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UFOD - ETF AI Analysis

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UFOD

Tuttle Capital UFO Disclosure ETF (UFOD)

Rating:66Neutral
Price Target:
UFOD’s rating reflects a mix of strong defense and infrastructure names alongside more speculative growth plays. High-quality holdings like Quanta Services, Northrop Grumman, and Lockheed Martin support the fund with solid financial performance, strong backlogs, and generally positive outlooks, while innovative but riskier positions such as IonQ and Boeing, which face profitability and financial challenges, weigh on the overall assessment. The main risk factor is the fund’s exposure to companies with high valuations and operational or cash flow pressures, which could increase volatility.
Positive Factors
Recent Performance Momentum
The ETF has shown positive returns so far this year and over the past month, indicating improving short-term momentum.
Strong Industrial and Infrastructure Exposure
A large portion of the fund is invested in industrial and related companies, including several holdings with strong recent gains that support overall performance.
Focused Theme With Established Defense Names
Top holdings include well-known defense and technology companies, which can provide some stability within this specialized UFO disclosure theme.
Negative Factors
High Expense Ratio
The fund charges a relatively high fee, which can eat into long-term returns compared with lower-cost ETFs.
Very Small Asset Base
With a low level of assets under management, the ETF may face higher trading spreads and a greater risk of closure than larger funds.
Concentrated Sector and U.S. Exposure
Holdings are heavily tilted toward U.S. industrial and technology stocks, limiting diversification across sectors and regions and increasing sensitivity to downturns in these areas.

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

UFOD Summary

The Tuttle Capital UFO Disclosure ETF (UFOD) is a thematic fund that invests in U.S. companies that could benefit from government and private interest in UFOs, space, and advanced detection technologies. It does not track a traditional index, but instead is actively managed to focus on areas like aerospace, defense, satellites, sensors, and artificial intelligence. Well-known holdings include Lockheed Martin, Boeing, and Palantir Technologies. Someone might invest for potential growth and diversification into space and defense technology. However, this is a niche, speculative ETF that can be very volatile and may move sharply up or down.
How much will it cost me?This ETF has an expense ratio of 0.99%, which means you’ll pay about $9.90 per year for every $1,000 invested. That’s higher than the average ETF because it’s an actively managed, niche thematic fund that requires more specialized research and trading.
What would affect this ETF?This ETF could benefit if U.S. government spending on defense, space, and advanced technologies grows, or if new attention and regulations around unidentified aerial phenomena lead to more contracts and investment for its industrial and technology holdings like defense contractors and data analytics firms. On the other hand, it could be hurt by cuts to defense or space budgets, slower economic growth that reduces corporate and government tech spending, higher interest rates that pressure speculative themes, or political and regulatory shifts that cool enthusiasm for this niche area.

UFOD Top 10 Holdings

UFOD is heavily tilted toward U.S. industrial and defense names, with GE Vernova, American Superconductor, and Quanta Services doing most of the heavy lifting as their shares have been steadily rising and giving the fund a clean-energy and infrastructure flavor. On the flip side, stalwarts like Lockheed Martin and Northrop Grumman have been lagging lately, acting more like ballast than boosters. Palantir and IonQ add a futuristic data-and-quantum twist, but their mixed performance shows that the UFO theme still comes with plenty of turbulence.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Amentum Holdings, Inc.4.52%$80.52K$6.31B19.69%
74
Outperform
Lockheed Martin3.84%$68.29K$118.38B7.78%
70
Outperform
American Superconductor3.23%$57.55K$2.36B146.84%
63
Neutral
GE Vernova Inc.3.16%$56.31K$308.81B202.72%
69
Neutral
Palantir Technologies2.76%$49.08K$342.22B24.81%
74
Outperform
IonQ2.72%$48.41K$15.65B52.75%
51
Neutral
Northrop Grumman2.71%$48.31K$81.68B19.03%
76
Outperform
Boeing2.65%$47.19K$183.23B26.90%
54
Neutral
L3Harris Technologies2.62%$46.67K$59.30B46.49%
70
Neutral
Quanta Services2.49%$44.36K$93.49B119.28%
78
Outperform

UFOD Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
24.99
Positive
100DMA
200DMA
Market Momentum
MACD
0.24
Negative
RSI
56.14
Neutral
STOCH
46.54
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For UFOD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 25.35, equal to the 50-day MA of 24.99, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.24 indicates Negative momentum. The RSI at 56.14 is Neutral, neither overbought nor oversold. The STOCH value of 46.54 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for UFOD.

UFOD Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.74M0.99%
66
Neutral
$94.36M0.85%
65
Neutral
$87.97M1.06%
72
Outperform
$46.32M0.35%
68
Neutral
$36.99M0.65%
76
Outperform
$36.36M0.57%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
UFOD
Tuttle Capital UFO Disclosure ETF
25.75
0.16
0.63%
CEPI
REX Crypto Equity Premium Income ETF
GPTY
YieldMax AI & Tech Portfolio Option Income ETF
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
XPND
First Trust Expanded Technology ETF
JXX
Janus Henderson Transformational Growth 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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