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TAX - ETF AI Analysis

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TAX

Cambria Tax Aware ETF (TAX)

Rating:71Outperform
Price Target:
TAX, the Cambria Tax Aware ETF, earns a solid overall rating driven by several strong holdings with healthy growth and positive outlooks. Standouts like Comfort Systems USA (FIX), United Therapeutics (UTHR), and Alcoa (AA) support the fund with robust financial performance, growth initiatives, and generally favorable technical trends. However, weaker names such as Roivant Sciences (ROIV), ViaSat (VSAT), and Liberty Broadband (LBRDA), which face profitability issues, high leverage, or bearish trading patterns, introduce added risk, and the fund carries some exposure to companies with significant debt and operational challenges.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past month, indicating positive recent momentum.
Leading Holdings Performing Well
Most of the top 10 stocks have delivered strong year-to-date results, helping support the fund’s overall performance.
Broad Sector Diversification
Holdings spread across many sectors, including industrials, health care, technology, and consumer areas, help reduce the impact of weakness in any single industry.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Small Asset Base
With a relatively low level of assets under management, the ETF may face higher trading spreads and a greater risk of closure than larger funds.
Heavy U.S. Concentration
Almost all of the fund’s investments are in U.S. companies, offering little geographic diversification if the U.S. market struggles.

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

TAX Summary

The Cambria Tax Aware ETF (TAX) is a U.S. stock fund that aims to cover almost the entire American stock market while trying to keep your tax bill lower. It doesn’t track a specific index, but instead picks a wide mix of large, mid, and small companies across many sectors, including technology, health care, and industrials. Well-known holdings include Charter Communications and Liberty Broadband. Someone might invest in TAX to get broad stock market exposure in one fund while being mindful of taxes. A key risk is that it still moves with the overall stock market and can go up or down in value.
How much will it cost me?The Cambria Tax Aware ETF (TAX) has an expense ratio of 0.49%, which means you’ll pay $4.90 per year for every $1,000 invested. This expense ratio is slightly higher than average because the fund uses active management strategies to optimize tax efficiency, such as tax-loss harvesting and dividend management.
What would affect this ETF?The Cambria Tax Aware ETF (TAX) could benefit from growth in sectors like technology and industrials, which make up a significant portion of its holdings, especially if innovation and infrastructure spending continue to drive these industries forward. However, economic slowdowns or rising interest rates could negatively impact consumer cyclical and financial sectors, which are also key components of the fund. Additionally, changes in tax regulations could affect the ETF’s ability to optimize after-tax returns, potentially impacting its appeal to investors focused on tax efficiency.

TAX Top 10 Holdings

Cambria Tax Aware ETF is leaning into U.S. industrials and tech, and its recent leaders show it. Comfort Systems, Amkor, and Flex have been rising steadily, giving the fund a solid push from construction services and chip packaging to electronics manufacturing. GE Vernova is also adding fuel with upbeat momentum in its energy-focused business. On the flip side, telecom and media names like Liberty Broadband and Charter look more sluggish, with weaker trading trends that keep them from fully pulling their weight. Overall, it’s a U.S.-centric, industrial-tech driven story.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
GE Vernova Inc.1.60%$394.29K$308.81B208.57%
69
Neutral
Comfort Systems1.48%$363.65K$60.76B334.32%
80
Outperform
Amkor1.43%$352.45K$19.35B345.01%
69
Neutral
Jabil1.37%$337.51K$36.04B132.54%
73
Outperform
Revolution Medicines1.33%$328.53K$28.24B248.98%
52
Neutral
ViaSat1.33%$326.42K$8.42B584.97%
56
Neutral
Flex1.30%$319.10K$33.61B159.54%
74
Outperform
Sterling Infrastructure1.29%$316.73K$15.25B227.63%
71
Outperform
Liberty Broadband1.27%$313.87K$6.02B-50.75%
57
Neutral
Charter Communications1.27%$311.41K$25.43B-51.79%
69
Neutral

TAX Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
28.19
Positive
100DMA
28.58
Positive
200DMA
27.95
Positive
Market Momentum
MACD
0.54
Negative
RSI
62.58
Neutral
STOCH
60.11
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TAX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.61, equal to the 50-day MA of 28.19, and equal to the 200-day MA of 27.95, indicating a bullish trend. The MACD of 0.54 indicates Negative momentum. The RSI at 62.58 is Neutral, neither overbought nor oversold. The STOCH value of 60.11 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TAX.

TAX Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$24.62M0.54%
71
Outperform
$96.30M0.89%
69
Neutral
$93.17M0.85%
71
Outperform
$93.05M0.75%
68
Neutral
$82.86M0.65%
62
Neutral
$80.95M0.52%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TAX
Cambria Tax Aware ETF
29.48
6.58
28.73%
BAMD
Brookstone Dividend Stock ETF
STNC
Stance Equity ESG Large Cap Core ETF
SOVF
Sovereign's Capital Flourish Fund
VAMO
Cambria Value & Momentum ETF
RFDA
RiverFront Dynamic US Dividend Advantage 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.
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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