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BOBP - ETF AI Analysis

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BOBP

CORE16 Best of Breed Premier Index ETF (BOBP)

Rating:66Neutral
Price Target:
BOBP’s rating suggests it is a solid but not top-tier ETF, mainly driven by strong holdings like Micron, Lam Research, KLA, and Quanta Services, which benefit from robust financial performance, positive earnings calls, and strategic positioning in AI and advanced technologies. These strengths are partly offset by names like SanDisk and Teradyne, where valuation and profitability challenges, along with some operational and segment-specific issues, weigh on the fund. A key risk factor is the ETF’s meaningful exposure to AI- and semiconductor-related companies, which can increase sensitivity to sector-specific slowdowns, regulatory changes, and high-valuation pullbacks.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating positive momentum.
High-Performing Top Holdings
Several of the largest positions, especially in technology and related industries, have delivered strong year-to-date returns that support the fund’s overall results.
Focused Sector Exposure
A significant allocation to technology and industrials gives investors targeted exposure to areas that have been performing well.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns.
Sector Concentration Risk
Heavy weighting in technology and industrials means the fund could be hit hard if these sectors weaken.
Limited International Diversification
With most assets in U.S. companies and only small exposure to Canada and the UK, the ETF offers limited geographic diversification.

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

BOBP Summary

The CORE16 Best of Breed Premier Index ETF (BOBP) follows the Core16 Best of Breed Premier index, which holds 50 large U.S. companies chosen for their strength and growth potential. It spreads your money across several sectors, with a big focus on technology and industrials. Well-known holdings include Intel and Corning. The fund also keeps 10–20% in cash to help smooth out big market swings and be ready to buy when opportunities appear. This ETF may appeal to investors seeking growth and diversification in strong large companies, but its value can still go up and down with the stock market, especially tech stocks.
How much will it cost me?The CORE16 Best of Breed Premier Index ETF (BOBP) has an expense ratio of 0.7%, meaning you’ll pay $7 per year for every $1,000 invested. This is higher than average because the fund is actively managed and employs strategies like a cash drag to reduce volatility and seize market opportunities.
What would affect this ETF?The CORE16 Best of Breed Premier Index ETF (BOBP) could benefit from growth in the technology and industrial sectors, which make up a significant portion of its holdings, especially if innovation and infrastructure spending continue to rise. However, the ETF's exposure to consumer cyclical and communication services sectors may face challenges during economic downturns or periods of high inflation, which could impact consumer spending and advertising revenue. Additionally, its cash drag strategy may limit gains during strong bull markets but provides stability during volatile periods.

BOBP Top 10 Holdings

BOBP is leaning heavily into U.S. tech and industrial names, with a clear tilt toward the semiconductor story. Micron, AMD, and Lam Research are all rising on the back of AI and chip demand, giving the fund much of its current spark, while Corning and Quanta Services add a steadier, infrastructure-flavored backbone. Teradyne and Monolithic Power look more mixed, occasionally losing steam and softening the overall ride. With all holdings in U.S. large caps and a notable tech cluster, the ETF’s fortunes are closely tied to the chip cycle.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
9.62%$60.74K
SanDisk Corp4.17%$26.34K$293.23B4559.06%
55
Neutral
Lam Research3.79%$23.93K$458.72B316.36%
77
Outperform
Micron3.63%$22.91K$1.11T807.87%
79
Outperform
KLA3.44%$21.70K$332.50B187.34%
77
Outperform
Teradyne2.72%$17.16K$63.12B393.17%
71
Outperform
CH Robinson2.60%$16.44K$22.84B102.70%
72
Outperform
Corning2.40%$15.18K$154.23B269.99%
74
Outperform
Applied Materials2.36%$14.92K$450.37B231.79%
77
Outperform
Steel Dynamics2.21%$13.98K$40.78B106.02%
76
Outperform

BOBP Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
30.08
Positive
100DMA
28.41
Positive
200DMA
27.16
Positive
Market Momentum
MACD
0.46
Positive
RSI
62.75
Neutral
STOCH
81.80
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BOBP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 31.20, equal to the 50-day MA of 30.08, and equal to the 200-day MA of 27.16, indicating a bullish trend. The MACD of 0.46 indicates Positive momentum. The RSI at 62.75 is Neutral, neither overbought nor oversold. The STOCH value of 81.80 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BOBP.

BOBP Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$631.99K0.70%
66
Neutral
$99.32M0.45%
69
Neutral
$98.87M0.60%
71
Outperform
$97.98M0.49%
71
Outperform
$91.22M0.80%
68
Neutral
$89.95M0.22%
74
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BOBP
CORE16 Best of Breed Premier Index ETF
32.65
8.74
36.55%
ACEP
ARS Core Equity Portfolio ETF
ALTL
Pacer Lunt Large Cap Alternator ETF
JHDG
John Hancock Hedged Equity ETF
FCUS
Pinnacle Focused Opportunities ETF
PQUS
Pictet AI Enhanced US 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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