PTMC - ETF AI Analysis
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Pacer Trendpilot US Mid Cap ETF (PTMC)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the last few months, indicating positive recent momentum.
Winning Top Holdings
Most of the largest positions in the fund have delivered strong year-to-date gains, helping support overall returns.
Broad Sector Diversification
The ETF spreads its investments across many sectors, with meaningful exposure to industrials, technology, financials, and others, which helps reduce the impact of weakness in any single industry.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees.
Heavy U.S. Focus
Almost all of the ETF’s holdings are in U.S. companies, offering very little geographic diversification outside the United States.
Sector Tilts Toward Industrials and Technology
A relatively large share of the portfolio is in industrial and technology stocks, which could hurt performance if these areas fall out of favor.
PTMC vs. SPDR S&P 500 ETF (SPY)
AUM390.05M
RegionNorth America
Expense Ratio0.60%
Beta0.55
IssuerPacer
Inception DateJun 11, 2015
Dividend Yield1.6%
Asset ClassEquity
Index TrackedPacer Trendpilot US Mid Cap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume20,535
30 Day Avg. Volume20,994
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
47.73Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering398
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PTMC Summary
The Pacer Trendpilot US Mid Cap ETF (PTMC) tracks the Pacer Trendpilot US Mid Cap Index and focuses on medium‑sized U.S. companies across many industries, including industrials, technology, and financials. It holds stocks like Flex and United Therapeutics, aiming to capture the growth potential of mid-sized firms that are often past the risky startup phase but still growing. PTMC uses a trend-following approach, adjusting its stock exposure based on market conditions, which may help reduce losses in downturns. However, its value can still go up and down with the stock market, and mid-cap stocks can be more volatile than large, well-known companies.
How much will it cost me?The Pacer Trendpilot US Mid Cap ETF (PTMC) has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than the average for passively managed ETFs because PTMC uses a trend-following strategy to adjust its exposure based on market conditions, which requires more active management. While it’s more expensive, this approach aims to help investors navigate market fluctuations effectively.
What would affect this ETF?The Pacer Trendpilot US Mid Cap ETF could benefit from economic growth and innovation in sectors like technology and industrials, which make up a significant portion of its holdings. However, it may face challenges if interest rates rise, as this could impact mid-cap companies' borrowing costs and growth potential, or if economic conditions weaken, affecting consumer spending and cyclical sectors. Its trend-following strategy may help mitigate risks during market downturns but could underperform in highly volatile or unpredictable markets.
PTMC Top 10 Holdings
PTMC is leaning into U.S. mid-cap industrial and tech names, with stocks like Sterling Infrastructure, MKS Instruments, Entegris, and ATI doing much of the heavy lifting as they ride strong earnings and upbeat outlooks. nVent Electric and Curtiss-Wright are also steadily pulling their weight, even if rich valuations hint they might be running a bit hot. On the flip side, Twilio and TechnipFMC have been more mixed lately, occasionally tripping up the fund’s momentum. Overall, this is a domestically focused, mid-cap workhorse driven by industrial strength and tech tailwinds.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Twilio | 0.88% | $3.50M | $31.38B | 56.55% | 70 Neutral | |
| Illumina | 0.81% | $3.21M | $28.24B | 94.82% | 71 Outperform | |
| TechnipFMC | 0.81% | $3.20M | $28.73B | 123.83% | 80 Outperform | |
| Carpenter Technology | 0.77% | $3.07M | $27.71B | 97.56% | 75 Outperform | |
| Curtiss-Wright | 0.74% | $2.93M | $26.15B | 47.69% | 74 Outperform | |
| XPO | 0.72% | $2.87M | $25.25B | 63.98% | 70 Outperform | |
| ATI | 0.71% | $2.82M | $25.41B | 100.62% | 78 Outperform | |
| Okta | 0.70% | $2.76M | $25.96B | 54.82% | 75 Outperform | |
| nVent Electric | 0.69% | $2.75M | $25.05B | 106.48% | 76 Outperform | |
| Woodward | 0.65% | $2.60M | $23.41B | 53.75% | 79 Outperform |
PTMC Technical Analysis
Positive
―
Price Trends
40.60
Positive
39.29
Positive
37.78
Positive
Market Momentum
0.07
Positive
51.89
Neutral
51.72
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PTMC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 41.12, equal to the 50-day MA of 40.60, and equal to the 200-day MA of 37.78, indicating a neutral trend. The MACD of 0.07 indicates Positive momentum. The RSI at 51.89 is Neutral, neither overbought nor oversold. The STOCH value of 51.72 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PTMC.
PTMC Peer Comparison
Comparison Results
Performance Comparison
PTMC
Pacer Trendpilot US Mid Cap ETF
41.03
6.45
18.65%
EZM
WisdomTree U.S. MidCap Fund
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―
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XMLV
Invesco S&P MidCap Low Volatility ETF
―
―
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GRPM
Invesco S&P MidCap 400 GARP ETF
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JPME
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
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AVMC
Avantis U.S. Mid Cap Equity 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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