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YNOT - ETF AI Analysis

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YNOT

Horizon Digital Frontier ETF (YNOT)

Rating:74Outperform
Price Target:
YNOT, the Horizon Digital Frontier ETF, has a solid overall rating driven mainly by large, high-quality tech leaders like Alphabet (GOOG) and Microsoft (MSFT), which benefit from strong financial performance and long-term growth prospects in AI and cloud computing. Other key holdings such as Nvidia (NVDA), TSMC (TSM), and Broadcom (AVGO) further support the fund’s quality through their strategic focus on AI and data centers, though several holdings, including Amazon (AMZN), Tesla (TSLA), and Oracle (ORCL), face risks from rich valuations, technical weakness, or higher leverage. The main risk factor is the fund’s heavy tilt toward high-growth, AI-focused technology names, which can make it more sensitive to volatility and changes in market sentiment around expensive tech stocks.
Positive Factors
Leading Tech Giants in Top Holdings
The fund’s largest positions include well-known technology leaders that have generally supported its overall performance.
Strong Semiconductor Exposure
Holdings like Micron, TSMC, and AMD have shown strong recent performance, helping drive gains within the portfolio’s chip-related names.
Focused Growth Orientation
With heavy exposure to technology, communication services, and consumer cyclical sectors, the ETF is positioned to benefit when growth-oriented stocks are in favor.
Negative Factors
High Sector Concentration in Technology
Nearly half of the fund is invested in the technology sector, which increases the impact of any downturn in tech stocks on the ETF’s value.
Mixed Performance Among Top Holdings
Several major positions, including Microsoft, Nvidia, Tesla, Oracle, and Palantir, have shown weak recent performance, which can drag on the fund’s returns.
High Expense Ratio
The ETF’s relatively high fee means more of the investment return goes to costs compared with lower-cost alternatives.

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

YNOT Summary

The Horizon Digital Frontier ETF (ticker: YNOT) is an actively managed fund that invests in companies leading the digital revolution, mainly in the U.S. It doesn’t track a traditional index, but instead focuses on themes like artificial intelligence, blockchain, cybersecurity, and digital finance. Top holdings include well-known tech names such as Alphabet (Google) and Amazon, along with other major technology innovators. Someone might invest in this ETF to seek long-term growth by riding major technology trends in one diversified basket. A key risk is that it is heavily tilted toward tech-related stocks, so its price can swing up and down more than the 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 essentially riding the digital revolution, with big U.S. tech names steering the ship. Alphabet, Amazon, Microsoft, and Nvidia make up the core, but lately they’ve been losing a bit of altitude, acting as a drag on the fund rather than a rocket booster. The bright spots are in semiconductors: Micron and TSMC have been rising or holding steady, helping offset some of Big Tech’s slump. Overall, it’s a tech-heavy, AI-focused, globally exposed portfolio that still leans heavily on a few U.S. giants to set the tone.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Alphabet Class C9.97%$8.09M$3.69T107.35%
82
Outperform
Amazon7.78%$6.32M$2.29T25.26%
71
Outperform
Nvidia7.05%$5.72M$4.33T84.94%
76
Outperform
Microsoft5.86%$4.76M$2.76T5.00%
79
Outperform
Tesla3.19%$2.59M$1.30T56.25%
73
Outperform
Micron3.06%$2.48M$425.81B476.11%
79
Outperform
Oracle2.53%$2.05M$411.76B15.00%
66
Neutral
TSMC2.38%$1.93M$1.52T144.27%
81
Outperform
Palantir Technologies2.07%$1.68M$358.92B94.09%
74
Outperform
Broadcom1.97%$1.60M$1.58T114.04%
76
Outperform

YNOT Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
28.04
Negative
100DMA
28.34
Negative
200DMA
Market Momentum
MACD
-0.34
Negative
RSI
48.41
Neutral
STOCH
81.15
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For YNOT, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 27.24, equal to the 50-day MA of 28.04, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.34 indicates Negative momentum. The RSI at 48.41 is Neutral, neither overbought nor oversold. The STOCH value of 81.15 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for YNOT.

YNOT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$83.60M0.75%
74
Outperform
$96.30M0.50%
72
Outperform
$90.12M1.00%
68
Neutral
$43.48M1.00%
57
Neutral
$29.71M0.75%
72
Outperform
$26.69M0.55%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
YNOT
Horizon Digital Frontier ETF
27.19
1.97
7.81%
FDCF
Fidelity Disruptive Communications ETF
FFND
Future Fund Active ETF
NXTE
AXS Green Alpha ETF
DARP
Grizzle Growth Etf
NBDS
Neuberger Berman Disrupters 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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