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GRNJ - ETF AI Analysis

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GRNJ

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

Rating:70Neutral
Price Target:
GRNJ’s rating suggests it is a solid but not top-tier ETF, with its quality supported by strong holdings like Comfort Systems USA, United Therapeutics, Fabrinet, and DT Midstream, all of which show robust financial performance, positive earnings commentary, and generally supportive technical trends. However, weaker names such as Nebius Group and Albemarle, which face financial performance challenges, overvaluation concerns, and mixed or bearish technical signals, weigh on the overall rating. Investors should also note some risk from holdings that appear relatively expensive or face regulatory and operational uncertainties, which could add volatility.
Positive Factors
Strong Top Holdings
Many of the largest positions have shown strong gains this year, helping support the fund despite recent weakness.
Broad Sector Mix
Holdings spread across industrials, technology, financials, energy, and several other sectors help reduce reliance on any single industry.
Meaningful Fund Size
The fund manages a sizable pool of assets, which can support trading liquidity and ongoing fund operations.
Negative Factors
Recent Weak Performance
Returns over the past month and year-to-date have been weak, which may concern investors looking for near-term momentum.
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns for buy-and-hold investors.
Heavy U.S. Concentration
With almost all assets in U.S. stocks and very little in other countries, the fund offers limited geographic diversification.

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

GRNJ Summary

GRNJ is an actively managed ETF that focuses on smaller and mid-sized U.S. companies, aiming to find growth opportunities that big-company funds might miss. It doesn’t track a set index, but instead follows several investment themes chosen by analysts across many sectors, including industrials, technology, and energy. Well-known holdings include Albemarle and HF Sinclair. Someone might invest in GRNJ to seek higher growth potential and diversify beyond large-cap stocks. A key risk is that small- and mid-cap stocks can be more volatile, so the ETF’s price can move up and down more sharply than the overall market.
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 hard into U.S. small- and mid-cap industrials and niche tech, with names like Comfort Systems and HF Sinclair doing much of the heavy lifting as their shares keep rising on solid earnings and growth stories. Lumentum and Fabrinet add an optical and AI-flavored tech angle, though Fabrinet’s recent trading has been a bit choppy. United Therapeutics provides a steady health care backbone, while Albemarle and Nebius are more mixed, occasionally throwing sand in the gears as their financial and cash-flow challenges weigh on sentiment. Overall, it’s a U.S.-centric, thematically tilted bet on emerging growth pockets outside Big Tech.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
HF Sinclair Corporation2.34%$8.44M$10.96B134.74%
68
Neutral
Lumentum Holdings2.17%$7.82M$58.24B1530.85%
61
Neutral
United Therapeutics2.10%$7.56M$24.79B102.26%
79
Outperform
Fabrinet1.99%$7.16M$19.98B220.49%
78
Outperform
Carpenter Technology1.98%$7.14M$19.63B160.41%
75
Outperform
Nebius Group1.96%$7.06M$29.55B485.24%
46
Neutral
DT Midstream1.95%$7.02M$13.64B51.12%
78
Outperform
Comfort Systems1.90%$6.84M$50.12B356.39%
80
Outperform
BWX Technologies1.90%$6.84M$19.61B130.16%
75
Outperform
Albemarle1.90%$6.83M$20.45B241.86%
58
Neutral

GRNJ Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
26.53
Negative
100DMA
200DMA
Market Momentum
MACD
-0.37
Negative
RSI
47.94
Neutral
STOCH
68.48
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GRNJ, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 25.36, equal to the 50-day MA of 26.53, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.37 indicates Negative momentum. The RSI at 47.94 is Neutral, neither overbought nor oversold. The STOCH value of 68.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GRNJ.

GRNJ Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$377.42M0.75%
70
Neutral
$697.06M0.75%
68
Neutral
$665.07M0.57%
65
Neutral
$213.18M0.65%
69
Neutral
$199.44M0.55%
69
Neutral
$161.91M1.10%
67
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GRNJ
Fundstrat Granny Shots US Small- & Mid-Cap ETF
25.47
0.89
3.62%
RSMC
Rockefeller U.S. Small-Mid Cap ETF
MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
NBSM
Neuberger Berman Small-Mid Cap ETF
SMIZ
Zacks Small/Mid Cap ETF
MGMT
Ballast Small/Mid Cap 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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