AIUP - ETF AI Analysis
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FINQ FIRST U.S. Large Cap AI-Managed Equity ETF (AIUP)
Rating:74Outperform
Price Target:―
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 Technology and AI-Related Holdings
Top positions in major technology and internet companies that have generally performed well this year have helped support the fund’s returns.
Focused Growth Exposure
Heavy weights in technology, consumer cyclical, and communication services give investors targeted exposure to growth-oriented sectors that can benefit from innovation and digital trends.
Negative Factors
High Stock Concentration
A small number of large positions, especially in a few big tech names, make up a significant share of the portfolio and increase single-stock risk.
Sector Concentration Risk
More than half of the fund is in technology and much of the rest in a few growth sectors, so a downturn in these areas could hurt performance more than a broadly diversified fund.
Relatively High Expense Ratio
The fund’s management fee is on the higher side for an ETF, which can gradually reduce net returns compared with lower-cost alternatives.
AIUP vs. SPDR S&P 500 ETF (SPY)
AUM4.14M
RegionNorth America
Expense Ratio0.70%
Beta1.38
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. Volume793
30 Day Avg. Volume1,943
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
36.65Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering16
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AIUP Summary
The FINQ FIRST U.S. Large Cap AI-Managed Equity ETF (AIUP) is an actively managed fund that uses artificial intelligence to pick a smaller group of stocks from the S&P 500, rather than owning the whole index. It focuses mainly on large U.S. technology and internet-related companies, including well-known names like Amazon and Microsoft. Someone might invest in this ETF if they want growth potential from leading U.S. large-cap stocks and like the idea of an AI-driven, focused portfolio instead of a broad market fund. A key risk is that it is heavily tilted toward tech and can go up and down 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
AIUP is leaning heavily on U.S. mega-cap growth, with Amazon, Meta, and Nvidia forming the core engine of the fund. Nvidia has been a bright spot, rising on the back of AI and data center momentum, while Amazon looks more mixed, with longer-term strength but some recent wobbling. Meta, meanwhile, has been lagging, losing steam despite its AI ambitions. In the consumer space, DoorDash is volatile but rising lately, and Palo Alto Networks has been a standout winner in tech security. Overall, the ETF is firmly U.S.-focused and concentrated in Big Tech and digital platforms.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Meta Platforms | 15.04% | $621.95K | $1.48T | -14.58% | 76 Outperform | |
| Amazon | 14.72% | $608.86K | $2.61T | 12.14% | 71 Outperform | |
| Nvidia | 14.71% | $608.06K | $4.71T | 22.22% | 76 Outperform | |
| AppLovin | 4.77% | $197.12K | $177.06B | 57.73% | 74 Outperform | |
| Microsoft | 4.74% | $196.03K | $2.90T | -22.12% | 79 Outperform | |
| Visa | 4.74% | $195.91K | $682.30B | -0.66% | 70 Outperform | |
| Mastercard | 4.71% | $194.72K | $476.60B | -5.48% | 75 Outperform | |
| DoorDash | 4.68% | $193.35K | $83.66B | -23.67% | 76 Outperform | |
| Palo Alto Networks | 4.67% | $193.17K | $283.67B | 65.22% | 73 Outperform | |
| Boston Scientific | 4.59% | $189.99K | $67.09B | -55.77% | 79 Outperform |
AIUP Technical Analysis
Positive
―
Price Trends
27.15
Positive
25.98
Positive
Market Momentum
0.18
Negative
59.25
Neutral
96.85
Negative
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 26.92, equal to the 50-day MA of 27.15, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.18 indicates Negative momentum. The RSI at 59.25 is Neutral, neither overbought nor oversold. The STOCH value of 96.85 is Negative, 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
27.84
2.96
11.90%
ACEP
ARS Core Equity Portfolio ETF
―
―
―
FCUS
Pinnacle Focused Opportunities ETF
―
―
―
JOYT
JPMorgan Equity and Options Total Return ETF
―
―
―
EGGQ
NestYield Visionary ETF
―
―
―
JHDG
John Hancock Hedged Equity 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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