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LFSC - ETF AI Analysis

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LFSC

F/M Emerald Life Sciences Innovation ETF (LFSC)

Rating:53Neutral
Price Target:
LFSC, the F/M Emerald Life Sciences Innovation ETF, has a middling overall rating that reflects a mix of promising growth stories and significant financial risk across its holdings. Strong contributors like United Therapeutics, with solid revenue growth, profitability, and a bullish technical trend, help support the fund’s quality, while names such as Cogent Biosciences and Spyre Therapeutics, which face severe financial difficulties and bearish trading patterns, weigh on the score. The main risk is the fund’s focus on life sciences and biotech companies that often have weak current profitability and high uncertainty around future outcomes.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Top Holdings With Strong Gains
Several of the largest positions, such as Spyre Therapeutics, Nektar Therapeutics, Mirum Pharmaceuticals, and United Therapeutics, have delivered strong year-to-date performance that supports the fund’s returns.
Focused Exposure to Health Care Innovation
With most of its assets in health care companies, the ETF gives investors targeted access to life sciences and medical innovation.
Negative Factors
High Sector Concentration
The portfolio is heavily concentrated in health care, which increases the risk if this single sector faces a downturn.
Limited Geographic Diversification
Almost all holdings are in U.S. companies, offering little protection if the U.S. market or regulatory environment for health care weakens.
Moderately High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can gradually reduce net returns for long-term investors.

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

LFSC Summary

The F/M Emerald Life Sciences Innovation ETF (LFSC) focuses on innovative health care companies, mainly in pharmaceuticals, biotechnology, and life sciences, rather than tracking a traditional index. It invests mostly in U.S. firms working on new drugs, medical treatments, and health technologies, including names like United Therapeutics and Guardant Health. Someone might consider this ETF if they want targeted exposure to potential growth in cutting-edge medical breakthroughs and to diversify beyond broad market funds. However, it is heavily concentrated in a single sector, so its price can be very volatile and may rise or fall sharply with health care and biotech news.
How much will it cost me?The F/M Emerald Life Sciences Innovation ETF (LFSC) has an expense ratio of 0.54%, meaning you’ll pay $5.40 per year for every $1,000 invested. This is slightly higher than average because it’s actively managed, focusing on specialized companies in the Pharma, Biotech & Life Sciences sector to capture unique growth opportunities.
What would affect this ETF?The LFSC ETF, focused on U.S.-based pharmaceutical, biotech, and life sciences companies, could benefit from advancements in medical technology, increased healthcare spending, and favorable regulatory approvals for new treatments. However, it may face challenges from rising interest rates, which can impact funding for innovation, and regulatory hurdles that could delay drug approvals or increase costs for its top holdings. Economic downturns or reduced government healthcare budgets could also negatively affect the sector.

LFSC Top 10 Holdings

LFSC is a high-conviction bet on U.S. biotech and life sciences, with performance driven by a handful of volatile innovators. Spyre Therapeutics has been the fund’s rocket ship lately, rising sharply and giving the portfolio a strong growth engine, while Nektar Therapeutics and KalVista are also adding fuel with improving momentum despite shaky finances. United Therapeutics provides a steadier, profitable anchor amid all the clinical-stage risk. On the flip side, Guardant Health and TransMedics have been losing steam recently, quietly tugging on returns in this otherwise aggressively growth-focused health care basket.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Cogent Biosciences8.21%$8.17M$5.97B693.32%
37
Underperform
Travere Therapeutics7.00%$6.97M$3.74B120.95%
56
Neutral
LivaNova6.62%$6.59M$3.51B72.30%
63
Neutral
Spyre Therapeutics6.37%$6.34M$5.99B393.06%
43
Neutral
Mirum Pharmaceuticals4.70%$4.68M$5.52B124.24%
56
Neutral
Nektar Therapeutics4.66%$4.64M$2.72B688.58%
47
Neutral
United Therapeutics4.51%$4.49M$24.86B94.65%
79
Outperform
KalVista Pharmaceuticals4.35%$4.33M$1.01B51.12%
45
Neutral
TransMedics Group4.00%$3.98M$3.83B18.64%
77
Outperform
Guardant Health3.95%$3.93M$11.66B84.08%
61
Neutral

LFSC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
35.64
Positive
100DMA
36.31
Positive
200DMA
32.79
Positive
Market Momentum
MACD
0.80
Negative
RSI
58.88
Neutral
STOCH
38.50
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LFSC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.53, equal to the 50-day MA of 35.64, and equal to the 200-day MA of 32.79, indicating a bullish trend. The MACD of 0.80 indicates Negative momentum. The RSI at 58.88 is Neutral, neither overbought nor oversold. The STOCH value of 38.50 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LFSC.

LFSC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$99.54M0.54%
53
Neutral
$94.36M0.85%
65
Neutral
$87.97M1.06%
72
Outperform
$54.32M0.32%
65
Neutral
$51.06M0.35%
70
Neutral
$50.10M0.75%
65
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LFSC
F/M Emerald Life Sciences Innovation ETF
37.64
14.84
65.09%
CEPI
REX Crypto Equity Premium Income ETF
GPTY
YieldMax AI & Tech Portfolio Option Income ETF
GABF
Gabelli Financial Services Opportunities ETF
PSR
Invesco Active U.S. Real Estate Fund
SRHR
SRH REIT Covered Call 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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