AQLG - ETF AI Analysis
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Highland Capital Large Capital Growth ETF (AQLG)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Mega-Cap Tech Leaders
Top holdings like Alphabet, Apple, Amazon, Broadcom, and Micron have shown strong to very strong year-to-date gains, helping drive the fund’s overall performance.
Healthy Exposure to Financials and Technology
Large weights in financial and technology stocks give the ETF access to sectors that have been key drivers of recent market growth.
Focused U.S. Market Exposure
With the vast majority of assets in U.S. companies, the fund offers straightforward exposure to the U.S. large-cap growth market that many investors follow closely.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Sector Concentration Risk
Heavy allocations to financials and technology mean the fund could be hit hard if either of these sectors runs into trouble.
Limited International Diversification
With only a small slice invested outside the U.S., the ETF offers little geographic diversification if the U.S. market underperforms other regions.
AQLG vs. SPDR S&P 500 ETF (SPY)
AUM78.57M
RegionNorth America
Expense Ratio0.65%
Beta0.53
IssuerHCM
Inception DateJun 08, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume10
30 Day Avg. Volume78
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
29.83Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering129
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
AQLG Summary
The Highland Capital Large Capital Growth ETF (AQLG) is an actively managed fund that focuses on large U.S. companies with strong growth potential, rather than tracking a set index. It mainly invests in sectors like technology, financials, and consumer companies. Well-known holdings include Apple and Alphabet (Google’s parent company), along with Amazon and major banks. Someone might invest in AQLG to seek long-term growth from leading U.S. companies while getting diversification across several sectors in a single investment. A key risk is that growth-focused stocks can be more volatile, so the ETF’s price can rise and fall sharply with the market.
How much will it cost me?This ETF has an expense ratio of 0.65%, which means you’ll pay about $6.50 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed, with managers researching and selecting individual large-cap growth stocks rather than just tracking an index.
What would affect this ETF?This U.S. large‑cap growth ETF could benefit if technology and consumer spending stay strong, interest rates stabilize or fall (helping big banks and growth stocks), and the economy continues to expand, supporting companies like Alphabet, Apple, Amazon, and major financials. On the downside, rising interest rates, a U.S. recession, tighter banking regulations, or a pullback in high‑growth tech and financial stocks could hurt performance, and its concentrated, actively managed approach may lead to larger swings than a more diversified index fund.
AQLG Top 10 Holdings
AQLG leans heavily on U.S. large-cap growth, with Big Tech and big banks sharing the driver’s seat. Apple has been a clear bright spot, helping power returns, while Alphabet and Amazon look more mixed, occasionally losing steam after strong runs. On the financial side, Bank of America and regional player Renasant are rising steadily, giving the fund a solid banking backbone, even as Citigroup has been more of a drag lately. Energy name Kinder Morgan adds a steady, income-oriented tilt, rounding out a mostly U.S., tech-and-finance-centric story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 5.07% | $3.89M | $4.54T | 49.21% | 79 Outperform | |
| Alphabet Class A | 4.92% | $3.77M | $4.36T | 91.50% | 85 Outperform | |
| ― | 3.62% | $2.77M | ― | ― | ― | |
| Broadcom | 3.39% | $2.60M | $1.85T | 31.74% | 76 Outperform | |
| Kinder Morgan | 3.36% | $2.57M | $71.66B | 11.03% | 68 Neutral | |
| Citigroup | 3.34% | $2.56M | $227.14B | 45.06% | 68 Neutral | |
| First Horizon | 3.33% | $2.55M | $12.17B | 19.06% | 73 Outperform | |
| Bank of America | 3.22% | $2.47M | $439.63B | 36.27% | 72 Outperform | |
| Amazon | 2.90% | $2.23M | $2.92T | 34.19% | 71 Outperform | |
| Microsoft | 2.79% | $2.14M | $3.45T | -8.96% | 79 Outperform |
AQLG Technical Analysis
Positive
―
Price Trends
Market Momentum
0.28
Negative
65.86
Neutral
92.96
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For AQLG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 26.03, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.28 indicates Negative momentum. The RSI at 65.86 is Neutral, neither overbought nor oversold. The STOCH value of 92.96 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for AQLG.
AQLG Peer Comparison
Comparison Results
Performance Comparison
AQLG
Highland Capital Large Capital Growth ETF
26.59
1.61
6.45%
AFGR
First Trust Active Factor Large Cap Growth ETF
―
―
―
PRXG
Praxis Impact Large Cap Growth ETF
―
―
―
CGGG
Capital Group U.S. Large Growth ETF
―
―
―
EASY
Liberty One Defensive Dividend Growth ETF
―
―
―
IWFG
IQ Winslow Focused Large Cap Growth 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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