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TSES - ETF AI Analysis

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TSES

Truth Social American Energy Security ETF (TSES)

Rating:71Outperform
Price Target:
TSES, the Truth Social American Energy Security ETF, earns a solid overall rating driven by strong core holdings like ConocoPhillips, Exxon Mobil, and Chevron, which benefit from robust financial performance, healthy cash generation, and supportive earnings call updates. Infrastructure and services names such as Quanta Services and Eaton further support the fund with strong growth backlogs and positive momentum, though some positions like Southern Co, Duke Energy, and Williams face challenges from high debt, cash flow pressures, or potential overvaluation. The main risk is the fund’s focus on energy and related infrastructure, which can expose investors to sector-specific volatility and company-level cash flow and leverage issues.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past three months, indicating positive recent momentum.
Leading Energy and Infrastructure Holdings
Many of the largest positions, including major energy and industrial names, have delivered strong year-to-date results that support the fund’s performance.
Focused U.S. Exposure
With almost all assets in U.S. companies, the fund avoids currency swings and foreign-market risks that can add extra volatility.
Negative Factors
High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Sector Concentration in Energy and Utilities
Nearly all assets are in energy, utilities, and industrials, so the fund could be hit hard if these areas of the market weaken.
Small Asset Base
With relatively low assets under management, the ETF may face higher trading spreads and a greater risk of changes to the fund over time.

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

TSES Summary

The Truth Social American Energy Security ETF (TSES) is a fund that follows the Truth Social Yorkville American Energy Security Index, focusing on U.S. energy-related companies. It mainly holds large energy, utility, and industrial firms that support America’s energy system, including well-known names like Exxon Mobil and Chevron. The fund also screens out companies with DEI (Diversity, Equity, and Inclusion) policies, appealing to investors who want their investments to match certain corporate values. Someone might invest for focused exposure to U.S. energy and potential growth in that sector. A key risk is that it can be very sensitive to energy prices and sector downturns.
How much will it cost me?This ETF has an expense ratio of 0.65%, which means you’ll pay about $6.50 per year for every $1,000 you invest. That’s higher than the average index ETF because, even though it’s passively managed, it follows a specialized strategy with extra screening based on company policies.
What would affect this ETF?This ETF could benefit if U.S. energy demand stays strong, oil and gas prices remain firm, and government policies favor domestic production and infrastructure, which would support large holdings like Chevron, Exxon Mobil, and major utilities. On the other hand, it could face challenges if clean energy rules tighten, interest rates stay high and pressure capital‑intensive utilities and energy projects, or if its exclusion of companies with DEI policies limits its opportunity set and leads to underperformance versus broader energy funds.

TSES Top 10 Holdings

TSES is firmly anchored in U.S. energy and power names, with Exxon Mobil, Chevron, and ConocoPhillips acting as the heavy engines: they’ve had a solid run over the past few months, even if they’ve recently hit a rougher patch. The real spark lately comes from GE Vernova and Quanta Services, which have been climbing steadily and giving the fund a growthy tilt within its energy-and-infrastructure theme. Large utilities like Southern and Duke are more like ballast—steady but slightly lagging—helping stabilize this very U.S.-centric, energy-focused portfolio.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Exxon Mobil8.23%$810.07K$618.95B36.42%
74
Outperform
Chevron8.07%$794.18K$369.57B31.89%
71
Outperform
Eaton5.79%$569.75K$164.47B44.84%
75
Outperform
Conocophillips5.30%$522.11K$148.41B30.94%
78
Outperform
GE Vernova Inc.4.48%$441.29K$308.81B202.72%
69
Neutral
NextEra Energy3.38%$332.34K$198.69B43.27%
71
Outperform
Quanta Services3.25%$319.92K$93.49B119.28%
78
Outperform
Duke Energy3.23%$317.67K$99.04B5.32%
70
Outperform
Southern Co3.22%$317.12K$105.39B3.33%
68
Neutral
Williams Co2.98%$293.34K$88.27B20.03%
76
Outperform

TSES Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
30.03
Positive
100DMA
200DMA
Market Momentum
MACD
0.24
Negative
RSI
67.33
Neutral
STOCH
94.77
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TSES, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.40, equal to the 50-day MA of 30.03, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.24 indicates Negative momentum. The RSI at 67.33 is Neutral, neither overbought nor oversold. The STOCH value of 94.77 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSES.

TSES Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$9.84M0.65%
71
Outperform
$79.93M0.60%
68
Neutral
$58.92M0.45%
72
Outperform
$26.25M0.96%
64
Neutral
$14.65M0.35%
71
Outperform
$2.00M0.15%
74
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSES
Truth Social American Energy Security ETF
31.12
6.29
25.33%
PXI
Invesco DWA Energy Momentum ETF
LNGX
Global X U.S. Natural Gas ETF
FPWR
First Trust Eip Power Solutions Etf
OILT
Texas Capital Texas Oil Index ETF
GXPE
Global X PureCap MSCI Energy 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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