SEIM - ETF AI Analysis

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SEI Enhanced U.S. Large Cap Momentum Factor ETF (SEIM)

Rating:75Outperform

Price Target:―

SEIM, the SEI Enhanced U.S. Large Cap Momentum Factor ETF, has a solid overall rating driven mainly by strong, innovative leaders like Alphabet, Nvidia, and Microsoft, which benefit from powerful trends in AI, cloud computing, and data centers. Well-established companies such as Walmart and Apple further support the fund with resilient earnings and long-term growth initiatives, while some holdings with higher valuations and cost or cash-flow challenges, like Corning and Ciena, slightly limit the rating. The main risk is that many top positions are tied to similar growth and technology-related themes, which could increase volatility if sentiment toward these areas weakens.

Positive Factors

Solid Recent Performance

The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.

Strong and Diverse Top Holdings

Several of the largest positions, including companies like Amphenol, Walmart, Goldman Sachs, Corning, and Newmont, have delivered strong gains, helping support the fund’s overall results.

Low Expense Ratio

The fund’s relatively low fee means more of the investment returns stay in investors’ pockets over time.

Negative Factors

Heavy U.S. Concentration

Almost all of the ETF’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market struggles.

Tech and Communication Sector Tilt

Large weights in technology and communication services mean the fund could be more sensitive to downturns in these growth-oriented sectors.

Mixed Performance Among Top Tech Names

Some major technology holdings such as Nvidia, Microsoft, and Apple have shown weak year-to-date performance, which can drag on the fund if this trend continues.

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

AUM1.15B

RegionNorth America

Expense Ratio0.15%

Beta1.21

IssuerSEI

Inception DateMay 18, 2022

Dividend Yield0.54%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume62,875

30 Day Avg. Volume74,239

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

55.48

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering65

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

SEIM Summary

SEI Enhanced U.S. Large Cap Momentum Factor ETF (SEIM) is a U.S. stock fund that focuses on large, well-known companies whose share prices have been rising strongly, a style often called “momentum.” It doesn’t track a set index, but instead selects big U.S. companies across many sectors, with a tilt toward technology and communication services. Top holdings include Alphabet (Google), Nvidia, Microsoft, and Apple. Someone might invest for growth and diversification within leading U.S. companies. A key risk is that momentum stocks can fall quickly if trends reverse, so the price can move up and down more than the overall market.

How much will it cost me?The SEI Enhanced U.S. Large Cap Momentum Factor ETF (SEIM) has an expense ratio of 0.15%, which means you’ll pay $1.50 per year for every $1,000 invested. This is lower than average for ETFs because it is passively managed, focusing on large-cap stocks with strong price momentum rather than active stock picking.

What would affect this ETF?The SEIM ETF, with its focus on U.S. large-cap stocks and momentum-driven growth, could benefit from strong performance in the technology sector, which makes up a significant portion of its holdings. Positive economic conditions and advancements in tech innovation may further support its top holdings like Nvidia and Microsoft. However, rising interest rates or economic slowdowns could negatively impact growth-oriented sectors and consumer spending, potentially affecting the ETF's performance.

SEIM Top 10 Holdings

This momentum-driven U.S. large-cap ETF leans heavily into Big Tech and communication names, with Alphabet and Nvidia acting as key engines: Alphabet is clearly rising, while Nvidia’s gains have been more mixed lately. Microsoft and Apple, however, are losing a bit of steam, which can put a soft cap on tech-led upside. Offsetting that, industrial-tech hybrid Amphenol and steady consumer giant Walmart are quietly pulling their weight, joined by a strong run from Newmont in materials. Overall, it’s a U.S.-only story with a tech-heavy tilt and a few cyclical sidekicks.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
GOOGL	Alphabet Class A	7.51%	$85.99M	$4.06T	68.39%	85 Outperform
NVDA	Nvidia	7.01%	$80.22M	$4.65T	54.44%	76 Outperform
MSFT	Microsoft	4.02%	$46.02M	$3.58T	4.46%	79 Outperform
APH	Amphenol	3.20%	$36.63M	$178.66B	108.74%	78 Outperform
WMT	Walmart	3.02%	$34.54M	$929.08B	19.02%	78 Outperform
GLW	Corning	3.02%	$34.52M	$89.41B	106.04%	74 Outperform
AAPL	Apple	3.01%	$34.49M	$3.77T	8.71%	79 Outperform
GS	Goldman Sachs Group	2.87%	$32.88M	$280.98B	45.60%	73 Outperform
NEM	Newmont Mining	2.85%	$32.64M	$143.99B	194.57%	81 Outperform
CIEN	Ciena	2.74%	$31.40M	$36.24B	199.50%	70 Outperform

SEIM Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

46.38

Positive

100DMA

45.77

Positive

200DMA

43.18

Positive

Market Momentum

MACD

0.37

Positive

RSI

51.76

Neutral

STOCH

64.56

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SEIM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 47.53, equal to the 50-day MA of 46.38, and equal to the 200-day MA of 43.18, indicating a neutral trend. The MACD of 0.37 indicates Positive momentum. The RSI at 51.76 is Neutral, neither overbought nor oversold. The STOCH value of 64.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SEIM.

SEIM Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
SEIM	―	―	$1.15B	0.15%	―
QQQI	―	―	$8.33B	0.68%	―
SPYI	―	―	$7.53B	0.68%	―
TCAF	―	―	$6.53B	0.31%	―
FELC	―	―	$6.48B	0.18%	―
DIVO	―	―	$6.19B	0.56%	―

Performance Comparison

SEIM

SEI Enhanced U.S. Large Cap Momentum Factor ETF

47.41

7.54

18.91%

QQQI

NEOS Nasdaq 100 High Income ETF

―

SPYI

NEOS S&P 500 High Income ETF

―

TCAF

T. Rowe Price Capital Appreciation Equity ETF

―

FELC

Fidelity Enhanced Large Cap Core ETF

―

DIVO

Amplify CWP Enhanced Dividend Income 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.

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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