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ACTS - ETF AI Analysis

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ACTS

FIS Tactical Equity ETF (ACTS)

Rating:72Outperform
Price Target:
ACTS (FIS Tactical Equity ETF) has an overall rating that suggests it holds generally solid, but not flawless, holdings with a tilt toward companies showing strong financial performance and growth potential. Higher-quality positions like TIMB, APG, IBKR, MPWR, and CRS support the fund’s rating through robust earnings, positive outlooks, and strategic expansions, while names such as BE, VSEC, and CASY introduce some drag due to bearish technical trends, higher leverage, or potential overvaluation. The main risk factor is that several key holdings show signs of rich valuations or negative technical momentum, which could increase volatility if market conditions worsen.
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the past month, showing solid recent momentum.
Leading Holdings Performing Well
Most of the top positions, including key technology and industrial names, have shown strong year-to-date performance, helping drive the fund’s returns.
Broad Sector Mix
Holdings spread across technology, industrials, financials, consumer, health care, and other sectors help reduce reliance on any single industry.
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.
Small Asset Base
With a relatively low level of assets under management, the ETF may face higher trading spreads and a greater risk of closure than larger funds.
Heavy U.S. Concentration
The portfolio is overwhelmingly invested in U.S. stocks, offering very limited geographic diversification outside the United States.

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

ACTS Summary

FIS Tactical Equity ETF (ACTS) is an actively managed fund that invests mainly in U.S. stocks across many sizes and sectors, with a focus on technology, industrials, and financials. It follows a faith-based theme aligned with Christian values, avoiding companies that don’t meet those standards. The fund holds companies like Bloom Energy and Interactive Brokers, and aims to be a one-stop, globally minded stock holding for investors who want both broad market exposure and values-based investing. A key risk is that, as a stock-focused fund with a tilt toward tech, its value can rise and fall sharply with the stock market.
How much will it cost me?This ETF has an expense ratio of 0.69%, which means you’ll pay about $6.90 per year for every $1,000 invested. That’s higher than the average ETF because it’s actively managed and uses a specialized, faith-based investment approach instead of simply tracking a broad market index.
What would affect this ETF?This global, actively managed ETF could benefit if technology and industrial companies continue to grow, if the world economy stays healthy, and if its managers make good tactical calls across regions and sectors. On the other hand, it may face challenges from rising interest rates or a global slowdown that hurts stocks broadly, underperformance in its concentrated top holdings, or if its faith-based screens cause it to miss out on strong-performing companies in excluded industries.

ACTS Top 10 Holdings

ACTS is leaning into a mix of industrial and tech names, with Amkor and Monolithic Power acting as key growth engines thanks to their rising momentum in chips and electronics. Bloom Energy has been another bright spot, powering ahead on clean-energy optimism, while Carpenter Technology and VSE add an industrial backbone that’s been steadily climbing. On the flip side, Brazil’s TIM is losing a bit of steam lately, modestly dragging on returns. Overall, the fund is globally diversified but still feels anchored in U.S.-centric tech and industrial themes.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Bloom Energy6.00%$554.24K$77.05B1114.20%
62
Neutral
Carpenter Technology5.54%$512.43K$29.67B114.31%
75
Outperform
Amkor5.40%$498.76K$17.26B195.61%
69
Neutral
VSE5.31%$490.68K$6.52B75.21%
67
Neutral
FirstCash4.99%$461.48K$9.73B66.70%
74
Outperform
Interactive Brokers4.76%$440.03K$40.69B67.02%
75
Outperform
Casey's General4.27%$394.72K$29.51B56.55%
68
Neutral
Monolithic Power4.14%$382.58K$63.29B81.62%
75
Outperform
TIM3.67%$339.59K$10.60B7.17%
81
Outperform
APi Group3.57%$329.71K$18.35B24.90%
79
Outperform

ACTS Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
27.93
Negative
100DMA
200DMA
Market Momentum
MACD
0.07
Positive
RSI
43.84
Neutral
STOCH
20.86
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ACTS, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 28.29, equal to the 50-day MA of 27.93, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.07 indicates Positive momentum. The RSI at 43.84 is Neutral, neither overbought nor oversold. The STOCH value of 20.86 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ACTS.

ACTS Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$9.37M0.69%
72
Outperform
$99.90M0.63%
70
Neutral
$96.48M1.02%
62
Neutral
$87.08M0.73%
71
Outperform
$76.94M0.65%
68
Neutral
$73.74M0.75%
56
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ACTS
FIS Tactical Equity ETF
27.39
3.28
13.60%
RJDI
RJ Eagle GCM Dividend Select Income ETF
GINX
SGI Enhanced Global Income ETF
GOP
Unusual Whales Subversive Republican Trading ETF
SAGP
Strategas Global Policy Opportunities ETF
MNVT
Moonvest 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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