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, earns a solid overall rating largely because it is anchored by strong, well-established leaders like Alphabet, Nvidia, Microsoft, Apple, and Walmart, all showing robust financial performance and long-term growth potential in areas such as AI, cloud, and e-commerce. These strengths are partly offset by holdings like Tapestry and Cencora, where higher leverage, valuation concerns, and weaker technical trends introduce more risk. The main risk factor is the fund’s heavy tilt toward large U.S. growth and momentum names, which can make it more sensitive to shifts in market sentiment toward high-valuation stocks.

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)

AUM1.17B

RegionNorth America

Expense Ratio0.15%

Beta1.21

IssuerSEI

Inception DateMay 18, 2022

Dividend Yield0.55%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume65,123

30 Day Avg. Volume74,382

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

56.66

Price Target Upside― Downside

Rating ConsensusStrong Buy

Number of Analyst Covering68

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 ETF leans heavily on U.S. large-cap momentum, with Big Tech setting the tone. Nvidia is still humming along, helping drive returns, while Alphabet’s recent wobble and Microsoft’s slide have taken a bit of shine off the tech-heavy tilt. Apple looks more mixed, trying to regain its stride. Outside tech, Walmart and Johnson & Johnson are steady workhorses, quietly supporting performance, and Newmont and Tapestry add a punch of cyclical and materials strength. Overall, it’s a U.S.-only, tech-tilted fund with a few non-tech names balancing the ride.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
GOOGL	Alphabet Class A	7.09%	$81.70M	$3.70T	84.70%	85 Outperform
NVDA	Nvidia	6.73%	$77.52M	$4.44T	70.73%	76 Outperform
MSFT	Microsoft	3.54%	$40.84M	$3.04T	7.69%	79 Outperform
WMT	Walmart	3.33%	$38.38M	$991.01B	41.58%	78 Outperform
AAPL	Apple	3.14%	$36.13M	$3.82T	14.24%	79 Outperform
JNJ	Johnson & Johnson	2.86%	$32.96M	$584.62B	44.66%	78 Outperform
GS	Goldman Sachs Group	2.61%	$30.10M	$246.91B	56.50%	73 Outperform
NEM	Newmont Mining	2.59%	$29.86M	$127.24B	176.04%	81 Outperform
TPR	Tapestry	2.55%	$29.35M	$29.46B	105.80%	69 Neutral
ETR	Entergy	2.53%	$29.12M	$47.41B	30.06%	66 Neutral

SEIM Technical Analysis

Technical Analysis Sentiment

Neutral

Last Price―

Price Trends

50DMA

47.54

Negative

100DMA

46.53

Positive

200DMA

44.59

Positive

Market Momentum

MACD

-0.08

Positive

RSI

46.98

Neutral

STOCH

31.84

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SEIM, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 47.79, equal to the 50-day MA of 47.54, and equal to the 200-day MA of 44.59, indicating a neutral trend. The MACD of -0.08 indicates Positive momentum. The RSI at 46.98 is Neutral, neither overbought nor oversold. The STOCH value of 31.84 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SEIM.

SEIM Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
SEIM	―	―	$1.17B	0.15%	75 Outperform
QQQI	―	―	$9.08B	0.68%	75 Outperform
SPYI	―	―	$8.13B	0.68%	74 Outperform
DIVO	―	―	$6.57B	0.56%	70 Neutral
FELC	―	―	$6.54B	0.18%	74 Outperform
TCAF	―	―	$6.43B	0.31%	71 Outperform

Performance Comparison

SEIM

SEI Enhanced U.S. Large Cap Momentum Factor ETF

47.22

11.76

33.16%

QQQI

NEOS Nasdaq 100 High Income ETF

―

SPYI

NEOS S&P 500 High Income ETF

―

DIVO

Amplify CWP Enhanced Dividend Income ETF

―

FELC

Fidelity Enhanced Large Cap Core ETF

―

TCAF

T. Rowe Price Capital Appreciation Equity 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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