HIS - ETF AI Analysis
Top Page
Humilis US Focused Opportunities ETF (HIS)
HIS (Humilis US Focused Opportunities ETF) has a solid overall rating, largely driven by its sizable positions in high-quality tech leaders like Alphabet, Microsoft, Apple, and Nvidia, all of which show strong financial performance and promising growth in areas such as cloud and AI. Some holdings, like Amazon and Palo Alto Networks, face short-term technical weakness and valuation concerns, which slightly weigh on the fund’s rating. The main risk factor is the ETF’s heavy concentration in large U.S. technology and AI-related companies, which can increase volatility if that sector faces a downturn.
HIS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 159.14M
- Region
- North America
- Expense Ratio
- 0.54%
- Beta
- 1.10
- Issuer
- Humilis
- Inception Date
- May 18, 2026
- Dividend Yield
- 0.05%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
HIS Summary
Humilis US Focused Opportunities ETF (HIS) is an actively managed fund that invests in large U.S. companies the managers believe have strong long-term potential, rather than tracking a set index. It focuses heavily on technology but also owns financial, health care, and other sector stocks. Well-known holdings include Apple and Nvidia. Someone might invest in HIS to seek growth from a concentrated group of high-quality U.S. companies while still getting diversification across several industries. A key risk is that the fund is heavily tilted toward tech and a smaller number of stocks, so its price can move up and down 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 hard into U.S. tech, with heavyweights like Microsoft and Apple doing much of the heavy lifting as their shares keep climbing on the back of cloud, AI, and services growth. Amazon is also rising and adds more Big Tech fuel to the mix. On the flip side, Nvidia and AMD have been more of a roller coaster—strong longer-term but lately a bit choppy—while Broadcom is clearly lagging and acting as a drag. Outside tech, UnitedHealth and Gilead offer steadier health-care ballast, but overall this is a U.S.-centric, tech-driven story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 8.64% | $13.56M | $5.03T | 26.98% | 79Outperform |
 NVDA | Nvidia | 7.95% | $12.48M | $4.93T | 0.86% | 76Outperform |
 MSFT | Microsoft | 7.36% | $11.55M | $3.88T | -0.73% | 79Outperform |
 GOOGL | Alphabet Class A | 5.23% | $8.21M | $3.41T | -0.58% | 85Outperform |
 AMZN | Amazon | 5.06% | $7.93M | $2.59T | 7.85% | 71Outperform |
 PANW | Palo Alto Networks | 4.43% | $6.96M | $299.56B | 67.62% | 73Outperform |
 AMD | Advanced Micro Devices | 4.00% | $6.28M | $824.07B | 98.09% | 73Outperform |
 UNH | UnitedHealth | 3.51% | $5.51M | $365.29B | 18.05% | 72Outperform |
 AVGO | Broadcom | 2.90% | $4.55M | $1.56T | -13.38% | 76Outperform |
 GILD | Gilead Sciences | 2.68% | $4.21M | $211.64B | 44.11% | 78Outperform |
HIS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HIS, the sentiment is Negative. The current price of 26.10 is below the 20-day moving average (MA) of 26.56, below the 50-day MA of 26.32, and compared to the 200-day MA of , indicating a neutral trend. The MACD of 0.03 indicates Positive momentum. The RSI at 42.73 is Neutral, neither overbought nor oversold. The STOCH value of 61.61 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HIS.
HIS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| HIS | $26.10 | $29.00(11.11% Upside) | $159.14M | 0.54% | 74Outperform |
 INFO | $27.73 | $34.10(22.96% Upside) | $961.91M | 0.35% | 74Outperform |
 AFLG | $44.27 | $53.19(20.15% Upside) | $933.48M | 0.55% | 74Outperform |
 ROCY | $54.69 | $67.44(23.31% Upside) | $890.97M | 0.35% | 73Outperform |
 NBCR | $33.81 | $42.07(24.42% Upside) | $849.51M | 0.29% | 73Outperform |
 ROCQ | $52.46 | $69.75(32.96% Upside) | $797.51M | 0.35% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| HIS | Humilis US Focused Opportunities ETF | 26.10 | 1.28 | 5.17% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 27.73 | 3.30 | 13.53% | |
| AFLG | First Trust Active Factor Large Cap ETF | 44.27 | 5.48 | 14.14% | |
| ROCY | JPMorgan Equity Premium Yield ETF | 54.69 | 6.65 | 13.83% | |
| NBCR | Neuberger Berman Core Equity ETF | 33.81 | 2.38 | 7.57% | |
| ROCQ | JPMorgan Nasdaq Equity Premium Yield ETF | 52.46 | 5.44 | 11.57% |
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.