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STNC - ETF AI Analysis
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Stance Equity ESG Large Cap Core ETF (STNC)
Rating:71Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Strong Top Holdings Performance
Several of the largest positions, including technology, consumer, and materials names, have shown strong gains this year, supporting the ETF’s overall results.
Solid Recent Performance Trend
The ETF has delivered steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.
Heavy U.S. Concentration
With almost all assets in U.S. stocks, the ETF offers little geographic diversification and is highly tied to the U.S. market.
Meaningful Exposure to Cyclical Sectors
A large portion of the portfolio is in economically sensitive areas like consumer cyclical and technology, which can be more volatile during market downturns.
STNC vs. SPDR S&P 500 ETF (SPY)
AUM94.43M
RegionNorth America
Expense Ratio0.85%
Beta0.77
IssuerHennessy
Inception DateMar 15, 2021
Dividend Yield0.94%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,308
30 Day Avg. Volume3,784
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
39.36Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering41
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
STNC Summary
The Stance Equity ESG Large Cap Core ETF (STNC) is a U.S. stock fund that focuses on large, well-established companies while following an ESG (environmental, social, and governance) theme. It does not track a specific index, but instead selects a mix of core U.S. companies that meet its sustainability standards. Well-known holdings include Home Depot and AMD, along with other major consumer and technology names. Someone might invest in STNC to seek long-term growth while aligning their money with responsible business practices. A key risk is that it can rise or fall with the overall stock market, especially U.S. large-cap and tech-related 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 heavily into U.S. large caps with a clear tilt toward tech and consumer names, and a few standout stocks are doing the heavy lifting. Western Digital and AMD are key engines, riding the wave of AI and chip demand, while Texas Instruments adds steady strength from the semiconductor side. On the consumer front, Home Depot and AutoZone look a bit tired, with recent trading more mixed and occasionally lagging. Newmont Mining brings a strong, rising materials play, giving the fund a useful diversifier beyond its tech-and-retail core.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Western Digital | 4.14% | $3.92M | $95.47B | 311.73% | 77 Outperform | |
| Viatris | 3.62% | $3.43M | $18.16B | 46.02% | 60 Neutral | |
| Texas Instruments | 3.46% | $3.28M | $205.25B | 23.56% | 78 Outperform | |
| AT&T | 3.43% | $3.25M | $200.85B | 10.90% | 71 Outperform | |
| Jabil | 3.36% | $3.19M | $26.88B | 50.06% | 73 Outperform | |
| Charter Communications | 3.33% | $3.16M | $33.98B | -33.64% | 69 Neutral | |
| Newmont Mining | 3.27% | $3.10M | $137.28B | 170.30% | 81 Outperform | |
| Home Depot | 3.20% | $3.03M | $389.29B | -4.50% | 66 Neutral | |
| AutoZone | 3.17% | $3.00M | $63.92B | 11.55% | 63 Neutral | |
| Bristol-Myers Squibb | 3.12% | $2.96M | $123.70B | 12.69% | 78 Outperform |
STNC Technical Analysis
Positive
―
Price Trends
33.99
Positive
33.20
Positive
32.06
Positive
Market Momentum
0.56
Negative
69.06
Neutral
85.20
Negative
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 35.01, equal to the 50-day MA of 33.99, and equal to the 200-day MA of 32.06, indicating a bullish trend. The MACD of 0.56 indicates Negative momentum. The RSI at 69.06 is Neutral, neither overbought nor oversold. The STOCH value of 85.20 is Negative, 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
35.91
4.14
13.03%
BAMD
Brookstone Dividend Stock ETF
―
―
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SOVF
Sovereign's Capital Flourish Fund
―
―
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RFDA
RiverFront Dynamic US Dividend Advantage ETF
―
―
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VAMO
Cambria Value & Momentum ETF
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―
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SEPI
Shelton Equity Premium 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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