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GRNJ - ETF AI Analysis

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GRNJ

Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ)

Rating:70Outperform
Price Target:
GRNJ’s rating suggests it is a solid but not top-tier ETF, supported by strong holdings like NEXTracker, Rambus, First Solar, MongoDB, and Reddit, which benefit from robust financial performance, positive earnings calls, and exposure to growth areas like AI and clean energy. However, weaker names such as Nebius Group and AeroVironment, which face financial challenges, cash flow issues, and bearish technical signals, weigh on the overall rating, and investors should also note the risk that many key holdings share valuation concerns, meaning the fund is exposed to companies that may be considered expensive.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, suggesting its strategy has recently worked well for investors.
Leading Holdings with Strong Momentum
Several top positions, such as Carpenter Technology, Nebius Group, Watts Water Technologies, and Credo Technology, have shown strong performance, helping drive the fund’s overall returns.
Broad Sector Diversification
Holdings spread across many sectors, including industrials, technology, financials, health care, and consumer-related areas, help reduce the impact of weakness in any single industry.
Negative Factors
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of staying with investors.
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’s fortunes.
Notable Lagging Top Holdings
Some key positions, including e.l.f. Beauty, Somnigroup International, SoFi, and Natera, have shown weak or negative performance, which can drag on future returns if the weakness continues.

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

GRNJ Summary

GRNJ is the Fundstrat Granny Shots US Small- & Mid-Cap ETF, an actively managed fund that focuses on smaller and mid-sized U.S. companies rather than the big household-name giants. It follows a multi-theme approach, picking 20–100 stocks in areas expected to drive future economic growth, with a lot of exposure to industrial and technology businesses. Well-known holdings include SoFi and Ally Financial. Someone might invest in GRNJ for growth potential and diversification beyond large caps. However, small- and mid-cap stocks can be more volatile, so the price of this ETF can move up and down sharply.
How much will it cost me?The GRNJ ETF has an expense ratio of 0.75%, which means you’ll pay $7.50 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, requiring more research and expertise to select investments.
What would affect this ETF?GRNJ could benefit from growth in the U.S. small- and mid-cap sectors, especially in industries like Industrials and Technology, which make up a significant portion of its holdings. Positive economic conditions, increased infrastructure spending, or advancements in technology could drive these sectors forward. However, rising interest rates or economic slowdowns could negatively impact smaller companies, as they often face higher borrowing costs and are more sensitive to market downturns.

GRNJ Top 10 Holdings

GRNJ is leaning into U.S. small- and mid-cap growth stories, with industrial and tech names doing most of the heavy lifting. Carpenter Technology and Credo Technology have been rising steadily, giving the fund a strong tailwind from both manufacturing and semiconductors. Consumer-focused SharkNinja and Watts Water Technologies add to the momentum with solid, consistent gains. On the flip side, MongoDB and SoFi are lagging, as high-growth narratives meet valuation and cash-flow worries. Overall, it’s a U.S.-centric bet on emerging innovators, with a clear tilt toward industrial and tech themes.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Natera2.32%$11.30M$40.00B78.84%
73
Outperform
Carpenter Technology2.24%$10.88M$29.67B114.31%
75
Outperform
e.l.f. Beauty2.23%$10.83M$4.54B-39.95%
68
Neutral
SharkNinja, Inc.2.17%$10.57M$21.44B40.57%
76
Outperform
Reddit Inc Class A2.15%$10.47M$37.48B37.61%
75
Outperform
MongoDB2.04%$9.91M$28.54B70.42%
75
Outperform
Watts Water Technologies2.00%$9.73M$12.31B47.85%
77
Outperform
Halozyme1.94%$9.46M$9.42B46.18%
73
Outperform
SoFi1.91%$9.28M$23.40B-3.27%
68
Neutral
Neurocrine1.90%$9.26M$17.52B37.87%
80
Outperform

GRNJ Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
30.78
Negative
100DMA
28.76
Positive
200DMA
Market Momentum
MACD
-0.24
Positive
RSI
43.18
Neutral
STOCH
34.17
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GRNJ, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 30.90, equal to the 50-day MA of 30.78, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.24 indicates Positive momentum. The RSI at 43.18 is Neutral, neither overbought nor oversold. The STOCH value of 34.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GRNJ.

GRNJ Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$493.81M0.75%
70
Outperform
$774.79M0.75%
69
Neutral
$748.73M0.62%
64
Neutral
$276.75M0.55%
68
Neutral
$176.04M1.10%
67
Neutral
$163.29M0.68%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GRNJ
Fundstrat Granny Shots US Small- & Mid-Cap ETF
29.84
5.26
21.40%
RSMC
Rockefeller U.S. Small-Mid Cap ETF
MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
SMIZ
Zacks Small/Mid Cap ETF
MGMT
Ballast Small/Mid Cap ETF
RNIN
Bushido Capital US SMID Cap Equity 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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