JSTC - ETF AI Analysis
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Adasina Social Justice All Cap Global ETF (JSTC)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, indicating solid recent results for investors.
Leading Holdings Showing Solid Momentum
Several of the largest positions, such as Lam Research, Cummins, ABB, AbbVie, and Eli Lilly, have shown strong or steady performance, helping support the fund’s returns.
Broad Global and Sector Diversification
Holdings spread across many countries and sectors, with meaningful exposure outside the U.S. and across technology, financials, industrials, and health care, help reduce the impact of weakness in any single area.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are used to cover fees instead of staying with investors.
Recent Short-Term Weakness
The ETF has slipped over the past month, showing that its performance can be sensitive to short-term market moves.
Concentration in Technology and U.S. Stocks
A large share of assets is in technology and U.S. companies, which can increase risk if those areas face a downturn.
JSTC vs. SPDR S&P 500 ETF (SPY)
AUM296.56M
RegionGlobal
Expense Ratio0.89%
Beta0.82
IssuerAdasina
Inception DateDec 10, 2020
Dividend Yield1.23%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume16,782
30 Day Avg. Volume23,633
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
26.91Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering566
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
JSTC Summary
The Adasina Social Justice All Cap Global ETF (JSTC) is a global stock fund that follows a total market theme while focusing on companies that support social justice, fair treatment of workers, and environmental responsibility. It invests in many sectors, with a tilt toward technology and financial firms, and holds well-known names like Visa and Eli Lilly. Someone might invest in JSTC to seek long-term growth while aligning their money with their values and gaining broad international diversification. A key risk is that, like most stock funds, its value can rise or fall significantly with the overall stock market.
How much will it cost me?The Adasina Social Justice All Cap Global ETF (JSTC) has an expense ratio of 0.89%, which means you’ll pay $8.90 per year for every $1,000 invested. This is higher than average because the fund is actively managed and focuses on socially responsible investing, which requires more research and curation.
What would affect this ETF?The Adasina Social Justice All Cap Global ETF (JSTC) could benefit from growing investor interest in socially responsible investing and global trends favoring companies with strong environmental, social, and governance (ESG) practices, especially in sectors like technology and healthcare. However, potential risks include economic downturns impacting global markets, regulatory changes affecting ESG-focused funds, or underperformance in key sectors like financials and technology, which make up a significant portion of its holdings. Additionally, higher interest rates could negatively impact growth-oriented companies such as those in technology and consumer cyclical sectors.
JSTC Top 10 Holdings
JSTC leans on a mix of global heavyweights, with payment giants Visa and Mastercard acting as steady engines of growth, helped by rising transaction volumes and resilient consumer spending. Lam Research and Samsung give the fund a clear tilt toward advanced technology and semiconductors, where performance has been strong but occasionally choppy. On the defensive side, AbbVie and Eli Lilly add health care ballast, generally rising but with some recent wobbling. Industrial names like ABB and Cummins are more mixed, sometimes tugging at returns, while Canadian utility Hydro One has been lagging. Overall, it’s a globally diversified, socially focused portfolio with notable strength in tech, financials, and health care.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Visa | 1.42% | $4.22M | $687.61B | 7.81% | 70 Outperform | |
| Lam Research | 1.25% | $3.71M | $360.52B | 127.00% | 77 Outperform | |
| AbbVie | 1.24% | $3.68M | $466.45B | 18.65% | 66 Neutral | |
| Mastercard | 1.15% | $3.42M | $495.16B | -3.24% | 75 Outperform | |
| Eli Lilly & Co | 1.04% | $3.07M | $1.09T | 53.32% | 72 Outperform | |
| ABB Ltd | 1.00% | $2.97M | kr1.72T | 43.18% | 78 Outperform | |
| Hydro One | 0.89% | $2.64M | C$31.14B | 6.18% | 73 Outperform | |
| Cummins | 0.87% | $2.57M | $73.27B | 25.63% | 72 Outperform | |
| Advanced Micro Devices | 0.86% | $2.56M | $913.89B | 255.69% | 73 Outperform | |
| Samsung Electronics | 0.85% | $2.52M | ₩10.00T> | 230.73% | ― |
JSTC Technical Analysis
Positive
―
Price Trends
22.72
Negative
22.38
Positive
21.35
Positive
Market Momentum
-0.12
Positive
43.62
Neutral
24.49
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For JSTC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 22.72, equal to the 50-day MA of 22.72, and equal to the 200-day MA of 21.35, indicating a neutral trend. The MACD of -0.12 indicates Positive momentum. The RSI at 43.62 is Neutral, neither overbought nor oversold. The STOCH value of 24.49 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JSTC.
JSTC Peer Comparison
Comparison Results
Performance Comparison
JSTC
Adasina Social Justice All Cap Global ETF
22.46
2.36
11.74%
RGEF
Rockefeller Global Equity ETF
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―
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KAT
Scharf ETF
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DWLD
Davis Select Worldwide Etf
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RGLO
Global Equity Active ETF
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NANC
Unusual Whales Subversive Democratic Trading 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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