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ESUM - ETF AI Analysis

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ESUM

Eventide Us Market Etf (ESUM)

Rating:71Outperform
Price Target:
ESUM, the Eventide US Market ETF, earns a solid overall rating driven largely by strong, growth-focused holdings like Nvidia and Micron, which benefit from leading positions in AI and data center technologies. However, some holdings such as Home Depot and Eli Lilly face challenges like high leverage, cash flow concerns, and bearish technical signals, which slightly weigh on the fund’s appeal. The main risk factor is the ETF’s meaningful exposure to richly valued, AI-related semiconductor stocks, which could be vulnerable if growth expectations or market sentiment weaken.
Positive Factors
Strong Year-to-Date Results
The ETF has delivered solid gains so far this year, indicating that its overall strategy has been working well recently.
Leading Technology and Chip Holdings
Several major technology and semiconductor names in the top holdings have shown strong performance, helping drive the fund’s returns.
Broad Sector Diversification
Exposure across many sectors, including technology, industrials, financials, health care, and energy, helps spread risk across different parts of the economy.
Negative Factors
High U.S.-Only Concentration
Almost all assets are invested in U.S. companies, which limits international diversification and ties the fund closely to the U.S. market.
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can make the ETF more sensitive to swings in that sector.
Moderately High Expense Ratio
The fund’s expense ratio is higher than many broad market index ETFs, meaning a larger slice of returns goes to fees each year.

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

ESUM Summary

The Eventide US Market ETF (ESUM) is an actively managed fund that aims to cover the whole U.S. stock market, from large, well-known companies to smaller, fast-growing firms. It focuses on the total market and follows an ethical investing approach, avoiding businesses that don’t meet its values. The fund is heavily invested in technology and industrial companies, with well-known names like Nvidia and Exxon Mobil among its top holdings. Investors might consider ESUM for broad diversification and long-term growth, but should know it can rise and fall with the overall U.S. stock market and is especially sensitive to tech stock swings.
How much will it cost me?The Eventide US Market ETF (EUSM) has an expense ratio of 0.39%, which means you’ll pay $3.90 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, aiming to provide ethical and diversified exposure to the U.S. stock market. Active management typically involves more research and decision-making, which can increase costs.
What would affect this ETF?The Eventide US Market ETF (EUSM) could benefit from growth in the technology sector, which makes up a significant portion of its holdings, especially if innovation and demand for tech products continue to rise. However, it may face challenges if interest rates increase, as this can negatively impact growth-oriented sectors like technology and consumer cyclical. Additionally, broader economic conditions in the U.S., such as a potential recession or regulatory changes, could influence the performance of its diverse portfolio.

ESUM Top 10 Holdings

This ETF leans heavily into U.S. tech, with Nvidia, Micron, AMD, and Lam Research doing most of the heavy lifting as AI-related chip names keep rising and setting the tone for performance. Broadcom is more mixed lately, adding some strength but also showing a few wobbles. Outside tech, Caterpillar has been a steady workhorse, while Exxon Mobil has been losing steam and holding back returns. With all of its exposure in the U.S. and a clear tilt toward semiconductors, the fund’s fortunes are closely tied to the next move in Big Tech and AI.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia7.06%$12.92M$5.02T24.17%
76
Outperform
Broadcom2.73%$5.00M$1.84T39.87%
76
Outperform
Micron2.31%$4.23M$1.10T773.60%
79
Outperform
Exxon Mobil1.93%$3.53M$628.76B40.50%
74
Outperform
Advanced Micro Devices1.81%$3.32M$887.75B248.14%
73
Outperform
Automatic Data Processing1.65%$3.03M$98.42B-20.09%
70
Outperform
Eli Lilly & Co1.60%$2.94M$1.11T47.13%
72
Outperform
Home Depot1.45%$2.65M$330.64B-11.89%
66
Neutral
Union Pacific1.44%$2.64M$174.04B26.90%
72
Outperform
Caterpillar1.43%$2.62M$409.95B107.98%
76
Outperform

ESUM Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
29.72
Positive
100DMA
28.45
Positive
200DMA
27.77
Positive
Market Momentum
MACD
0.10
Positive
RSI
49.89
Neutral
STOCH
19.77
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ESUM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.22, equal to the 50-day MA of 29.72, and equal to the 200-day MA of 27.77, indicating a neutral trend. The MACD of 0.10 indicates Positive momentum. The RSI at 49.89 is Neutral, neither overbought nor oversold. The STOCH value of 19.77 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ESUM.

ESUM Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$183.03M0.39%
71
Outperform
$977.28M0.59%
69
Neutral
$868.42M0.18%
71
Outperform
$817.70M1.30%
65
Neutral
$801.53M0.45%
74
Outperform
$766.59M0.22%
62
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
ESUM
Eventide Us Market Etf
30.01
3.59
13.59%
SYLD
Cambria Shareholder Yield ETF
VFMF
Vanguard U.S. Multifactor ETF
ULTY
YieldMax Ultra Option Income Strategy ETF
BGDV
Bahl & Gaynor Dividend ETF
AVTM
Avantis Total Equity Markets 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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