also influence its performance.
GLRY Top 10 Holdings
GLRY is leaning heavily into U.S. mid-cap tech and industrial names, with chip makers like KLA and Broadcom doing much of the heavy lifting as their shares keep climbing on AI and semiconductor momentum. Amphenol and ACM Research add to that tech tilt, with ACM in particular sprinting higher recently. On the industrial side, steady gains from Curtiss-Wright and EMCOR help balance the ride, even if some look a bit pricey. Overall, the fund is a North America–focused story powered by mid-cap tech and industrial momentum, with only modest drag from a few softer names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| KLA | 7.31% | $11.93M | $339.06B | 214.34% | 77 Outperform | |
| Monolithic Power | 5.04% | $8.23M | $76.82B | 122.04% | 75 Outperform | |
| Amphenol | 5.01% | $8.17M | $201.71B | 74.24% | 78 Outperform | |
| Curtiss-Wright | 5.00% | $8.16M | $28.52B | 64.66% | 74 Outperform | |
| EMCOR Group | 4.75% | $7.75M | $37.18B | 75.67% | 73 Outperform | |
| Broadcom | 4.68% | $7.64M | $1.96T | 54.52% | 76 Outperform | |
| BWX Technologies | 4.28% | $6.98M | $18.82B | 47.82% | 75 Outperform | |
| Casey's General | 3.88% | $6.33M | $31.13B | 62.94% | 68 Neutral | |
| ACM Research | 3.87% | $6.32M | $7.59B | 318.03% | 72 Outperform | |
| United Therapeutics | 3.71% | $6.05M | $22.78B | 87.96% | 79 Outperform |
GLRY Technical Analysis
Positive
―
Price Trends
41.43
Positive
39.91
Positive
38.31
Positive
Market Momentum
0.39
Positive
51.44
Neutral
38.41
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GLRY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 41.90, equal to the 50-day MA of 41.43, and equal to the 200-day MA of 38.31, indicating a bullish trend. The MACD of 0.39 indicates Positive momentum. The RSI at 51.44 is Neutral, neither overbought nor oversold. The STOCH value of 38.41 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for GLRY.
GLRY Peer Comparison
Comparison Results
Performance Comparison
GLRY
Inspire Faithward Mid Cap Momentum ESG ETF
41.98
9.04
27.44%
AVMV
Avantis U.S. Mid Cap Value ETF
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―
―
AVMC
Avantis U.S. Mid Cap Equity ETF
―
―
―
TMVE
Thrivent Mid Cap Value ETF
―
―
―
FRTY
Alger Mid Cap 40 ETF
―
―
―
TMFM
Motley Fool Mid-Cap Growth 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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