BLOK - ETF AI Analysis
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Amplify Transformational Data Sharing Etf (BLOK)
Rating:58Neutral
Price Target:―
Positive Factors
Strong Overall Year-to-Date Performance
The ETF has delivered solid gains so far this year, suggesting its strategy has recently been working well for investors.
Top Holdings with Strong Momentum
Several of the largest positions, including companies focused on mining and semiconductor technology, have shown strong year-to-date performance that supports the fund’s returns.
Sector Focus on Financials and Technology
Heavy exposure to financial and technology companies gives investors targeted access to businesses that are central to blockchain and data-sharing themes.
Negative Factors
High Expense Ratio
The fund’s relatively high fee means more of the investment return is used to cover costs instead of staying in investors’ pockets.
Concentrated Sector Exposure
Large weights in just a few sectors, especially financials and technology, increase the risk that a downturn in these areas could significantly hurt the ETF.
Mixed Performance Among Top Holdings
Some of the biggest positions have shown weak or negative year-to-date performance, which can drag on the fund even when other holdings are doing well.
BLOK vs. SPDR S&P 500 ETF (SPY)
AUM1.07B
RegionGlobal
Expense Ratio0.70%
Beta1.86
IssuerAmplify
Inception DateJan 16, 2018
Dividend Yield0.82%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume201,335
30 Day Avg. Volume302,270
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
87.39Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering48
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
BLOK Summary
BLOK is the Amplify Transformational Data Sharing ETF, focused on companies using or building blockchain technology rather than tracking a traditional stock index. It holds a mix of financial and technology firms that work with digital ledgers, including well-known names like Advanced Micro Devices (AMD) and Robinhood. Someone might invest in BLOK to try to benefit from the long-term growth of blockchain and to get broad exposure to many blockchain-related businesses in one fund. A key risk is that it is heavily tied to the blockchain and crypto-related sector, so its price can swing sharply up or down.
How much will it cost me?The Amplify Transformational Data Sharing ETF (BLOK) has an expense ratio of 0.76%, meaning you’ll pay $7.60 per year for every $1,000 invested. This is higher than average because BLOK is actively managed, focusing on companies involved in blockchain technology, which requires more research and oversight compared to passively managed ETFs that track broad indexes.
What would affect this ETF?BLOK's focus on blockchain technology positions it to benefit from increasing adoption across industries like finance and supply chain management, as well as growing interest in decentralized systems. However, its exposure to volatile sectors like technology and financials, along with reliance on companies tied to cryptocurrency markets, could face challenges from regulatory changes or economic downturns. Global geographic exposure also makes it sensitive to international economic conditions and policy shifts.
BLOK Top 10 Holdings
BLOK is leaning hard into the blockchain ecosystem, with a roster dominated by crypto miners and digital finance names that make this a high-octane, thematically focused fund. Cipher Mining, Hut 8, Core Scientific, and TeraWulf have been rising over the year but are choppy lately, so they act as both the fund’s engine and its main source of turbulence. Galaxy Digital has been mixed, reflecting the ups and downs of the broader crypto market, while steadier tech players like Dell and AMD help smooth the ride. With a global, crypto-heavy tilt, BLOK lives and dies by sentiment around digital assets and blockchain adoption.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Cipher Mining | 4.52% | $48.55M | $9.13B | 352.74% | 56 Neutral | |
| Hut 8 | 3.81% | $40.95M | $12.12B | 453.11% | ― | |
| Galaxy Digital | 3.50% | $37.59M | $8.19B | -21.84% | 70 Outperform | |
| Figure Technology Solutions, Inc. Class A | 3.50% | $37.55M | $5.49B | ― | 68 Neutral | |
| TeraWulf Inc | 3.44% | $36.91M | $8.75B | 271.01% | 50 Neutral | |
| Opera | 3.42% | $36.73M | $1.69B | 19.17% | 67 Neutral | |
| Robinhood | 3.41% | $36.66M | $77.87B | -13.35% | 68 Neutral | |
| Dell Technologies | 3.23% | $34.67M | $262.79B | 218.39% | 65 Neutral | |
| Bed Bath & Beyond | 3.21% | $34.46M | $376.92M | -38.11% | 44 Neutral | |
| Core Scientific Inc | 3.14% | $33.68M | $6.66B | 63.79% | 46 Neutral |
BLOK Technical Analysis
Positive
―
Price Trends
63.04
Negative
60.02
Positive
60.23
Positive
Market Momentum
-0.87
Positive
50.21
Neutral
53.75
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BLOK, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 60.85, equal to the 50-day MA of 63.04, and equal to the 200-day MA of 60.23, indicating a neutral trend. The MACD of -0.87 indicates Positive momentum. The RSI at 50.21 is Neutral, neither overbought nor oversold. The STOCH value of 53.75 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BLOK.
BLOK Peer Comparison
Comparison Results
Performance Comparison
BLOK
Amplify Transformational Data Sharing Etf
61.28
4.32
7.58%
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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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