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TRFK - ETF AI Analysis

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TRFK

Pacer Data and Digital Revolution ETF (TRFK)

Rating:70Outperform
Price Target:
TRFK, the Pacer Data and Digital Revolution ETF, earns a solid overall rating largely because of strong, AI-focused leaders like Broadcom, Nvidia, Cisco, and Arista Networks, which show robust financial performance and positive growth outlooks in semiconductors, networking, and cloud infrastructure. Some holdings such as Oracle and Intel face challenges like bearish technical trends, high leverage, or profitability and cash flow issues, which weigh on the fund’s rating. A key risk is the fund’s heavy concentration in a single theme—AI, data centers, and digital infrastructure—meaning it could be more volatile if sentiment or growth expectations in this area weaken.
Positive Factors
Strong Semiconductor Exposure
Several major chip-related holdings have shown strong gains this year, helping support the fund’s overall results.
Focused Technology Theme
The ETF is heavily tilted toward technology and digital infrastructure companies, giving investors targeted exposure to a key long-term growth area.
Growing Asset Base
The fund has built a sizable level of assets under management, suggesting it has attracted steady investor interest and may offer better trading liquidity.
Negative Factors
High Concentration in Top Holdings
A small group of large technology stocks makes up a big share of the portfolio, increasing the impact of any weakness in those names.
Recent Short-Term Weakness
The ETF has experienced weak performance over the last few months, indicating recent pressure on its underlying holdings.
Narrow U.S. Tech and Sector Focus
With most assets in U.S. technology stocks and very limited exposure to other sectors or regions, the fund is highly sensitive to downturns in the U.S. tech market.

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

TRFK Summary

The Pacer Data and Digital Revolution ETF (TRFK) tracks the Pacer Data Transmission and Communication Revolution Index, focusing on companies driving the digital economy. It mainly holds U.S. technology firms involved in cloud computing, data centers, chips, cybersecurity, and digital infrastructure. Well-known holdings include Nvidia and Broadcom. Someone might invest in TRFK to seek long-term growth from the ongoing shift toward digital services and data use across many industries. However, this ETF is heavily concentrated in tech stocks, so its price can be very volatile and may fall sharply if the technology sector struggles.
How much will it cost me?The Pacer Data and Digital Revolution ETF (TRFK) has an expense ratio of 0.49%, which means you’ll pay $4.90 per year for every $1,000 invested. This is slightly higher than average because it is actively managed to focus on a specific niche within the digital economy, requiring more research and specialized expertise.
What would affect this ETF?The Pacer Data and Digital Revolution ETF (TRFK) could benefit from ongoing advancements in technology, such as increased adoption of artificial intelligence, cloud computing, and cybersecurity solutions, which align with its focus on the digital economy. However, it may face challenges from rising interest rates, which can negatively impact growth-focused technology companies, and potential regulatory changes targeting big tech firms globally. Its heavy reliance on the technology sector and top holdings like Nvidia and Oracle makes it sensitive to sector-specific trends and economic conditions.

TRFK Top 10 Holdings

TRFK is riding the digital revolution with a heavy tilt toward U.S. chip and infrastructure giants, but its biggest weights have been more of a headwind lately. Nvidia and Broadcom, both central to the AI story, have been lagging, which can sap momentum given their outsized roles. Oracle has also been losing steam after a weak stretch in the cloud trade. Offsetting that, Intel, ARM, and especially Western Digital have been rising, giving the fund a lift from newer and more cyclical corners of the global tech ecosystem.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Broadcom10.35%$50.90M$1.68T104.22%
76
Outperform
Nvidia9.56%$47.02M$4.47T65.79%
76
Outperform
Oracle7.30%$35.89M$396.49B4.34%
66
Neutral
Advanced Micro Devices6.67%$32.81M$385.82B153.36%
73
Outperform
Cisco Systems5.84%$28.75M$328.51B45.07%
77
Outperform
Intel5.32%$26.19M$309.90B212.66%
64
Neutral
Arista Networks4.64%$22.81M$183.52B100.98%
83
Outperform
ARM Holdings PLC ADR4.11%$20.22M$159.08B49.11%
69
Neutral
Palo Alto Networks3.15%$15.50M$136.26B-7.49%
73
Outperform
Western Digital3.01%$14.82M$114.55B868.97%
77
Outperform

TRFK Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
64.00
Positive
100DMA
64.70
Positive
200DMA
64.73
Positive
Market Momentum
MACD
0.66
Negative
RSI
62.74
Neutral
STOCH
93.81
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TRFK, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 63.75, equal to the 50-day MA of 64.00, and equal to the 200-day MA of 64.73, indicating a bullish trend. The MACD of 0.66 indicates Negative momentum. The RSI at 62.74 is Neutral, neither overbought nor oversold. The STOCH value of 93.81 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TRFK.

TRFK Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$491.92M0.49%
70
Outperform
$994.91M0.70%
59
Neutral
$909.83M0.75%
72
Outperform
$349.69M0.85%
56
Neutral
$302.12M0.52%
51
Neutral
$218.24M0.39%
55
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TRFK
Pacer Data and Digital Revolution ETF
68.42
25.26
58.53%
BLOK
Amplify Transformational Data Sharing Etf
IVES
Dan IVES Wedbush AI Revolution ETF
BITQ
Bitwise Crypto Industry Innovators ETF
DAPP
VanEck Digital Transformation ETF
FDIG
Fidelity Crypto Industry and Digital Payments 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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