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GAIQ - ETF AI Analysis

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GAIQ

Guinness Atkinson Global Innovators Fund: ETF Class Shares (GAIQ)

Rating:75Outperform
Price Target:―
GAIQ’s rating reflects a portfolio of globally innovative leaders, with major strengths coming from companies like TSMC, Microsoft, and Apple, which all show strong financial performance, positive earnings outlooks, and solid positions in fast-growing areas such as AI, cloud, and advanced technologies. The fund is slightly held back by holdings like Amazon and Visa, where premium valuations, short-term technical weakness, and cash flow or momentum concerns add some risk. The main risk factor is the fund’s heavy tilt toward high-growth, tech-focused innovators, which can mean more volatility and sensitivity to valuation swings.
Positive Factors
Strong Innovative Tech Leaders
Several top holdings in leading technology and semiconductor companies have shown strong performance, helping support the fund’s returns.
Global Diversification
The ETF invests mainly in U.S. companies but also includes exposure to Europe and Asia, which can help spread country-specific risk.
Sector Spread Across Growth Areas
Holdings are spread across technology, health care, financials, and consumer sectors, reducing reliance on any single industry.
Negative Factors
High U.S. Concentration
A large majority of the portfolio is invested in U.S. stocks, which means performance is heavily tied to the U.S. market.
Recent Weak Overall Performance
The fund’s recent returns have been slightly negative, indicating that it has struggled to keep momentum so far this year.
Above-Average Expense Ratio
The ETF charges a relatively high annual fee, which can eat into long-term returns compared with lower-cost funds.

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

GAIQ Summary

GAIQ is an ETF that invests in innovative companies around the world, focusing on businesses using new technologies and creative business models rather than tracking a traditional index. It holds well-known names like Apple, Microsoft, Amazon, and Nvidia, along with firms in healthcare, finance, and other sectors, giving investors a way to bet on long-term growth from global innovation in one fund. Someone might invest in GAIQ to add growth potential and diversification beyond standard market index funds. However, because it leans heavily toward fast-growing tech and innovation-focused companies, its price can be more volatile and may go up and down sharply with market swings.
How much will it cost me?This ETF has an expense ratio of 0.79%, which means you’ll pay about $7.90 per year for every $1,000 invested. That’s higher than the average index ETF because this fund is actively managed and focuses on a specialized innovation theme, which typically costs more to run.
What would affect this ETF?This global innovators ETF is heavily tilted toward technology and other growth-focused sectors, so it could benefit from ongoing digital transformation, strong demand for chips and cloud services, and healthy consumer and healthcare spending that support companies like Microsoft, Apple, Nvidia, and Thermo Fisher. On the downside, rising interest rates, economic slowdowns, tighter regulations on big tech or global trade tensions—especially affecting semiconductor names like AMD and TSMC—could hurt high-growth valuations and make the fund more volatile.

GAIQ Top 10 Holdings

GAIQ is leaning heavily on Big Tech and semiconductors, with names like Nvidia, AMD, Apple, Microsoft, and TSMC forming the engine of the portfolio. Nvidia and TSMC have been rising on the back of the AI boom, while AMD and Apple add steady strength to the tech-heavy core. Microsoft and Amazon are more mixed, with recent gains but some signs of fatigue. Financial innovators like Visa and Nasdaq are lagging a bit, acting as a mild brake. Overall, it’s a globally diversified but tech-centric ride powered by U.S. and Asian innovators.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Advanced Micro Devices4.38%$8.82M$1.03T276.72%
73
Outperform
Thermo Fisher4.00%$8.05M$249.58B46.87%
72
Outperform
Microsoft3.87%$7.80M$3.83T-1.04%
79
Outperform
Apple3.77%$7.59M$4.98T33.00%
79
Outperform
Salesforce3.65%$7.34M$192.60B-7.27%
80
Outperform
TSMC3.62%$7.30M$2.02T65.75%
81
Outperform
Nvidia3.61%$7.27M$5.42T25.85%
76
Outperform
Amazon3.61%$7.27M$2.69T10.79%
71
Outperform
Nasdaq3.56%$7.18M$52.29B4.41%
78
Outperform
Visa3.51%$7.08M$685.92B8.11%
70
Outperform

GAIQ Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price―
Price Trends
50DMA
100DMA
200DMA
Market Momentum
MACD
0.11
Negative
RSI
53.22
Neutral
STOCH
91.37
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For GAIQ, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 64.39, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.11 indicates Negative momentum. The RSI at 53.22 is Neutral, neither overbought nor oversold. The STOCH value of 91.37 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for GAIQ.

GAIQ Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
――$654.00K0.79%
75
Outperform
――$97.17M0.98%
69
Neutral
――$94.86M0.75%
70
Outperform
――$56.11M1.00%
55
Neutral
――$46.06M0.75%
71
Outperform
――$11.79M1.01%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
GAIQ
Guinness Atkinson Global Innovators Fund: ETF Class Shares
65.04
-0.08
-0.12%
FFND
Future Fund Active ETF
―
―
―
FITZ
Fitz-Gerald Must Have Portfolio ETF
―
―
―
NXTE
AXS Green Alpha ETF
―
―
―
DARP
Grizzle Growth Etf
―
―
―
FIZY
Fitz-Gerald Must Have Portfolio and Options Overlay 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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