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STNC - ETF AI Analysis
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Stance Equity ESG Large Cap Core ETF (STNC)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as AMD and Intel, have shown strong year-to-date performance, supporting the ETF's overall returns.
Sector Diversification
The ETF is spread across multiple sectors, including Consumer Cyclical, Technology, and Health Care, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The ETF has delivered solid year-to-date returns, indicating strong recent performance.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio compared to many other funds, which could eat into investor returns over time.
Over-Concentration in U.S. Market
With nearly 100% exposure to U.S. companies, the ETF lacks geographic diversification and is vulnerable to domestic market risks.
Mixed Performance Among Holdings
Some top holdings, such as Extra Space Storage and Delta Air Lines, have shown weak year-to-date performance, potentially dragging on overall returns.
STNC vs. SPDR S&P 500 ETF (SPY)
AUM94.17M
RegionNorth America
Expense Ratio0.85%
Beta0.80
IssuerHennessy
Inception DateMar 15, 2021
Dividend Yield0.89%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume823
30 Day Avg. Volume1,946
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
38.00Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering42
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
STNC Summary
The Stance Equity ESG Large Cap Core ETF (Ticker: STNC) is an investment fund that focuses on large U.S. companies while prioritizing sustainability and ethical practices. It includes well-known companies like Advanced Micro Devices (AMD) and Intel, and spans industries such as technology, healthcare, and consumer goods. This ETF is ideal for investors who want to support environmentally and socially responsible businesses while gaining exposure to a diverse range of sectors. However, new investors should be aware that the fund’s performance can fluctuate with the overall market, and its focus on ESG criteria may limit exposure to certain high-performing companies.
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
The Stance Equity ESG Large Cap Core ETF leans heavily into consumer cyclical, healthcare, and technology sectors, with names like Cardinal Health and AMD driving mixed performance. Cardinal Health has been a steady performer, buoyed by strong cash flow, while AMD’s focus on AI and data centers shows promise despite recent valuation concerns. On the flip side, Delta Air Lines and Stryker have lagged, with bearish technical trends weighing on their outlook. With its U.S.-centric portfolio and ESG focus, the fund balances growth opportunities with ethical investing, though sector concentration may amplify volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Advanced Micro Devices | 3.75% | $3.53M | $354.86B | 57.28% | 75 Outperform | |
| Cardinal Health | 3.59% | $3.38M | $47.24B | 61.97% | 68 Neutral | |
| Delta Air Lines | 3.43% | $3.23M | $43.81B | 3.98% | 78 Outperform | |
| Bunge Global | 3.29% | $3.10M | $18.10B | 11.46% | 69 Neutral | |
| Intel | 3.23% | $3.04M | $197.53B | 97.94% | 66 Neutral | |
| United Airlines Holdings | 3.18% | $3.00M | $33.98B | 4.66% | 72 Outperform | |
| Cencora | 3.09% | $2.91M | $65.89B | 39.54% | 69 Neutral | |
| Hilton Worldwide Holdings | 2.93% | $2.76M | $63.28B | 5.34% | 63 Neutral | |
| Ford Motor | 2.90% | $2.73M | $51.92B | 23.98% | 74 Outperform | |
| Edison International | 2.88% | $2.71M | $22.35B | -30.80% | 76 Outperform |
STNC Technical Analysis
Positive
―
Price Trends
32.77
Positive
32.52
Positive
31.23
Positive
Market Momentum
0.04
Negative
52.11
Neutral
67.78
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For STNC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 32.68, equal to the 50-day MA of 32.77, and equal to the 200-day MA of 31.23, indicating a bullish trend. The MACD of 0.04 indicates Negative momentum. The RSI at 52.11 is Neutral, neither overbought nor oversold. The STOCH value of 67.78 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for STNC.
STNC Peer Comparison
Comparison Results
Performance Comparison
STNC
Stance Equity ESG Large Cap Core ETF
32.87
1.25
3.95%
RVER
Trenchless Fund ETF
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BAMD
Brookstone Dividend Stock ETF
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STOX
Horizon Core Equity ETF
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―
RFDA
RiverFront Dynamic US Dividend Advantage ETF
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―
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LSAT
Leadershares Alphafactor Tactical Focused 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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