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DFTT - ETF AI Analysis

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DFTT

DF Tactical 30 ETF (DFTT)

Rating:76Outperform
Price Target:
DFTT’s rating reflects a generally solid, growth-oriented portfolio led by major technology names like Alphabet, whose strong financial performance and strategic investments in AI and cloud services support the fund’s quality. Other key holdings such as Micron, Lam Research, Texas Instruments, and Applied Materials further boost the rating with robust earnings and strong positioning in AI and advanced technologies, though some holdings like Intel and others with valuation or debt concerns slightly weigh on the overall assessment and highlight the risk of concentration in tech-related sectors.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the year so far and in recent months, indicating solid recent momentum.
Leading Technology Holdings
Many of the largest positions are well-known technology companies that have delivered strong or very strong performance, helping drive returns.
Sector Diversification Beyond Tech
While technology is the main focus, the fund also holds stocks in communication services, industrials, financials, consumer cyclical, energy, health care, and materials, which adds some diversification.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost options.
Heavy Technology Concentration
More than half of the portfolio is in technology stocks, so the fund is very sensitive to swings in that single sector.
Limited Geographic Diversification
Almost all of the holdings are in U.S. companies, offering little protection if the U.S. market faces a downturn.

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

DFTT Summary

DF Tactical 30 ETF (DFTT) is a U.S. stock fund that follows the DF Risk-Managed Tactical Top 30 Index, holding 30 large American companies with strong recent performance. It is heavily focused on technology and other big, well-known names like Nvidia and Alphabet (Google), with additional exposure to sectors such as industrials and financials. Someone might invest in this ETF to seek growth by riding trends in leading large companies while still getting some diversification across sectors. A key risk is that it is heavily tilted toward tech and momentum stocks, so its price can rise and fall sharply with market swings.
How much will it cost me?The DF Tactical 30 ETF (DFTT) has an expense ratio of 0.7%, meaning you’ll pay $7 per year for every $1,000 invested. This is higher than the average for ETFs because it is actively managed, using a sophisticated strategy to select and monitor the top 30 U.S. large-cap stocks with strong momentum.
What would affect this ETF?The DF Tactical 30 ETF (DFTT) could benefit from continued growth in the technology sector, which makes up over half of its portfolio, especially if innovation and demand for tech products remain strong. However, the ETF may face challenges if interest rates rise, as higher borrowing costs can negatively impact large-cap companies, particularly in sectors like technology and consumer cyclical. Additionally, economic slowdowns or regulatory changes targeting major U.S. corporations could create headwinds for its top holdings.

DFTT Top 10 Holdings

DF Tactical 30 is riding the AI and chip wave, with Micron, AMD, and Applied Materials powering the fund thanks to strong, sustained momentum. Nvidia and Broadcom are still key engines, but their recent trading has been more mixed, hinting that some of the early heat is cooling. On the other side, Big Tech names like Alphabet and Amazon have been lagging lately, acting as a mild brake rather than a boost. With heavy exposure to U.S. technology and communication services, this is very much a domestically focused, momentum-driven bet on the digital economy.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia10.85%$3.73M$4.71T22.22%
76
Outperform
Alphabet Class A9.38%$3.23M$4.34T110.50%
85
Outperform
Amazon6.60%$2.27M$2.61T12.14%
71
Outperform
Broadcom5.26%$1.81M$1.71T36.42%
76
Outperform
Micron4.16%$1.43M$1.10T654.20%
79
Outperform
Advanced Micro Devices3.94%$1.35M$844.36B274.48%
73
Outperform
Applied Materials3.03%$1.04M$478.79B184.37%
77
Outperform
Intel2.98%$1.02M$604.88B367.95%
64
Neutral
Palo Alto Networks2.95%$1.01M$283.67B65.22%
73
Outperform
GE Vernova Inc.2.94%$1.01M$299.11B117.37%
69
Neutral

DFTT Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
30.16
Positive
100DMA
27.84
Positive
200DMA
Market Momentum
MACD
0.14
Positive
RSI
48.22
Neutral
STOCH
27.18
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DFTT, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 31.16, equal to the 50-day MA of 30.16, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.14 indicates Positive momentum. The RSI at 48.22 is Neutral, neither overbought nor oversold. The STOCH value of 27.18 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for DFTT.

DFTT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$32.87M0.70%
76
Outperform
$97.16M0.45%
69
Neutral
$96.55M0.80%
67
Neutral
$93.97M0.35%
73
Outperform
$92.27M0.93%
63
Neutral
$88.28M0.49%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DFTT
DF Tactical 30 ETF
30.45
6.04
24.74%
ACEP
ARS Core Equity Portfolio ETF
FCUS
Pinnacle Focused Opportunities ETF
JOYT
JPMorgan Equity and Options Total Return ETF
EGGQ
NestYield Visionary ETF
JHDG
John Hancock Hedged 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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