STNC - ETF AI Analysis
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Stance Equity ESG Large Cap Core ETF (STNC)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past few months, showing positive momentum.
Leading Holdings Performing Well
Most of the top positions, including companies like Jabil, Applied Materials, and Hilton, have shown strong year-to-date performance, helping drive the fund’s returns.
Broad Sector Diversification
The fund spreads its investments across many sectors such as consumer cyclical, technology, health care, and industrials, which helps reduce the impact if any one area struggles.
Negative Factors
High Expense Ratio
The fund’s management fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Single-Country Concentration
Almost all assets are invested in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Some Top Holdings Are Lagging
A few key positions, such as Comcast and Pentair, have shown weak or negative performance this year, which can drag on overall results.
STNC vs. SPDR S&P 500 ETF (SPY)
AUM92.03M
RegionNorth America
Expense Ratio0.85%
Beta0.78
IssuerHennessy
Inception DateMar 15, 2021
Dividend Yield0.96%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,930
30 Day Avg. Volume2,170
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
39.99Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering47
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
STNC Summary
The Stance Equity ESG Large Cap Core ETF (STNC) invests in large U.S. companies while focusing on environmental, social, and governance (ESG) standards. It doesn’t track a traditional index, but follows a total-market, broad-based theme with an added sustainability screen. The fund holds well-known names like Comcast and Applied Materials, and spreads investments across many sectors such as technology, consumer, and health care. Someone might consider STNC for long-term growth and diversification while aligning their money with responsible business practices. A key risk is that its stock prices can go up and down with the overall market, especially U.S. large-cap stocks.
How much will it cost me?The Stance Equity ESG Large Cap Core ETF (STNC) has an expense ratio of 0.85%, which means you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because it is actively managed and focuses on ESG criteria, which typically involve more research and oversight compared to passively managed ETFs.
What would affect this ETF?The Stance Equity ESG Large Cap Core ETF could benefit from growing interest in sustainable investing and the strong performance of sectors like technology and health care, which are significant parts of its portfolio. However, it may face challenges from economic slowdowns or rising interest rates, which could negatively impact consumer spending and financial sector performance. Additionally, regulatory changes affecting ESG criteria or large-cap companies could influence the ETF's future returns.
STNC Top 10 Holdings
STNC leans into U.S. large caps with an ESG tilt, and its story right now is about a handful of clear winners doing the heavy lifting. Applied Materials and Jabil are rising sharply, giving the fund a strong push from the tech and manufacturing side. Ross Stores and Hilton are also pulling their weight, reflecting steady consumer and travel demand. On the flip side, Comcast looks sluggish and Pentair has been lagging, acting as mild brakes on performance. Overall, the fund feels diversified but still driven by a few standout names.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Intel | 3.63% | $3.37M | $414.43B | 314.38% | 64 Neutral | |
| Jabil | 3.34% | $3.10M | $36.04B | 132.83% | 73 Outperform | |
| Applied Materials | 3.23% | $3.00M | $330.97B | 168.49% | 77 Outperform | |
| Ross Stores | 3.06% | $2.84M | $72.92B | 62.28% | 80 Outperform | |
| Constellation Brands | 3.06% | $2.83M | $26.86B | -16.51% | 67 Neutral | |
| Pentair | 3.01% | $2.79M | $14.83B | 2.53% | 75 Outperform | |
| Paccar | 3.01% | $2.79M | $66.84B | 38.20% | 74 Outperform | |
| Comcast | 2.96% | $2.75M | $98.45B | -18.54% | 74 Outperform | |
| TJX Companies | 2.94% | $2.73M | $173.80B | 23.87% | 79 Outperform | |
| Corning | 2.90% | $2.69M | $151.09B | 280.98% | 74 Outperform |
STNC Technical Analysis
Neutral
―
Price Trends
35.01
Negative
34.53
Positive
33.34
Positive
Market Momentum
0.25
Positive
45.34
Neutral
7.43
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For STNC, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 35.53, equal to the 50-day MA of 35.01, and equal to the 200-day MA of 33.34, indicating a neutral trend. The MACD of 0.25 indicates Positive momentum. The RSI at 45.34 is Neutral, neither overbought nor oversold. The STOCH value of 7.43 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for STNC.
STNC Peer Comparison
Comparison Results
Performance Comparison
STNC
Stance Equity ESG Large Cap Core ETF
34.98
6.14
21.29%
BAMD
Brookstone Dividend Stock ETF
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SOVF
Sovereign's Capital Flourish Fund
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VAMO
Cambria Value & Momentum ETF
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RFDA
RiverFront Dynamic US Dividend Advantage ETF
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FMCE
FM Compounders 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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