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BAY - ETF AI Analysis

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BAY

Corgi Bay Area Based ETF (BAY)

Rating:72Outperform
Price Target:
BAY, the Corgi Bay Area Based ETF, has a solid overall rating driven mainly by high-quality tech leaders like Alphabet, Apple, and Nvidia, which benefit from strong financial performance, positive earnings sentiment, and growth opportunities in AI, cloud, and services. These strengths are partly offset by weaker spots such as Intel’s profitability and cash flow challenges and some holdings facing high valuations or mixed technical signals, which can limit upside. The main risk factor is the fund’s heavy concentration in large technology and semiconductor names, making it more sensitive to swings in that sector.
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past month, showing positive recent momentum.
Leading Technology Holdings
Many of the largest positions are well-known technology companies with strong or very strong recent performance, which has helped drive the fund’s returns.
Reasonable Expense Ratio
The fund’s expense ratio is relatively low, which helps investors keep more of the returns generated by the portfolio.
Negative Factors
Heavy Technology Concentration
A large majority of the portfolio is invested in the technology sector, which can increase risk if that sector experiences a downturn.
Limited Geographic Diversification
Almost all of the ETF’s holdings are in U.S. companies, offering little protection if the U.S. market struggles compared with other regions.
Some Lagging Top Holdings
A few of the larger positions have shown weak recent performance, which could weigh on the fund if those stocks do not recover.

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

BAY Summary

Corgi Bay Area Based ETF (BAY) is an actively managed fund that focuses on companies headquartered in the San Francisco Bay Area, a region known for technology and innovation rather than tracking a traditional index. It holds many well-known names like Apple and Nvidia, along with other tech, finance, and healthcare firms of different sizes. Someone might invest in BAY to get targeted exposure to the growth potential of the Bay Area economy while still owning a mix of companies. A key risk is that the fund is heavily tilted toward tech and one region, so its price can rise or fall sharply with local and tech-sector conditions.
How much will it cost me?This ETF has an expense ratio of 0.20%, which means you’ll pay about $2 per year for every $1,000 invested. That cost is a bit higher than many low-cost index ETFs because this fund is actively managed, with managers researching and selecting Bay Area companies rather than simply tracking a broad market index.
What would affect this ETF?This ETF could benefit if demand for technology, digital advertising, and electronic payments stays strong, especially for major Bay Area companies like Apple, Nvidia, Alphabet, and Visa, and if the U.S. economy and innovation in areas like chips and software continue to grow. On the other hand, it could be hurt by higher interest rates that pressure growth stocks, tighter tech regulations, slowdowns in U.S. economic activity, or any downturn that hits the Bay Area’s tech-heavy economy particularly hard.

BAY Top 10 Holdings

BAY is essentially a Bay Area tech rocket, with heavy exposure to U.S.-based chip and platform giants. AMD, Intel, and Lam Research are doing the heavy lifting, with rising share prices that give the fund a strong semiconductor backbone. Apple and Nvidia, while still powerhouse names, have been more mixed lately and aren’t pulling quite as hard as before, while Meta looks like it’s losing a bit of steam and dragging on returns. Outside of tech and communication names like Alphabet, other sectors play more of a supporting cameo than a leading role.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Apple7.51%$151.23K$4.53T47.93%
79
Outperform
Nvidia6.37%$128.20K$4.71T22.22%
76
Outperform
Alphabet Class A4.51%$90.70K$4.34T110.50%
85
Outperform
Advanced Micro Devices4.32%$86.99K$844.36B274.48%
73
Outperform
Broadcom3.76%$75.69K$1.71T36.42%
76
Outperform
Meta Platforms3.65%$73.45K$1.48T-14.58%
76
Outperform
Visa3.28%$65.91K$682.30B-0.66%
70
Outperform
Intel3.18%$64.03K$604.88B367.95%
64
Neutral
Applied Materials2.94%$59.10K$478.79B184.37%
77
Outperform
Palo Alto Networks2.91%$58.47K$283.67B65.22%
73
Outperform

BAY Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
100DMA
200DMA
Market Momentum
MACD
0.31
Negative
RSI
59.03
Neutral
STOCH
68.42
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BAY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.56, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.31 indicates Negative momentum. The RSI at 59.03 is Neutral, neither overbought nor oversold. The STOCH value of 68.42 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BAY.

BAY Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.01M0.20%
72
Outperform
$96.79M0.89%
72
Outperform
$96.27M0.75%
68
Neutral
$91.70M0.65%
66
Neutral
$86.31M0.52%
71
Outperform
$79.77M0.59%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BAY
Corgi Bay Area Based ETF
29.32
2.81
10.60%
BAMD
Brookstone Dividend Stock ETF
SOVF
Sovereign's Capital Flourish Fund
YALL
God Bless America ETF
RFDA
RiverFront Dynamic US Dividend Advantage ETF
PFOE
Pathfinder Focused Opportunities 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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