PTLC - ETF AI Analysis
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Pacer Trendpilot US Large Cap ETF (PTLC)
Rating:74Outperform
Price Target:―
Positive Factors
Large, Established Holdings
The ETF’s biggest positions are in well-known, financially strong U.S. companies that have been key drivers of the stock market over time.
Strong Recent Performance in Several Top Stocks
Holdings like Nvidia, Amazon, Alphabet, and Broadcom have shown strong year-to-date gains, helping support the fund despite broader market swings.
Broad Sector Diversification
The fund spreads its investments across many sectors, with meaningful exposure to technology, financials, communication services, consumer companies, health care, and industrials, which helps reduce reliance on any single industry.
Negative Factors
High Fee for a Large-Cap ETF
The expense ratio is relatively high compared with many other U.S. large-cap index ETFs, which can slowly eat into long-term returns.
Heavy Concentration in Technology and a Few Mega-Cap Stocks
A large portion of the portfolio is tied up in technology and a small group of mega-cap names, increasing the impact if these popular stocks fall out of favor.
Mixed Recent Fund Performance
The ETF has had a weak year-to-date return and a soft three-month stretch, suggesting it has recently lagged despite a stronger one-month rebound.
PTLC vs. SPDR S&P 500 ETF (SPY)
AUM3.24B
RegionNorth America
Expense Ratio0.60%
Beta0.68
IssuerPacer
Inception DateJun 11, 2015
Dividend Yield1.01%
Asset ClassEquity
Index TrackedPacer Trendpilot US Large Cap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume93,233
30 Day Avg. Volume106,430
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
70.41Price 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. It mainly holds big, well-known U.S. companies, especially in technology, like Apple and Nvidia, along with other giants such as Microsoft and Amazon. The fund uses a rules-based approach that tries to stay invested in stocks when the market trend is positive and become more defensive when trends weaken. Someone might invest in PTLC for long-term growth and broad exposure to leading U.S. companies. A key risk is that it is heavily tied to large U.S. stocks and tech, so its value can rise and fall sharply with the stock market.
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 a tech-heavy wave, with Nvidia, Apple, and Broadcom doing much of the heavy lifting thanks to their steady-to-rising momentum in AI and chips, even if they’ve had some recent bumps. Alphabet and Amazon are also pulling their weight, though their short-term moves have been a bit mixed. On the flip side, Microsoft and Meta feel more like anchors than sails right now, and Tesla isn’t helping much either. Overall, this is a U.S.-only fund that leans hard into Big Tech and semiconductors for its growth story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.75% | $255.31M | $4.91T | 18.61% | 76 Outperform | |
| Apple | 7.55% | $248.85M | $4.90T | 53.70% | 79 Outperform | |
| Microsoft | 4.60% | $151.37M | $2.93T | -21.13% | 79 Outperform | |
| Amazon | 3.77% | $124.33M | $2.66T | 9.02% | 71 Outperform | |
| Alphabet Class A | 3.21% | $105.60M | $4.22T | 85.16% | 85 Outperform | |
| Broadcom | 2.73% | $90.04M | $1.76T | 31.21% | 76 Outperform | |
| Alphabet Class C | 2.58% | $85.00M | $4.22T | 83.82% | 82 Outperform | |
| Meta Platforms | 2.25% | $74.11M | $1.64T | -9.41% | 76 Outperform | |
| Tesla | 1.70% | $55.92M | $1.43T | 12.50% | 73 Outperform | |
| Micron | 1.48% | $48.87M | $958.80B | 664.34% | 79 Outperform |
PTLC Technical Analysis
Positive
―
Price Trends
58.03
Positive
56.30
Positive
55.87
Positive
Market Momentum
0.15
Positive
51.90
Neutral
35.09
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PTLC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 58.16, equal to the 50-day MA of 58.03, and equal to the 200-day MA of 55.87, indicating a bullish trend. The MACD of 0.15 indicates Positive momentum. The RSI at 51.90 is Neutral, neither overbought nor oversold. The STOCH value of 35.09 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PTLC.
PTLC Peer Comparison
Comparison Results
Performance Comparison
PTLC
Pacer Trendpilot US Large Cap ETF
58.28
6.82
13.25%
PRF
Invesco FTSE RAFI US 1000 ETF
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RWL
Invesco S&P 500 Revenue ETF
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FTCS
First Trust Capital Strength ETF
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―
VFLO
VictoryShares Free Cash Flow ETF
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VONE
Vanguard Russell 1000 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.
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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