HBTA - ETF AI Analysis
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Horizon Expedition Plus ETF (HBTA)
HBTA, the Horizon Expedition Plus ETF, is supported by high-quality tech leaders like Alphabet, Microsoft, and Nvidia, whose strong financial performance and major investments in AI and cloud drive much of the fund’s appeal. However, several holdings, including Amazon and Visa, face issues like premium valuations and signs of short-term or bearish momentum, which can limit upside. The main risk is the fund’s heavy concentration in large technology and AI-focused companies, making it sensitive to shifts in tech sector sentiment and valuations.
HBTA vs. SPDR S&P 500 ETF (SPY)
- AUM
- 246.30M
- Region
- North America
- Expense Ratio
- 0.86%
- Beta
- 1.41
- Issuer
- Horizon
- Inception Date
- Jan 22, 2025
- Dividend Yield
- 0.60%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
HBTA Summary
The Horizon Expedition Plus ETF (HBTA) is a fund that invests mainly in large, fast-growing U.S. companies, with a strong tilt toward technology and other innovative industries. It does not track a specific index, but instead selects growth-focused market leaders. Well-known holdings include Microsoft, Nvidia, Amazon, and Alphabet (Google’s parent company). Someone might invest in HBTA to seek long-term growth and get instant diversification across many leading companies without picking individual stocks. However, because it leans heavily toward growth and tech-related names, its price can rise and fall sharply with market swings.
How much will it cost me?
HBTA has an expense ratio of 0.86%, which means you’ll pay about $8.60 per year for every $1,000 invested. This cost is higher than the average ETF because HBTA is actively managed, aiming to pick specific large-cap growth stocks rather than simply tracking a broad market index.
What would affect this ETF?
HBTA is heavily invested in large U.S. growth companies, especially big technology and communication names like Nvidia, Microsoft, Alphabet, Amazon, and Meta, so it could benefit from ongoing innovation, strong corporate earnings, and a supportive environment for growth stocks, such as stable or falling interest rates. On the downside, rising interest rates, tighter regulations on major tech and financial firms, economic slowdowns that hurt consumer and business spending, or a shift away from growth stocks toward more defensive areas could weigh on the ETF’s future performance.
HBTA Top 10 Holdings
HBTA is essentially riding the Big Tech and chip wave, with Nvidia, Microsoft, and Amazon doing much of the heavy lifting. Microsoft and Amazon look steady to rising thanks to strong cloud and AI momentum, while Nvidia and Micron have been powerful longer-term drivers despite some recent wobbling. Alphabet and Meta, on the other hand, are losing steam and have been lagging, creating a bit of drag. With a clear tilt toward U.S. technology and communication services, this fund is firmly anchored in America’s mega-cap growth story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 8.22% | $20.23M | $4.93T | 0.86% | 76Outperform |
 MSFT | Microsoft | 7.74% | $19.07M | $3.88T | -0.73% | 79Outperform |
 GOOGL | Alphabet Class A | 6.05% | $14.90M | $3.41T | -0.58% | 85Outperform |
 AMZN | Amazon | 4.66% | $11.49M | $2.59T | 7.85% | 71Outperform |
 MU | Micron | 3.50% | $8.62M | $1.00T | 294.96% | 79Outperform |
 META | Meta Platforms | 3.30% | $8.14M | $1.57T | -7.72% | 76Outperform |
 AMD | Advanced Micro Devices | 2.83% | $6.97M | $824.07B | 98.09% | 73Outperform |
 JPM | JPMorgan Chase | 1.96% | $4.83M | $895.92B | 8.92% | 72Outperform |
 V | Visa | 1.75% | $4.32M | $782.42B | 19.87% | 70Outperform |
HBTA Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HBTA, the sentiment is Negative. The current price of 30.75 is below the 20-day moving average (MA) of 32.51, below the 50-day MA of 32.41, and below the 200-day MA of 30.95, indicating a bearish trend. The MACD of -0.33 indicates Positive momentum. The RSI at 34.96 is Neutral, neither overbought nor oversold. The STOCH value of 46.32 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HBTA.
HBTA Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| HBTA | $30.75 | $34.00(10.57% Upside) | $246.30M | 0.86% | 68Neutral |
 QDVO | $28.49 | $36.31(27.43% Upside) | $768.41M | 0.56% | 72Outperform |
 FLCG | $33.39 | $44.03(31.85% Upside) | $691.98M | 0.39% | 75Outperform |
 CAML | $39.02 | $50.52(29.48% Upside) | $381.24M | 0.65% | 75Outperform |
 LRGE | $85.26 | $115.16(35.06% Upside) | $374.60M | 0.48% | 73Outperform |
 CARK | $45.68 | $60.25(31.89% Upside) | $334.55M | 0.54% | 74Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| HBTA | Horizon Expedition Plus ETF | 30.75 | 1.51 | 5.16% | |
| QDVO | Amplify CWP Growth & Income ETF | 28.49 | 1.65 | 6.14% | |
| FLCG | Federated Hermes MDT Large Cap Growth ETF | 33.39 | -0.19 | -0.57% | |
| CAML | Congress Large Cap Growth ETF | 39.02 | -0.59 | -1.49% | |
| LRGE | ClearBridge Large Cap Growth ESG ETF | 85.26 | -1.05 | -1.22% | |
| CARK | CastleArk Large Growth ETF | 45.68 | 0.17 | 0.37% |
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.