PTLC - ETF AI Analysis
Top Page
Pacer Trendpilot US Large Cap ETF (PTLC)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered solid gains so far this year, showing that its strategy has worked well in the current market.
Leading Technology Holdings
Several major technology stocks in the top holdings have shown strong performance, helping drive the fund’s returns.
Broad Sector Diversification
The ETF spreads its investments across many sectors, which can help reduce the impact if any single industry struggles.
Negative Factors
High Technology Concentration
A large portion of the portfolio is in technology stocks, which can increase risk if that sector faces a downturn.
Underperforming Mega-Cap Holdings
Some of the biggest positions, including well-known large companies, have shown weak performance recently and may drag on returns.
Higher Expense Ratio
The fund’s fees are on the higher side for an ETF, which means more of the returns go toward costs instead of to investors.
PTLC vs. SPDR S&P 500 ETF (SPY)
AUM3.23B
RegionNorth America
Expense Ratio0.60%
Beta0.68
IssuerPacer
Inception DateJun 11, 2015
Dividend Yield1.03%
Asset ClassEquity
Index TrackedPacer Trendpilot US Large Cap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume93,531
30 Day Avg. Volume105,001
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
70.78Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering503
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 and invests in many of the biggest U.S. companies. It mainly holds large, well-known firms like Apple and Nvidia, and spreads money across sectors such as technology, finance, and health care. The fund uses a trend-following approach, aiming to stay invested in stocks when the market is strong and reduce exposure when conditions weaken. Someone might invest in PTLC for broad U.S. stock diversification with a rules-based risk management style. A key risk is that it can still go up and down with the overall stock market, especially large tech stocks.
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, Apple, and Broadcom acting as the main engines of performance thanks to their rising or steady momentum and heavy exposure to AI and chips. Microsoft and Meta, however, have been more mixed lately, losing some steam and tempering the fund’s gains. Amazon and Alphabet sit in the middle of the pack, not hurting much but not leading either. Overall, this is a U.S.-focused, large-cap fund that leans hard into technology, making it a bet on the ongoing digital and AI boom.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.93% | $256.07M | $5.01T | 19.22% | 76 Outperform | |
| Apple | 7.42% | $239.34M | $4.89T | 55.70% | 79 Outperform | |
| Microsoft | 4.45% | $143.49M | $2.84T | -25.70% | 79 Outperform | |
| Amazon | 3.59% | $115.84M | $2.50T | 0.29% | 71 Outperform | |
| Alphabet Class A | 2.92% | $94.31M | $3.89T | 65.51% | 85 Outperform | |
| Broadcom | 2.91% | $94.04M | $1.82T | 31.61% | 76 Outperform | |
| Alphabet Class C | 2.36% | $76.21M | $3.89T | 64.41% | 82 Outperform | |
| Meta Platforms | 2.09% | $67.35M | $1.51T | -16.48% | 76 Outperform | |
| Micron | 1.75% | $56.53M | $1.04T | 727.74% | 79 Outperform | |
| Eli Lilly & Co | 1.47% | $47.47M | $1.13T | 47.17% | 72 Outperform |
PTLC Technical Analysis
Negative
―
Price Trends
58.04
Negative
56.33
Positive
55.90
Positive
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PTLC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 58.21, equal to the 50-day MA of 58.04, and equal to the 200-day MA of 55.90, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for PTLC.
PTLC Peer Comparison
Comparison Results
Performance Comparison
PTLC
Pacer Trendpilot US Large Cap ETF
57.63
5.89
11.38%
MGC
Vanguard Mega Cap ETF
―
―
―
PRF
Invesco FTSE RAFI US 1000 ETF
―
―
―
RWL
Invesco S&P 500 Revenue ETF
―
―
―
VFLO
VictoryShares Free Cash Flow ETF
―
―
―
VONE
Vanguard Russell 1000 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: ―
Table of Contents