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BFRE - ETF AI Analysis

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Rating:72Outperform
Price Target:
BFRE, the Westwood LBRTY Global Equity ETF, earns a solid overall rating largely because it is anchored by high-quality tech leaders like Microsoft, Apple, and Alphabet, which benefit from strong financial performance and long-term growth drivers in cloud, AI, and services. These strengths are partly offset by holdings such as Bank of America and Eli Lilly, where leverage and cash flow challenges introduce some risk. The main risk factor for the fund is its meaningful concentration in large technology and AI-focused companies, which can increase volatility if that sector faces a downturn.
Positive Factors
Global Diversification
The fund invests mostly in U.S. stocks but also holds positions across several other developed markets, which helps spread country-specific risk.
Balanced Sector Mix
Holdings are spread across technology, financials, consumer, industrial, health care, and other sectors, reducing the impact of weakness in any single industry.
Solid Recent Fund Performance
The ETF has shown steady gains over the past three months and year-to-date, indicating positive recent momentum at the fund level.
Negative Factors
High U.S. Concentration
With the vast majority of assets in U.S. companies, the fund is heavily tied to the performance of the U.S. market.
Mixed Performance Among Top Holdings
Several of the largest positions, including major technology names, have shown weak performance this year, which can drag on overall returns.
Moderate Expense Ratio for a Small Fund
The fund charges a mid-range fee while managing a relatively small asset base, which may be less cost-efficient than larger, cheaper ETFs.

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

BFRE Summary

The Westwood LBRTY Global Equity ETF (BFRE) follows the TOBAM LBRTY All World Equity Index, which invests in companies from countries considered politically free and democratic. It holds a wide mix of global stocks, with a big share in U.S. companies and sectors like technology and finance. Well-known holdings include Microsoft and Apple. Someone might invest in BFRE to get broad global stock market exposure while aligning with democratic and ethical values. A key risk is that it is heavily invested in stocks, especially tech, so its price can rise and fall sharply with global markets.
How much will it cost me?The Westwood LBRTY Global Equity ETF (Ticker: BFRE) has an expense ratio of 0.5%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on a unique strategy of investing in companies from democratic countries. Active management typically involves more research and oversight, which increases costs.
What would affect this ETF?The Westwood LBRTY Global Equity ETF (BFRE) could benefit from positive trends in the technology sector, which makes up a significant portion of its holdings, as well as global economic growth in democratic countries. However, it may face challenges from geopolitical tensions, regulatory changes, or economic downturns in its target regions, which could impact the performance of its top holdings like Nvidia, Microsoft, and Apple.

BFRE Top 10 Holdings

BFRE is leaning heavily on Big Tech, with Nvidia, Apple, Microsoft, Amazon, Alphabet, Meta, and Broadcom forming the core engine of returns. Nvidia and Meta are still humming along, helping to offset Microsoft and Amazon, which have been losing a bit of altitude lately. Apple and Alphabet look more mixed, sometimes pulling their weight, sometimes just coasting. Financials like Goldman Sachs and Bank of America add a steadier, more traditional ballast. Overall, it’s a globally diversified fund in theory, but in practice the story is dominated by U.S. tech giants.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia4.52%$103.16K$4.43T57.32%
76
Outperform
Apple3.58%$81.56K$3.89T11.21%
79
Outperform
Microsoft3.57%$81.29K$2.96T2.56%
79
Outperform
Amazon3.24%$73.95K$2.24T1.64%
71
Outperform
Alphabet Class A2.90%$66.02K$3.71T79.34%
85
Outperform
Meta Platforms2.38%$54.16K$1.65T2.12%
76
Outperform
Broadcom2.36%$53.77K$1.51T70.06%
76
Outperform
Goldman Sachs Group2.17%$49.50K$255.71B48.28%
73
Outperform
Bank of America2.00%$45.49K$357.47B16.73%
72
Outperform
Eli Lilly & Co1.75%$39.91K$960.31B11.73%
72
Outperform

BFRE Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
30.16
Positive
100DMA
29.70
Positive
200DMA
28.45
Positive
Market Momentum
MACD
0.06
Positive
RSI
52.77
Neutral
STOCH
7.86
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BFRE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.37, equal to the 50-day MA of 30.16, and equal to the 200-day MA of 28.45, indicating a bullish trend. The MACD of 0.06 indicates Positive momentum. The RSI at 52.77 is Neutral, neither overbought nor oversold. The STOCH value of 7.86 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BFRE.

BFRE Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
72
Outperform
$95.20M3.19%
79
Outperform
$93.40M0.99%
62
Neutral
$81.50M0.69%
67
Neutral
$76.62M0.65%
66
Neutral
$69.72M0.73%
70
Outperform
Performance Comparison
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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