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YNOT - ETF AI Analysis

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YNOT

Horizon Digital Frontier ETF (YNOT)

Rating:72Outperform
Price Target:
YNOT, the Horizon Digital Frontier ETF, has a solid overall rating driven mainly by large positions in leading technology and AI-focused companies like Alphabet, Microsoft, and Nvidia, which all show strong financial performance and positive long-term growth prospects in cloud and AI. However, some holdings such as Oracle and Amazon face issues like bearish technical trends, high valuations, and cash flow or leverage concerns, which slightly weigh on the fund’s rating. The main risk factor is the fund’s heavy exposure to high-growth, tech and AI-related names, where rich valuations and sector-specific volatility can lead to sharper price swings.
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past month, showing positive momentum.
Leading Technology and AI Exposure
Top holdings like Nvidia, Alphabet, Amazon, Broadcom, Applied Materials, and others have shown generally strong or improving performance, giving the fund exposure to major technology and AI leaders.
Broad Sector Mix Within Growth Areas
While technology is the largest slice, the fund also holds industrials, communication services, materials, and consumer cyclical stocks, spreading growth potential across several parts of the economy.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Heavy U.S. and Tech Concentration
With most assets in U.S. stocks and nearly half in technology, the ETF is vulnerable if U.S. markets or tech shares experience a downturn.
Notable Underperforming Top Holdings
Several large positions, including Microsoft, Palantir, Tencent, and Oracle, have shown weak recent performance, which can drag on overall fund results if the trend continues.

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

YNOT Summary

The Horizon Digital Frontier ETF (YNOT) is an actively managed fund that invests in companies leading the digital revolution, rather than tracking a traditional index. It focuses on themes like artificial intelligence, blockchain, cybersecurity, and digital finance, with most holdings based in the U.S. Well-known companies in the fund include Nvidia, Alphabet (Google), Microsoft, and Amazon. Someone might invest in this ETF to seek long-term growth by spreading their money across many innovative tech-focused businesses. However, because it is heavily tilted toward technology and digital trends, its price can rise and fall sharply with changes in the tech sector and overall market.
How much will it cost me?The Horizon Digital Frontier ETF (YNOT) has an expense ratio of 0.75%, meaning you’ll pay $7.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on cutting-edge digital innovation and requiring more research and strategy compared to passively managed funds.
What would affect this ETF?The Horizon Digital Frontier ETF (YNOT) could benefit from growing global demand for digital innovation, including advancements in artificial intelligence, blockchain, and cybersecurity, as well as strong performance from top holdings like Microsoft and Nvidia. However, potential risks include regulatory changes in the technology sector, global economic slowdowns, or rising interest rates, which could negatively impact growth-focused companies and investor sentiment. The ETF’s heavy reliance on technology and communication services makes it particularly sensitive to shifts in these industries.

YNOT Top 10 Holdings

YNOT is riding the digital wave with a heavy tilt toward U.S. tech and AI leaders. Nvidia, Broadcom, and Applied Materials are doing much of the heavy lifting, as demand for chips and AI infrastructure keeps them rising. Amazon and Alphabet add steady support from cloud and digital advertising, even if Alphabet’s momentum has been a bit mixed. On the flip side, Microsoft looks like it’s catching its breath after a strong run, while Palantir has been lagging, acting as a small drag. Tencent and Caterpillar highlight the fund’s global reach beyond U.S. tech.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia9.14%$9.43M$5.06T99.22%
76
Outperform
Alphabet Class C7.03%$7.26M$4.15T114.58%
82
Outperform
Microsoft5.90%$6.09M$3.15T8.60%
79
Outperform
Amazon5.61%$5.79M$2.84T39.12%
71
Outperform
Broadcom4.96%$5.12M$2.00T117.28%
76
Outperform
Palantir Technologies2.96%$3.05M$342.22B24.81%
74
Outperform
Tencent Holdings2.51%$2.59M$569.38B-0.96%
76
Outperform
Caterpillar2.47%$2.55M$386.56B169.91%
76
Outperform
Applied Materials2.07%$2.14M$330.97B168.49%
77
Outperform
GE Vernova Inc.2.03%$2.09M$308.81B202.72%
69
Neutral

YNOT Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
28.62
Positive
100DMA
28.73
Positive
200DMA
28.24
Positive
Market Momentum
MACD
0.90
Negative
RSI
65.93
Neutral
STOCH
54.38
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For YNOT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.10, equal to the 50-day MA of 28.62, and equal to the 200-day MA of 28.24, indicating a bullish trend. The MACD of 0.90 indicates Negative momentum. The RSI at 65.93 is Neutral, neither overbought nor oversold. The STOCH value of 54.38 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for YNOT.

YNOT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$104.60M0.75%
72
Outperform
$946.90M0.55%
65
Neutral
$388.12M0.39%
58
Neutral
$240.85M0.75%
69
Neutral
$207.26M0.82%
70
Neutral
$186.15M0.75%
63
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
YNOT
Horizon Digital Frontier ETF
31.57
6.35
25.18%
BKGI
BNY Mellon Global Infrastructure Income ETF
CCNR
CoreCommodity Natural Resources ETF
ILDR
First Trust Innovation Leaders ETF
TMAT
Main Thematic Innovation ETF
SPRX
Spear Alpha 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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