FLQM - ETF AI Analysis

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Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM)

Rating:72Outperform

Price Target:$68.00▲(8.68% Upside)

Positive Factors

Solid Recent PerformanceThe ETF has shown strong gains so far this year and in recent months, indicating positive momentum.

Strong Top HoldingsMany of the largest positions, such as Garmin, Williams-Sonoma, NetApp, and Allstate, have delivered strong returns, helping support the fund’s overall performance.

Broad Sector DiversificationThe fund spreads its investments across many sectors, including health care, financials, consumer cyclical, industrials, and technology, which helps reduce the impact of weakness in any single industry.

Negative Factors

High U.S. ConcentrationAlmost all of the ETF’s assets are invested in U.S. companies, offering very limited geographic diversification.

Mixed Performance Among Top HoldingsWhile several major positions are performing well, at least one key holding like Cencora has been weak, which can drag on overall results.

Moderate Expense RatioThe fund’s fees are not extremely high but are also not among the very lowest, meaning costs still slightly reduce investor returns over time.

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

AUM: 1.48B
Region: North America
Expense Ratio: 0.30%
Beta: 0.63
Issuer: Franklin
Inception Date: Apr 26, 2017
Dividend Yield: 1.57%
Asset Class: Equity
Index Tracked: LibertyQ US Mid Cap Equity Index

FLQM Summary

Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM) is a fund that follows the LibertyQ US Mid Cap Equity Index, focusing on medium‑sized U.S. companies across many sectors like health care, finance, technology, and consumer goods. It holds well-known names such as Expedia and Allstate, giving investors a broad mix instead of betting on just one stock. Someone might invest in FLQM to seek growth from mid-sized companies while also getting diversification across industries. A key risk is that mid-cap stocks can be more volatile than large, established companies, so the value of the ETF can go up and down with the market.

How much will it cost me?

This ETF has an expense ratio of 0.30%, which means you’ll pay about $3 per year for every $1,000 you invest. That’s a bit higher than the cheapest index ETFs because it uses a more actively designed, rules-based strategy instead of simple passive tracking.

What would affect this ETF?

FLQM could benefit if the U.S. economy grows steadily, supporting mid-sized companies in sectors like health care, consumer cyclical, and technology, and if stock markets reward companies with strong quality and momentum traits like its top holdings Expedia, NetApp, and Allstate. On the downside, a U.S. slowdown, higher interest rates that hurt financials and consumer spending, or sector-specific challenges in areas like health care regulation or retail competition could weigh on the ETF’s future performance.

FLQM Top 10 Holdings

FLQM is leaning on a mix of U.S. mid-cap standouts, with lab-equipment leaders Mettler-Toledo and Waters quietly powering returns as their stocks keep rising. NetApp adds a tech tilt, benefiting from steady momentum in cloud and AI, while Ulta Beauty and Williams-Sonoma give the fund a consumer edge that’s been more of a tailwind than a headwind lately. On the flip side, Expedia and Cencora are lagging, acting like small anchors on an otherwise solid, broadly diversified U.S. mid-cap portfolio that spreads its bets across health care, tech, consumer, and financial names.

FLQM top ten holdings
Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
KMB	Kimberly Clark	1.51%	$22.39M	$66.80B	2.95%	63Neutral
MTD	Mettler-Toledo	1.18%	$17.49M	$34.79B	19.56%	64Neutral
ULTA	Ulta Beauty	1.18%	$17.56M	$28.18B	21.59%	78Outperform
WSM	Williams-Sonoma	1.18%	$17.46M	$30.87B	30.48%	75Outperform
COR	Cencora	1.19%	$17.72M	$66.77B	-3.86%	70Neutral
ALL	Allstate	1.16%	$17.29M	$64.88B	27.47%	74Outperform
GRMN	Garmin	1.15%	$17.11M	$56.64B	44.09%	74Outperform
PAYX	Paychex	1.09%	$16.22M	$41.07B	3.69%	77Outperform
FAST	Fastenal Company	1.15%	$17.13M	$63.66B	35.59%	72Outperform
ACGL	Arch Capital Group	1.12%	$16.64M	$35.54B	19.02%	79Outperform

FLQM Technical Analysis

Technical Analysis SentimentPositive

Last Price62.57

Price Trends

50DMA60.00Positive

100DMA59.90Positive

200DMA58.01Positive

Market Momentum

MACD0.83Negative

RSI62.76Neutral

STOCH65.13Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FLQM, the sentiment is Positive. The current price of 62.57 is above the 20-day moving average (MA) of 61.65, above the 50-day MA of 60.00, and above the 200-day MA of 58.01, indicating a bullish trend. The MACD of 0.83 indicates Negative momentum. The RSI at 62.76 is Neutral, neither overbought nor oversold. The STOCH value of 65.13 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FLQM.

FLQM Peer Comparison

Comparison Results

FLQM against its peer funds
Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
FLQM	$62.57	$68.00(8.68% Upside)	$1.48B	0.30%	72Outperform
FMDE	$41.90	$49.34(17.74% Upside)	$8.85B	0.23%	69Neutral
XMMO	$136.85	$184.41(34.76% Upside)	$6.36B	0.34%	71Outperform
JHMM	$74.01	$88.83(20.03% Upside)	$6.18B	0.41%	70Neutral
XMHQ	$119.92	$139.79(16.57% Upside)	$5.83B	0.25%	74Outperform
DON	$58.06	$65.41(12.66% Upside)	$4.06B	0.38%	70Neutral

Performance Comparison

FLQM and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
FLQM	Franklin LibertyQ U.S. Mid Cap Equity ETF	62.57	8.15	14.98%
FMDE	Fidelity Enhanced Mid Cap ETF	41.90	6.82	19.44%
XMMO	Invesco S&P MidCap Momentum ETF	136.85	3.61	2.71%
JHMM	John Hancock Multifactor Mid Cap ETF	74.01	10.77	17.02%
XMHQ	Invesco S&P MidCap Quality ETF	119.92	19.86	19.84%
DON	WisdomTree U.S. MidCap Dividend Fund	58.06	8.44	17.00%

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.

Disclaimer

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.