HBTA - ETF AI Analysis
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Horizon Expedition Plus ETF (HBTA)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid overall momentum.
Leading Semiconductor and Tech Holdings
Several major chip and technology companies in the top holdings have shown very strong performance, helping drive the fund’s returns.
Broad Sector Diversification Within the U.S.
The fund spreads its investments across many sectors, which helps reduce the impact if any single industry runs into trouble.
Negative Factors
High Expense Ratio
The fund’s fees are on the higher side for an ETF, which can eat into long-term returns.
Heavy U.S. Concentration
Almost all assets are invested in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Mixed Performance Among Top Holdings
Some large positions, including well-known technology and auto names, have shown weak or negative performance recently, which can add volatility to the fund.
HBTA vs. SPDR S&P 500 ETF (SPY)
AUM248.60M
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. Volume163,529
30 Day Avg. Volume110,447
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
39.64Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering199
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HBTA Summary
The Horizon Expedition Plus ETF (HBTA) is a U.S.-focused fund that invests in large, fast-growing companies instead of tracking a specific index. It leans heavily toward technology and other growth sectors, with well-known holdings like Alphabet (Google’s parent company) and Amazon. This ETF may appeal to investors looking for long-term growth and an easy way to own a mix of leading companies without picking individual stocks. However, because it is concentrated in growth and tech-related names, its price can rise and fall sharply with changes in the stock market and investor sentiment toward growth stocks.
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 leaning hard into U.S. Big Tech and semiconductors, with names like Microsoft and Amazon providing much of the recent lift as their cloud and AI stories keep gaining traction. Micron, AMD, Lam Research, and Intel form a powerful chip backbone, mostly rising but with some mixed stretches that can add volatility. Alphabet has been steady to slightly rising, while Eli Lilly offers a health care counterweight with more measured momentum. Tesla and Meta, both lagging lately, are more like speed bumps than engines, occasionally dragging on this otherwise growth-heavy, tech-centric portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 9.38% | $23.31M | $4.12T | 44.02% | 85 Outperform | |
| Amazon | 6.55% | $16.29M | $2.79T | 11.27% | 71 Outperform | |
| Micron | 4.82% | $11.97M | $1.15T | 673.84% | 79 Outperform | |
| Microsoft | 4.38% | $10.90M | $3.71T | 0.95% | 79 Outperform | |
| Eli Lilly & Co | 3.43% | $8.54M | $1.08T | 58.05% | 72 Outperform | |
| Advanced Micro Devices | 3.17% | $7.89M | $779.62B | 215.98% | 73 Outperform | |
| Tesla | 3.04% | $7.57M | $1.40T | 0.92% | 73 Outperform | |
| Meta Platforms | 2.57% | $6.39M | $1.57T | -18.03% | 76 Outperform | |
| Intel | 1.97% | $4.91M | $503.38B | 291.18% | 64 Neutral | |
| Lam Research | 1.77% | $4.40M | $384.97B | 198.83% | 77 Outperform |
HBTA Technical Analysis
Positive
―
Price Trends
32.06
Positive
31.88
Positive
30.24
Positive
Market Momentum
-0.05
Positive
51.97
Neutral
56.67
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 32.28, equal to the 50-day MA of 32.06, and equal to the 200-day MA of 30.24, indicating a neutral trend. The MACD of -0.05 indicates Positive momentum. The RSI at 51.97 is Neutral, neither overbought nor oversold. The STOCH value of 56.67 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
32.23
5.31
19.73%
QDVO
Amplify CWP Growth & Income 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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CARK
CastleArk Large 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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