CVAR - ETF AI Analysis
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Cultivar ETF (CVAR)
CVAR is an ETF whose rating reflects a mix of solid growth-focused holdings and a few more challenged names. Strong contributors like Paycom, with robust revenue growth and strategic investments, and Core Laboratories, with healthy finances and momentum, help support the fund’s quality, while weaker holdings such as Alexandria Real Estate, which faces profitability and occupancy issues, weigh on the overall assessment. The main risk factor is that several holdings show bearish technical trends or valuation concerns, which could increase volatility even though the underlying businesses have positive long-term prospects.
CVAR vs. SPDR S&P 500 ETF (SPY)
- AUM
- 47.23M
- Region
- North America
- Expense Ratio
- 0.87%
- Beta
- 0.54
- Issuer
- Cultivar
- Inception Date
- Dec 21, 2021
- Dividend Yield
- 1.36%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
CVAR Summary
CVAR, the Cultivar ETF, is a fund that invests across the total U.S. stock market with a focus on value companies—businesses that appear underpriced but have solid fundamentals. It does not track a specific index, but follows a value investing theme, spreading money across sectors like health care, technology, and consumer goods. Well-known holdings include Kimberly-Clark and Dollar General. Someone might invest in CVAR to get broad diversification while aiming for long-term growth from undervalued stocks. A key risk is that value stocks can stay out of favor for long periods, and the ETF’s price can go up and down with the overall market.
How much will it cost me?
CVAR has an expense ratio of 0.87%, which means you’ll pay about $8.70 per year for every $1,000 invested. This is higher than the average ETF because CVAR is actively managed, using a specialized value-investing approach across the total market instead of simply tracking a basic index.
What would affect this ETF?
CVAR could benefit if the U.S. economy grows steadily and investors rotate into value stocks, supporting its mix of health care, technology, and consumer defensive companies like Humana, Paycom, and Dollar General. On the downside, higher interest rates, pressure on U.S. corporate profits, or regulatory changes in health care and technology could hurt these sectors and delay the market recognizing the value in its holdings.
CVAR Top 10 Holdings
CVAR is leaning heavily into U.S. health care and tech, and that’s where most of the action is. Illumina and Qorvo have been rising, giving the fund a helpful lift from both biotech tools and semiconductors. Veeva and Paycom are also contributing, with steadier but still constructive momentum in cloud software. On the flip side, Kimberly-Clark looks like it’s losing steam, while Alexandria Real Estate is dragging performance as real estate sentiment softens. Overall, it’s a U.S.-centric value play with a clear tilt toward innovative health care and tech names.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 HCSG | Healthcare Services | 2.55% | $1.20M | $1.62B | 25.12% | 72Outperform |
 PAYC | Paycom | 2.43% | $1.14M | $11.64B | 32.39% | 76Outperform |
 KMB | Kimberly Clark | 2.39% | $1.12M | $36.05B | -10.16% | 63Neutral |
 VEEV | Veeva Systems | 2.30% | $1.08M | $51.46B | 9.09% | 66Neutral |
 CLB | Core Laboratories | 1.90% | $892.09K | $481.33M | -36.31% | 72Outperform |
 HUM | Humana | 1.82% | $857.10K | $49.46B | 39.71% | 69Neutral |
 SWKS | Skyworks Solutions | 1.90% | $893.41K | $20.51B | 8.68% | 70Outperform |
 ACN | Accenture | 1.73% | $813.44K | $143.86B | -3.93% | 79Outperform |
 DG | Dollar General | 1.71% | $803.58K | $27.84B | 23.79% | 73Outperform |
 ARE | Alexandria Equities | 1.57% | $738.85K | $6.95B | -36.59% | 47Neutral |
CVAR Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CVAR, the sentiment is Positive. The current price of 31.93 is above the 20-day moving average (MA) of 31.10, above the 50-day MA of 31.13, and above the 200-day MA of 29.66, indicating a bullish trend. The MACD of 0.40 indicates Negative momentum. The RSI at 63.59 is Neutral, neither overbought nor oversold. The STOCH value of 67.89 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CVAR.
CVAR Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| CVAR | $31.93 | $31.00(-2.92% Downside) | $47.23M | 0.87% | 58Neutral |
 BAMD | $34.36 | $37.77(9.94% Upside) | $99.46M | 0.87% | 70Outperform |
 STNC | $36.86 | $42.15(14.33% Upside) | $91.91M | 0.85% | 68Neutral |
 SASS | $23.74 | $29.69(25.08% Upside) | $75.30M | 0.75% | 68Neutral |
 GVLE | $48.67 | $56.58(16.25% Upside) | $40.49M | 0.45% | 70Outperform |
 USFE | $37.06 | $43.06(16.19% Upside) | $4.81M | 0.45% | 70Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| CVAR | Cultivar ETF | 31.93 | 4.47 | 16.29% | |
| BAMD | Brookstone Dividend Stock ETF | 34.36 | 5.46 | 18.89% | |
| STNC | Stance Equity ESG Large Cap Core ETF | 36.86 | 4.35 | 13.39% | |
| SASS | M.D. Sass Concentrated Value ETF | 23.74 | -1.38 | -5.48% | |
| GVLE | Goldman Sachs Value Opportunities ETF | 48.67 | 9.57 | 24.49% | |
| USFE | First Eagle US Equity ETF | 37.06 | 2.18 | 6.24% |
This 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.