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FMKT - ETF AI Analysis

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FMKT

Free Markets ETF (FMKT)

Rating:70Outperform
Price Target:
FMKT’s rating suggests it is a solid but not top-tier ETF, supported by strong holdings like Microsoft and Interactive Brokers, which bring robust growth in cloud, AI, and trading activity along with positive earnings trends. However, several key positions such as Oracle, Evergy, and Robinhood face issues like bearish technical signals, valuation concerns, and financial or operational challenges, which weigh on the fund’s overall appeal. A notable risk is that multiple major holdings show signs of potential overvaluation or weak momentum at the same time, which could increase volatility for investors.
Positive Factors
Strong Top Holdings
Several of the largest positions, including Archer Daniels Midland, Interactive Brokers, and Howmet Aerospace, have shown strong year-to-date performance, helping support the fund’s overall returns.
Broad Sector Diversification
The ETF spreads its assets across multiple sectors such as financials, industrials, technology, utilities, and real estate, which helps reduce the impact if any one industry struggles.
Positive Year-to-Date Performance
Despite some recent short-term weakness, the fund’s overall year-to-date performance remains positive, indicating it has still added value for investors over the longer recent period.
Negative Factors
High U.S. Concentration
With almost all assets invested in U.S. companies, the fund offers limited geographic diversification and is heavily tied to the U.S. economy.
Relatively High Expense Ratio
The ETF’s expense ratio is on the higher side for a passive fund, which means more of the returns are eaten up by fees over time.
Mixed Performance Among Top Holdings
Some key positions, such as Robinhood and Microsoft, have shown weaker year-to-date performance, which can drag on the fund’s overall results if the trend continues.

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

FMKT Summary

The Free Markets ETF (FMKT) is an actively managed fund that invests in U.S. companies it believes can benefit from changes in government rules and regulations, rather than tracking a fixed index. It holds a mix of financial, industrial, technology, and utility stocks, including well-known names like Microsoft and Archer Daniels Midland, and even offers some indirect exposure to cryptocurrencies. Someone might invest in FMKT for broad U.S. market exposure with a tilt toward companies that could gain from deregulation. A key risk is that its focused bets and heavy U.S. stock exposure mean the fund can rise or fall sharply with market and policy changes.
How much will it cost me?The Free Markets ETF (FMKT) has an expense ratio of 0.76%, meaning you’ll pay $7.60 per year for every $1,000 invested. This is higher than the average expense ratio for ETFs because FMKT is actively managed, requiring more research and analysis compared to passively managed funds.
What would affect this ETF?The Free Markets ETF (FMKT) could benefit from deregulation in sectors like energy, financials, and technology, which are key areas of its portfolio. However, it may face challenges if stricter regulations are introduced or if economic conditions, such as rising interest rates, negatively impact industries like utilities and real estate. Additionally, its indirect exposure to cryptocurrencies adds potential for growth but also introduces volatility risks.

FMKT Top 10 Holdings

FMKT leans heavily into U.S. financials and industrials, with Interactive Brokers and Robinhood acting as key engines as trading activity and product expansion keep their shares rising. Microsoft adds a steady Big Tech backbone, while Biogen brings some health care spark with a strengthening pipeline. On the flip side, Oracle looks like it’s losing steam despite its cloud story, and Blackstone has been more of a drag lately. Welltower and Howmet round out the mix, giving the fund a domestic, regulation-sensitive tilt rather than broad global exposure.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Welltower5.03%$598.04K$171.59B41.47%
77
Outperform
Archer Daniels Midland4.98%$592.54K$39.30B30.17%
64
Neutral
Oracle4.90%$582.39K$434.52B-33.29%
66
Neutral
Interactive Brokers4.86%$577.66K$43.42B53.98%
75
Outperform
Robinhood4.84%$576.24K$93.74B0.22%
68
Neutral
Howmet Aerospace4.57%$543.60K$105.62B52.12%
67
Neutral
EMCOR Group4.53%$538.65K$32.65B19.38%
73
Outperform
Microsoft3.98%$473.24K$3.81T1.35%
79
Outperform
Biogen3.78%$449.42K$32.28B65.25%
74
Outperform
Blackstone Group3.28%$390.27K$176.83B-16.92%
72
Outperform

FMKT Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
22.24
Positive
100DMA
22.20
Positive
200DMA
21.94
Positive
Market Momentum
MACD
0.13
Positive
RSI
58.72
Neutral
STOCH
71.63
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For FMKT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 22.69, equal to the 50-day MA of 22.24, and equal to the 200-day MA of 21.94, indicating a bullish trend. The MACD of 0.13 indicates Positive momentum. The RSI at 58.72 is Neutral, neither overbought nor oversold. The STOCH value of 71.63 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for FMKT.

FMKT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$11.67M0.76%
70
Outperform
$91.94M0.85%
68
Neutral
$90.73M0.65%
65
Neutral
$90.56M0.75%
70
Neutral
$90.18M0.59%
70
Outperform
$87.42M0.65%
63
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
FMKT
Free Markets ETF
22.95
1.33
6.15%
STNC
Stance Equity ESG Large Cap Core ETF
YALL
God Bless America ETF
SOVF
Sovereign's Capital Flourish Fund
PFOE
Pathfinder Focused Opportunities ETF
VAMO
Cambria Value & Momentum 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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