HBTA - ETF AI Analysis
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Horizon Expedition Plus ETF (HBTA)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Technology and Growth Names
Several top holdings like Nvidia, Alphabet, Amazon, Broadcom, and Meta have delivered strong year-to-date results, helping drive the fund’s overall performance.
Broad Sector Diversification
Holdings spread across technology, communication services, industrials, consumer sectors, financials, and more help reduce the impact of weakness in any single industry.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Concentration in a Few Big Tech Stocks
A significant portion of the portfolio is tied up in a small group of large technology and growth companies, increasing the impact if any of these stocks stumble.
Heavy U.S. Market Exposure
With almost all assets invested in U.S. companies, the ETF offers limited geographic diversification and is highly sensitive to the U.S. market’s ups and downs.
HBTA vs. SPDR S&P 500 ETF (SPY)
AUM234.89M
RegionNorth America
Expense Ratio0.86%
Beta1.39
IssuerHorizon
Inception DateJan 22, 2025
Dividend Yield0.57%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume23,544
30 Day Avg. Volume56,905
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
37.90Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering202
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HBTA Summary
The Horizon Expedition Plus ETF (HBTA) is a fund that invests mainly in large, fast-growing U.S. companies rather than tracking a specific index. It focuses heavily on technology and communication stocks, with big names like Nvidia, Apple, Alphabet (Google), Amazon, and Microsoft among its top holdings. Someone might consider HBTA if they want simple, one-stop exposure to many leading growth companies and believe these giants can keep expanding over time. However, because it leans strongly toward growth and tech-related stocks, its price can rise and fall sharply with changes in the stock market and investor sentiment toward tech.
How much will it cost me?The Horizon Expedition Plus ETF (HBTA) has an expense ratio of 0.85%, meaning you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because it is actively managed, focusing on large-cap growth companies that require more research and strategic selection.
What would affect this ETF?The Horizon Expedition Plus ETF (HBTA), with its strong focus on large-cap growth stocks in sectors like technology and communication services, could benefit from continued innovation and demand for tech products, as well as favorable economic conditions in the U.S. However, it may face challenges from rising interest rates, which can negatively impact growth stocks, and regulatory scrutiny in the tech sector, which could affect top holdings like Nvidia, Microsoft, and Apple.
HBTA Top 10 Holdings
HBTA is riding a powerful U.S. tech wave, with Nvidia, Alphabet, Apple, and Broadcom doing most of the heavy lifting thanks to their steady-to-rising momentum in AI, cloud, and chips. Micron and AMD add extra punch as fast-climbing semiconductor names, giving the fund a clear tilt toward the AI hardware and Big Tech story. On the flip side, Tesla and Meta have been losing steam, acting as mild brakes rather than engines. Overall, this is a U.S.-centric, growth-heavy ETF that lives and dies by large-cap tech leadership.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 8.26% | $19.18M | ― | ― | ― | |
| Nvidia | 7.41% | $17.21M | $4.71T | 22.22% | 76 Outperform | |
| Apple | 7.19% | $16.69M | $4.53T | 47.93% | 79 Outperform | |
| Alphabet Class A | 7.17% | $16.65M | $4.34T | 110.50% | 85 Outperform | |
| Broadcom | 3.86% | $8.96M | $1.71T | 36.42% | 76 Outperform | |
| Amazon | 2.76% | $6.41M | $2.61T | 12.14% | 71 Outperform | |
| Micron | 2.71% | $6.29M | $1.10T | 654.20% | 79 Outperform | |
| Tesla | 2.44% | $5.67M | $1.48T | 40.95% | 73 Outperform | |
| Advanced Micro Devices | 1.95% | $4.54M | $844.36B | 274.48% | 73 Outperform | |
| Eli Lilly & Co | 1.91% | $4.43M | $1.14T | 58.88% | 72 Outperform |
HBTA Technical Analysis
Positive
―
Price Trends
32.06
Positive
30.23
Positive
29.47
Positive
Market Momentum
0.10
Positive
51.50
Neutral
71.83
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HBTA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 32.19, equal to the 50-day MA of 32.06, and equal to the 200-day MA of 29.47, indicating a bullish trend. The MACD of 0.10 indicates Positive momentum. The RSI at 51.50 is Neutral, neither overbought nor oversold. The STOCH value of 71.83 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HBTA.
HBTA Peer Comparison
Comparison Results
Performance Comparison
HBTA
Horizon Expedition Plus ETF
32.31
6.83
26.81%
QDVO
Amplify CWP Growth & Income ETF
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CNEQ
Alger Concentrated Equity ETF
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FLCG
Federated Hermes MDT Large Cap Growth ETF
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LRGE
ClearBridge Large Cap Growth ESG ETF
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CAML
Congress Large Cap Growth ETF
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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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