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SOLR - ETF AI Analysis
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Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund (SOLR)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key positions, such as Amphenol and Ormat Technologies, have delivered strong year-to-date performance, contributing positively to the fund’s returns.
Global Diversification
The ETF includes exposure to multiple countries, such as France, Germany, and Hong Kong, reducing reliance on any single geographic market.
Focus on Growth Sectors
The fund is heavily weighted in Industrials and Technology, sectors that often benefit from innovation and long-term growth trends.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many passive funds, which can eat into investor returns over time.
Underperforming Holdings
Some top holdings, like Schneider Electric and Hubbell, have shown weak year-to-date performance, potentially dragging down overall returns.
Limited Emerging Market Exposure
The fund is heavily concentrated in developed markets like the U.S. and Europe, offering little exposure to faster-growing emerging economies.
SOLR vs. SPDR S&P 500 ETF (SPY)
AUM4.09M
RegionGlobal
Expense Ratio0.79%
Beta0.94
IssuerGuinness Atkinson
Inception DateNov 11, 2020
Dividend Yield0.66%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume399
30 Day Avg. Volume506
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
34.84Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering30
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SOLR Summary
The Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund (SOLR) is an ETF focused on renewable energy, including industries like solar, wind, and hydroelectric power. It invests in companies leading the charge in clean energy innovation, such as Siemens and NextEra Energy. This ETF is ideal for investors who want to support environmentally friendly initiatives while seeking long-term growth opportunities as the world shifts away from fossil fuels. However, new investors should be aware that the fund’s performance can be affected by fluctuations in the renewable energy sector, which may be sensitive to changes in government policies or market conditions.
How much will it cost me?The SOLR ETF has an expense ratio of 0.79%, which means you’ll pay $7.90 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on a niche sector like renewable energy that requires specialized research and expertise.
What would affect this ETF?SOLR, focused on renewable energy, could benefit from global efforts to reduce carbon emissions and increased adoption of clean energy technologies, especially in sectors like Industrials and Technology. However, it may face challenges from fluctuating government policies, regulatory changes, or economic slowdowns that impact funding for sustainable projects. Additionally, competition within the renewable energy space and potential supply chain disruptions could affect its top holdings like Siemens and NextEra Energy.
SOLR Top 10 Holdings
The SOLR ETF is riding the renewable energy wave, with standout performers like First Solar and Siemens driving gains thanks to their strong financial performance and strategic initiatives. Iberdrola also adds steady momentum with its stable profitability. However, names like Eaton and Trane Technologies are lagging, weighed down by bearish technical signals and valuation concerns. The fund leans heavily into industrials and technology, showcasing a clear focus on clean energy innovation. With its global exposure, SOLR offers a diversified yet concentrated bet on the sustainable energy revolution.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Iberdrola | 4.70% | $192.51K | €120.76B | 40.11% | 67 Neutral | |
| Amphenol | 4.55% | $186.36K | $168.85B | 95.00% | 78 Outperform | |
| Hubbell B | 4.33% | $177.49K | $24.25B | 6.00% | 77 Outperform | |
| LEGRAND | 4.22% | $172.97K | €33.29B | 34.91% | 70 Outperform | |
| Schneider Electric | 4.22% | $172.84K | €132.50B | -2.00% | 62 Neutral | |
| NextEra Energy | 4.21% | $172.57K | $167.55B | 11.56% | 71 Outperform | |
| Siemens | 4.19% | $171.64K | €186.24B | 25.18% | 74 Outperform | |
| First Solar | 4.09% | $167.41K | $29.21B | 49.05% | 75 Outperform | |
| Eaton | 3.80% | $155.69K | $125.71B | -4.85% | 75 Outperform | |
| Trane Technologies | 3.74% | $153.34K | $87.18B | 4.00% | 70 Outperform |
SOLR Technical Analysis
Positive
―
Price Trends
31.16
Positive
30.50
Positive
28.06
Positive
Market Momentum
0.08
Negative
54.07
Neutral
87.76
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SOLR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 31.13, equal to the 50-day MA of 31.16, and equal to the 200-day MA of 28.06, indicating a bullish trend. The MACD of 0.08 indicates Negative momentum. The RSI at 54.07 is Neutral, neither overbought nor oversold. The STOCH value of 87.76 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SOLR.
SOLR Peer Comparison
Comparison Results
Performance Comparison
SOLR
Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund
31.34
6.69
27.14%
FFND
Future Fund Active ETF
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AGIX
KraneShares Artificial Intelligence & Technology ETF
―
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AIFD
TCW Artificial Intelligence ETF
―
―
―
HECO
SPDR Galaxy Hedged Digital Asset Ecosystem ETF
―
―
―
RNWZ
TrueShares Eagle Global Renewable Energy Income 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.
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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