FCUS - ETF AI Analysis
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Pinnacle Focused Opportunities ETF (FCUS)
FCUS, the Pinnacle Focused Opportunities ETF, has a solid but not top-tier rating, reflecting a mix of strong growth stories and notable risks. Holdings like Corcept Therapeutics, with healthy finances and supportive technical trends, and energy names such as Valero and HF Sinclair, which generate strong cash flow and show strategic growth, help lift the fund’s quality. However, positions in companies like Rubrik and Maxlinear, which face profitability, valuation, and balance sheet challenges, add risk, and the fund’s meaningful exposure to energy and select tech names increases sensitivity to sector-specific swings.
FCUS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 86.02M
- Region
- North America
- Expense Ratio
- 0.80%
- Beta
- 1.59
- Issuer
- Pinnacle
- Inception Date
- Dec 29, 2022
- Dividend Yield
- 3.71%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
FCUS Summary
The Pinnacle Focused Opportunities ETF (FCUS) is an actively managed fund that invests mainly in large U.S. companies, with a strong tilt toward technology, health care, and energy. It does not track a specific index, but instead selects a focused group of stocks that the managers believe have strong growth potential. Well-known holdings include Moderna, Dell Technologies, Micron, and Marathon Petroleum. Someone might invest in FCUS to seek growth by owning a concentrated mix of leading companies across several industries. A key risk is that the fund is heavily tilted toward tech and health care, so its value can rise and fall sharply with those sectors and the overall stock market.
How much will it cost me?
This ETF has an expense ratio of 0.80%, which means you’ll pay about $8 per year for every $1,000 invested. That’s higher than the average ETF because it’s actively managed rather than simply tracking an index.
What would affect this ETF?
FCUS is heavily invested in U.S. large-cap technology and health care companies, so advances in areas like cloud computing, data storage, and biotech, along with a strong U.S. economy and stable interest rates, could support future growth for this ETF. On the other hand, higher interest rates, market downturns that hit growth and tech stocks, regulatory changes in health care or energy, or company-specific setbacks at major holdings like Moderna, Micron, or key refiners could weigh on performance.
FCUS Top 10 Holdings
FCUS is leaning heavily into U.S. tech, with names like Rubrik and Okta doing much of the heavy lifting as their momentum stays strong. Micron and Dell, tied to the AI and hardware story, have been more mixed lately, occasionally losing steam and tempering the upside. Newer chip player Astera Labs and turnaround candidate MaxLinear are also lagging, adding some bumpiness to returns. Outside tech, energy holdings such as Marathon Petroleum and HF Sinclair provide a steadier, old-economy ballast, but this fund’s story is clearly about concentrated, high-beta U.S. growth.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 RBRK | Rubrik, Inc. Class A | 5.40% | $4.65M | $25.74B | 74.74% | 50Neutral |
 MRNA | Moderna | 5.50% | $4.73M | $88.52B | 687.92% | 59Neutral |
 HPE | Hewlett Packard Enterprise | 4.24% | $3.65M | $73.13B | 125.69% | 68Neutral |
 DELL | Dell Technologies | 4.09% | $3.52M | $269.78B | 163.52% | 65Neutral |
 MU | Micron | 4.00% | $3.44M | $1.00T | 294.96% | 79Outperform |
 OKTA | Okta | 3.75% | $3.22M | $36.40B | 136.88% | 75Outperform |
 MXL | Maxlinear | 3.63% | $3.12M | $6.14B | 342.43% | 60Neutral |
 MPC | Marathon Petroleum | 3.71% | $3.19M | $124.89B | 127.33% | 66Neutral |
 ALAB | Astera Labs, Inc. | 3.77% | $3.25M | $44.88B | 52.58% | 68Neutral |
 DINO | HF Sinclair Corporation | 3.57% | $3.07M | $19.71B | 117.97% | 68Neutral |
FCUS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FCUS, the sentiment is Negative. The current price of 36.61 is below the 20-day moving average (MA) of 40.64, below the 50-day MA of 39.83, and below the 200-day MA of 39.60, indicating a bearish trend. The MACD of -0.77 indicates Positive momentum. The RSI at 35.94 is Neutral, neither overbought nor oversold. The STOCH value of 40.47 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for FCUS.
FCUS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| FCUS | $36.61 | $41.00(12.00% Upside) | $86.02M | 0.80% | 67Neutral |
 PRMR | $28.30 | $34.26(21.05% Upside) | $93.63M | 1.00% | 73Outperform |
 REGS | $11.08 | $14.68(32.49% Upside) | $76.65M | 0.35% | 74Outperform |
 EGGQ | $43.39 | $66.70(53.72% Upside) | $77.29M | 0.93% | 58Neutral |
 SPCT | $27.98 | $32.07(14.62% Upside) | $71.86M | 0.85% | 72Outperform |
 DEMZ | $47.44 | $57.84(21.92% Upside) | $68.83M | 0.45% | 75Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FCUS | Pinnacle Focused Opportunities ETF | 36.61 | 2.64 | 7.78% | |
| PRMR | PeakShares RMR Prime Equity ETF | 28.30 | 3.32 | 13.31% | |
| REGS | Columbia Large Cap Growth ETF | 11.08 | 0.99 | 9.84% | |
| EGGQ | NestYield Visionary ETF | 43.39 | -3.25 | -6.98% | |
| SPCT | Liberty One Spectrum ETF | 27.98 | 3.04 | 12.18% | |
| DEMZ | Democratic Large Cap Core ETF | 47.44 | 4.73 | 11.08% |
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.