SPCT - ETF AI Analysis

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Liberty One Spectrum ETF (SPCT)

Rating:72Outperform

Price Target:―

SPCT, the Liberty One Spectrum ETF, has a solid overall rating driven mainly by high-quality tech and healthcare leaders like Microsoft, Alphabet, Apple, and Eli Lilly, which benefit from strong financial performance, growth in AI and cloud, and generally positive earnings outlooks. Some holdings such as Cardinal Health introduce a bit more risk due to leverage and valuation concerns, and several top names trade at premium valuations, so investors should be aware that the fund is somewhat exposed to high-growth, higher-priced large caps that could be sensitive if market expectations cool.

Positive Factors

Balanced Sector Mix

The fund spreads its investments across many sectors, which helps reduce the impact if any one industry struggles.

Quality Blue-Chip Holdings

Many of the top positions are large, well-known companies with generally solid business profiles, which can add stability to the portfolio.

Broad Stock Diversification

No single holding dominates the fund, so investors are not overly dependent on the performance of one company.

Negative Factors

High Expense Ratio

The fund charges relatively high annual fees, which can eat into long-term returns compared with lower-cost ETFs.

Heavy U.S. Concentration

Almost all of the fund’s assets are invested in U.S. companies, offering little diversification across global markets.

Mixed Performance Among Top Holdings

Some of the largest positions have shown weak or negative recent performance, which can drag on the fund’s overall results.

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

AUM38.92M

RegionNorth America

Expense Ratio0.85%

Beta0.49

IssuerLiberty One

Inception DateSep 30, 2025

Dividend Yield0.17%

Asset ClassEquity

Index TrackedNo Underlying Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume7,068

30 Day Avg. Volume22,909

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

29.94

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering51

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

SPCT Summary

The Liberty One Spectrum ETF (SPCT) is an actively managed fund that invests mainly in large U.S. companies, with a focus on firms that pay steady dividends. It spreads your money across many sectors, including technology, health care, consumer goods, and more, giving you broad exposure to the U.S. stock market. Well-known holdings include Apple, Amazon, Microsoft, and Johnson & Johnson. Someone might invest in SPCT to seek a mix of income from dividends and long-term growth from big, established companies. A key risk is that its stock prices can rise and fall with the overall market.

How much will it cost me?The Liberty One Spectrum ETF (SPCT) has an expense ratio of 0.85%, meaning you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, which typically involves more research and decision-making compared to passively managed ETFs that track an index.

What would affect this ETF?The Liberty One Spectrum ETF (SPCT) could benefit from strong performance in large-cap sectors like Technology and Consumer Defensive, especially if economic conditions remain stable and consumer spending grows. However, rising interest rates or regulatory changes could negatively impact dividend-paying companies and sectors like Real Estate and Utilities, which are more sensitive to borrowing costs. The ETF’s focus on U.S. companies means it is closely tied to the health of the U.S. economy, which could be a positive or negative driver depending on future economic trends.

SPCT Top 10 Holdings

SPCT leans heavily on U.S. blue chips, with a noticeable tilt toward tech and health care, and a supporting cast in industrials and consumer names. Recently, Eli Lilly, Cardinal Health, Caterpillar, Alphabet, and Johnson & Johnson have been doing the heavy lifting, giving the fund a solid backbone of rising health care and industrial exposure. On the flip side, Apple, Microsoft, and Broadcom have been losing a bit of steam, so Big Tech isn’t pulling as hard as usual. Overall, the fund feels diversified by sector but still anchored in a familiar U.S. large-cap core.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
AAPL	Apple	2.92%	$1.14M	$4.04T	14.06%	79 Outperform
CAT	Caterpillar	2.83%	$1.11M	$362.68B	119.11%	76 Outperform
AVGO	Broadcom	2.75%	$1.08M	$1.63T	45.36%	76 Outperform
LLY	Eli Lilly & Co	2.59%	$1.01M	$959.76B	16.44%	72 Outperform
CAH	Cardinal Health	2.54%	$994.55K	$52.77B	76.88%	66 Neutral
AMZN	Amazon	2.46%	$962.65K	$2.19T	-11.41%	71 Outperform
MCK	McKesson	2.44%	$954.14K	$116.75B	58.21%	62 Neutral
JNJ	Johnson & Johnson	2.37%	$929.96K	$580.30B	53.17%	78 Outperform
DE	Deere	2.24%	$876.15K	$166.08B	31.42%	66 Neutral
HSY	The Hershey Company	2.19%	$857.84K	$46.81B	43.55%	76 Outperform

SPCT Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

26.03

Positive

100DMA

200DMA

Market Momentum

MACD

0.38

Negative

RSI

81.26

Negative

STOCH

95.17

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPCT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.54, equal to the 50-day MA of 26.03, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.38 indicates Negative momentum. The RSI at 81.26 is Negative, neither overbought nor oversold. The STOCH value of 95.17 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPCT.

SPCT Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
SPCT	―	―	$38.92M	0.85%	―
UPSD	―	―	$97.70M	0.79%	―
LVDS	―	―	$95.82M	0.30%	―
ACEP	―	―	$88.37M	0.45%	―
EGGY	―	―	$83.90M	0.89%	―
HUSV	―	―	$73.50M	0.70%	―

Performance Comparison

SPCT

Liberty One Spectrum ETF

27.38

2.25

8.95%

UPSD

Aptus Large Cap Upside ETF

―

LVDS

JPMorgan Fundamental Data Science Large Value ETF

―

ACEP

ARS Core Equity Portfolio ETF

―

EGGY

NestYield Dynamic Income Shield ETF

―

HUSV

First Trust Horizon Managed Volatility Domestic 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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