HIS - ETF AI Analysis
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Humilis US Focused Opportunities ETF (HIS)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Growth-Oriented Top Holdings
Many of the largest positions, especially in technology and communication services, have shown strong recent performance, helping drive the ETF’s returns.
Focused Yet Diversified Sector Mix
While technology is the largest slice, the fund also spreads money across financials, health care, consumer sectors, and others, which helps reduce reliance on any single industry.
Positive Year-to-Date Performance
The ETF has delivered a modest gain so far this year, indicating that its strategy has been working in the current market environment.
Negative Factors
Heavy Tilt Toward Technology
With a large share of assets in tech stocks, the fund is more exposed to swings in that sector than a more balanced ETF would be.
Mixed Results Among Top Holdings
A few major positions, such as Microsoft and Oracle, have shown weaker recent performance, which can drag on overall returns if the trend continues.
Higher-Than-Plain-Vanilla Expense Ratio
The fund’s fee is noticeably higher than many broad U.S. index ETFs, meaning a bit more of your return goes to costs each year.
HIS vs. SPDR S&P 500 ETF (SPY)
AUM18.19M
RegionNorth America
Expense Ratio0.54%
Beta1.09
IssuerHumilis
Inception DateMay 18, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume40,527
30 Day Avg. Volume20,300
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
31.55Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering48
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HIS Summary
Humilis US Focused Opportunities ETF (HIS) is an actively managed fund that invests in a handpicked group of large U.S. companies, rather than tracking a set index. It focuses on high‑conviction ideas across many sectors, with a big tilt toward technology. Well-known holdings include Apple, Microsoft, Amazon, and Nvidia. Someone might consider this ETF if they want a focused, growth-oriented addition to a core U.S. stock portfolio, with the potential for higher returns from carefully chosen leaders. A key risk is that the fund is concentrated and tech-heavy, so its price can swing more than the overall market.
How much will it cost me?This ETF has an expense ratio of 0.54%, which means you’ll pay about $5.40 per year for every $1,000 you invest. That’s higher than the average index (passive) ETF because this fund is actively managed, with managers doing in-depth research and making selective investment decisions.
What would affect this ETF?This ETF is heavily invested in large U.S. technology and communication companies like Apple, Nvidia, Microsoft, and Alphabet, so it could benefit if innovation, digital spending, and the overall U.S. economy stay strong, and if interest rates stabilize or fall, which often supports growth stocks. On the other hand, it could be hurt by higher interest rates, tighter tech regulation, market downturns that hit big U.S. growth companies, or company‑specific setbacks in its largest holdings, and its focused, active approach means performance may swing more than a broadly diversified index fund.
HIS Top 10 Holdings
This ETF is leaning heavily on U.S. Big Tech and chip leaders, with Nvidia and AMD acting as the main engines of recent gains, helped by strong momentum in AI and data centers. Microsoft and Amazon are also rising, though their performance has been a bit more mixed, adding steady ballast rather than fireworks. Alphabet has lost some altitude lately, and Apple is losing steam, modestly tugging on returns. Overall, the fund is a U.S.-centric, tech-heavy story, where a handful of high-conviction names do most of the driving.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 8.41% | $1.44M | $4.67T | 33.49% | 79 Outperform | |
| Nvidia | 7.63% | $1.31M | $5.55T | 37.92% | 76 Outperform | |
| Microsoft | 7.16% | $1.23M | $3.71T | 0.95% | 79 Outperform | |
| Alphabet Class A | 5.59% | $957.23K | $4.12T | 44.02% | 85 Outperform | |
| Amazon | 5.21% | $891.91K | $2.79T | 11.27% | 71 Outperform | |
| Advanced Micro Devices | 4.02% | $688.35K | $779.62B | 215.98% | 73 Outperform | |
| Palo Alto Networks | 3.78% | $647.28K | $271.61B | 71.38% | 73 Outperform | |
| UnitedHealth | 3.50% | $599.41K | $356.47B | 25.92% | 72 Outperform | |
| Broadcom | 2.98% | $510.74K | $1.70T | 6.87% | 76 Outperform | |
| Goldman Sachs Group | 2.76% | $472.26K | $302.41B | 40.69% | 73 Outperform |
HIS Technical Analysis
Neutral
―
Price Trends
25.79
Positive
Market Momentum
0.10
Positive
51.88
Neutral
37.29
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HIS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 26.31, equal to the 50-day MA of 25.79, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.10 indicates Positive momentum. The RSI at 51.88 is Neutral, neither overbought nor oversold. The STOCH value of 37.29 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for HIS.
HIS Peer Comparison
Comparison Results
Performance Comparison
HIS
Humilis US Focused Opportunities ETF
26.19
1.04
4.14%
PRMR
PeakShares RMR Prime Equity ETF
―
―
―
FCUS
Pinnacle Focused Opportunities ETF
―
―
―
EGGQ
NestYield Visionary ETF
―
―
―
RWLC
Rayliant Quantitative Developed Market Equity ETF
―
―
―
LCF
Touchstone US Large Cap Focused 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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