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PTLC - ETF AI Analysis
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Pacer Trendpilot US Large Cap ETF (PTLC)
Rating:74Outperform
Price Target:―
Positive Factors
Large Asset Base
The fund manages a sizable pool of assets, which can support liquidity and trading ease for investors.
Broad Sector Spread
Holdings are spread across many sectors, which helps reduce the impact if one industry runs into trouble.
Exposure to Leading US Companies
The ETF’s top positions include many well-known large U.S. companies, giving investors access to major market leaders.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee for an ETF, which can eat into long-term returns.
Recent Weak Performance
The ETF has shown weak returns so far this year and over the past month, which may concern performance-focused investors.
Concentration in a Few Tech Giants
A significant portion of the portfolio is tied up in a handful of large technology-related stocks, increasing the impact if these names struggle.
PTLC vs. SPDR S&P 500 ETF (SPY)
AUM3.26B
RegionNorth America
Expense Ratio0.60%
Beta0.69
IssuerPacer
Inception DateJun 11, 2015
Dividend Yield1.06%
Asset ClassEquity
Index TrackedPacer Trendpilot US Large Cap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume176,470
30 Day Avg. Volume148,498
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
66.38Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering502
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PTLC Summary
PTLC is the Pacer Trendpilot US Large Cap ETF, which follows the Pacer Trendpilot US Large Cap Index. It invests mainly in large, well-known U.S. companies across many sectors, with big holdings in technology and other major industries. Well-known names in the fund include Apple and Nvidia. The ETF uses a trend-following approach that aims to stay invested in stocks when the market is strong and reduce exposure when conditions weaken, which may appeal to investors seeking growth with some risk management. However, it can still go up and down with the stock market and is heavily influenced by large tech companies.
How much will it cost me?The Pacer Trendpilot US Large Cap ETF (PTLC) has an expense ratio of 0.6%, meaning you’ll pay $6 per year for every $1,000 invested. This is higher than average for ETFs because it uses an actively managed trend-following strategy to adjust its exposure based on market conditions, which requires more management compared to passive ETFs.
What would affect this ETF?The Pacer Trendpilot US Large Cap ETF (PTLC) could benefit from continued growth in the technology sector, as it has significant exposure to leading companies like Nvidia, Microsoft, and Apple. However, potential risks include rising interest rates, which may negatively impact high-growth sectors like technology and consumer cyclical, and broader economic slowdowns in the U.S., where the ETF is geographically focused. Regulatory changes affecting large-cap companies or specific industries could also influence the fund's performance.
PTLC Top 10 Holdings
PTLC is riding the Big Tech and AI wave, with Nvidia, Microsoft, and the two Alphabet share classes acting as the main engines of the portfolio, especially as Alphabet has been steadily climbing. Amazon has also been a quiet helper, adding a bit of lift. On the flip side, Apple, Meta, Tesla, and Broadcom have been losing steam lately, putting some drag on returns. With a heavy tilt toward U.S. mega-cap technology and communication services, this is very much a U.S.-centric, growth-driven story rather than a broadly balanced mix.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.78% | $253.40M | $4.44T | 32.69% | 76 Outperform | |
| Apple | 6.62% | $215.77M | $3.76T | 4.63% | 79 Outperform | |
| Microsoft | 5.12% | $166.88M | $2.98T | -2.03% | 79 Outperform | |
| Amazon | 3.32% | $108.20M | $2.13T | -11.25% | 71 Outperform | |
| Alphabet Class A | 3.07% | $100.13M | $3.70T | 66.36% | 85 Outperform | |
| Broadcom | 2.68% | $87.39M | $1.54T | 42.29% | 76 Outperform | |
| Alphabet Class C | 2.46% | $80.09M | $3.70T | 64.70% | 82 Outperform | |
| Meta Platforms | 2.42% | $78.76M | $1.62T | -10.69% | 76 Outperform | |
| Tesla | 2.01% | $65.38M | $1.57T | 17.88% | 73 Outperform | |
| Berkshire Hathaway B | 1.57% | $51.20M | $1.08T | 3.05% | 66 Neutral |
PTLC Technical Analysis
Neutral
―
Price Trends
55.99
Negative
55.31
Positive
52.89
Positive
Market Momentum
-0.06
Positive
44.54
Neutral
27.30
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PTLC, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 56.12, equal to the 50-day MA of 55.99, and equal to the 200-day MA of 52.89, indicating a neutral trend. The MACD of -0.06 indicates Positive momentum. The RSI at 44.54 is Neutral, neither overbought nor oversold. The STOCH value of 27.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for PTLC.
PTLC Peer Comparison
Comparison Results
Performance Comparison
PTLC
Pacer Trendpilot US Large Cap ETF
55.90
0.58
1.05%
MGC
Vanguard Mega Cap ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
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QQQI
NEOS Nasdaq 100 High Income ETF
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―
―
FTCS
First Trust Capital Strength ETF
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QYLD
Global X NASDAQ 100 Covered Call 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.
Disclaimer
This 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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