AIUP - ETF AI Analysis
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FINQ FIRST U.S. Large Cap AI-Managed Equity ETF (AIUP)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The fund has delivered solid gains so far this year, showing that its strategy has worked reasonably well in the current market.
Leading AI and Tech Exposure
Top holdings like Nvidia, Alphabet, and Palo Alto Networks give investors exposure to companies benefiting from strong trends in technology and artificial intelligence.
Sector Diversification Within Growth Areas
While tilted toward technology and communication services, the ETF also includes consumer, health care, materials, and financial stocks, helping spread risk across several industries.
Negative Factors
High Concentration in a Few Stocks
Nvidia, Amazon, and Meta together make up a large portion of the portfolio, which increases the impact that any one of these companies can have on the fund’s returns.
Several Top Holdings Are Weak This Year
Key positions such as Meta, Salesforce, Boston Scientific, Netflix, Microsoft, and Synopsys have been lagging, which can drag on overall performance if this continues.
Higher Expense Ratio
The ETF charges a relatively high fee compared with many broad U.S. large-cap index funds, meaning more of the return is eaten up by costs.
AIUP vs. SPDR S&P 500 ETF (SPY)
AUM4.50M
RegionNorth America
Expense Ratio0.70%
Beta1.44
IssuerFINQ
Inception DateFeb 06, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,900
30 Day Avg. Volume1,672
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
39.64Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering16
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AIUP Summary
FINQ FIRST U.S. Large Cap AI-Managed Equity ETF (AIUP) is an actively managed fund that picks a smaller group of big U.S. companies from the S&P 500 using an artificial intelligence model instead of tracking a standard index. It leans heavily toward technology and communication stocks and holds well-known names like Nvidia and Amazon. Someone might invest in AIUP if they want a focused, AI-driven approach that aims for growth by choosing what the model sees as the most attractive large U.S. stocks. A key risk is that the fund is concentrated in tech-related companies, so its price can swing more than the overall market.
How much will it cost me?This ETF has an annual expense ratio of 0.70%, which means you’ll pay about $7 per year for every $1,000 you invest. That’s higher than the cost of a typical index ETF because this fund is actively managed using AI and quantitative models rather than simply tracking a broad market index.
What would affect this ETF?This ETF is heavily invested in large U.S. technology and consumer-focused companies like Amazon, Meta, Nvidia, and Microsoft, so it could benefit if innovation, digital advertising, e-commerce, and AI-related spending continue to grow, especially in a stable or falling interest rate environment that supports growth stocks. On the other hand, it could be hurt by higher interest rates, tighter rules on big tech or data use, economic slowdowns that reduce online spending and advertising, or if its AI-driven stock-picking models fail to adapt well to sudden market shifts.
AIUP Top 10 Holdings
This AI-driven ETF is leaning heavily into U.S. Big Tech and chips, with Amazon and Nvidia doing much of the heavy lifting as their AI and cloud stories keep investors interested. Microsoft has been another steady engine, helped by its push into AI software and cloud services. On the flip side, Meta has been losing steam lately, acting more like a brake than a booster. Memory and storage names like Western Digital and Seagate are rising, giving the fund an extra tailwind from the semiconductor and data infrastructure boom, all within a U.S.-only lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 15.02% | $677.79K | $3.81T | 1.35% | 79 Outperform | |
| Micron | 14.99% | $676.29K | $1.05T | 683.85% | 79 Outperform | |
| Amazon | 14.22% | $641.68K | $2.87T | 16.34% | 71 Outperform | |
| CrowdStrike Holdings | 5.31% | $239.59K | $223.63B | 106.18% | 67 Neutral | |
| Dell Technologies | 4.73% | $213.46K | $295.77B | 273.51% | 65 Neutral | |
| Palantir Technologies | 4.72% | $213.08K | $447.67B | 18.88% | 74 Outperform | |
| Western Digital | 4.72% | $212.98K | $165.65B | 471.88% | 77 Outperform | |
| Arista Networks | 4.70% | $211.95K | $246.42B | 43.08% | 83 Outperform | |
| Axon Enterprise | 4.63% | $209.03K | $48.80B | -19.61% | 58 Neutral | |
| Advanced Micro Devices | 4.63% | $208.78K | $760.05B | 186.28% | 73 Outperform |
AIUP Technical Analysis
Positive
―
Price Trends
28.26
Positive
27.62
Positive
Market Momentum
0.48
Positive
57.94
Neutral
47.00
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AIUP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 29.84, equal to the 50-day MA of 28.26, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.48 indicates Positive momentum. The RSI at 57.94 is Neutral, neither overbought nor oversold. The STOCH value of 47.00 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AIUP.
AIUP Peer Comparison
Comparison Results
Performance Comparison
AIUP
FINQ FIRST U.S. Large Cap AI-Managed Equity ETF
29.99
5.11
20.54%
PRMR
PeakShares RMR Prime Equity ETF
―
―
―
FCUS
Pinnacle Focused Opportunities ETF
―
―
―
EGGQ
NestYield Visionary ETF
―
―
―
RWLC
Rayliant Quantitative Developed Market Equity ETF
―
―
―
LCF
Touchstone US Large Cap Focused 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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