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KOOL - ETF AI Analysis

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KOOL

North Shore Equity Rotation ETF (KOOL)

Rating:59Neutral
Price Target:
The North Shore Equity Rotation ETF (KOOL) has a balanced overall rating, reflecting a mix of strong performers and some areas of caution. Top contributors include Nvidia, which benefits from its strategic focus on AI and data center expansion, and Apple, whose robust revenue growth and profitability support its long-term prospects despite valuation concerns. However, holdings like Cameco and Amazon, while financially strong, face challenges such as overvaluation and short-term technical weaknesses, which may have tempered the fund's overall score. A key risk factor is the ETF's exposure to high-valuation stocks, which could limit upside potential in the near term.
Positive Factors
Strong Top Holdings
Key positions like Nvidia, Cameco, and Microsoft have delivered strong year-to-date performance, supporting the ETF's overall gains.
Sector Diversification
The ETF spreads investments across 11 sectors, reducing the risk of being overly exposed to one industry.
Healthy Year-to-Date Performance
The fund has shown solid growth this year, making it attractive for investors seeking positive momentum.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee compared to many other funds, which can eat into investor returns over time.
Geographic Concentration in the U.S.
Nearly 80% of the fund is invested in U.S. companies, limiting exposure to international markets and diversification.
Underperforming Holdings
Some top holdings, like Apple and Amazon, have shown weaker year-to-date performance, which could drag on future returns.

KOOL vs. SPDR S&P 500 ETF (SPY)

KOOL Summary

The North Shore Equity Rotation ETF (Ticker: KOOL) is a fund that invests across the entire stock market, including large, mid, and small companies, with a strategy that adjusts to market trends. It includes well-known companies like Nvidia and Microsoft, and covers many sectors such as technology, financials, and consumer goods. This ETF could be a good choice for someone looking for diversification and a dynamic approach to investing. However, new investors should know that its performance can vary depending on market conditions, and the fund’s rotational strategy may not always align with short-term trends.
How much will it cost me?The North Shore Equity Rotation ETF (KOOL) has an expense ratio of 0.94%, which means you’ll pay $9.40 per year for every $1,000 invested. This is higher than average because it is actively managed, using a rotational strategy to adapt to market conditions and optimize returns.
What would affect this ETF?The North Shore Equity Rotation ETF (KOOL) could benefit from growth in the technology sector, which is its largest exposure, especially if innovation and demand for tech products continue to rise globally. However, economic uncertainty or rising interest rates could negatively impact its financial and consumer cyclical holdings, as these sectors are sensitive to borrowing costs and consumer spending. Additionally, its global focus means geopolitical tensions or regulatory changes in key markets could influence performance.

KOOL Top 10 Holdings

The North Shore Equity Rotation ETF (KOOL) leans heavily on technology, with Nvidia and Apple leading the charge. Nvidia’s long-term AI focus is promising, but recent bearish momentum has cooled its performance. Apple remains steady, buoyed by strong profitability and emerging market strategies. Meanwhile, Microsoft and Amazon are lagging, weighed down by bearish trends and valuation concerns. Cameco, from the energy sector, is a bright spot with robust growth, though high valuations warrant caution. With a global mix and a tech-heavy tilt, KOOL’s positioning is dynamic but exposed to sector-specific swings.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
8.96%$4.76M
Nvidia5.48%$2.91M$4.47T31.74%
76
Outperform
Quanta Services4.51%$2.39M$68.92B38.92%
78
Outperform
Cameco4.43%$2.35MC$56.32B70.96%
71
Outperform
4.36%$2.31M
Microsoft4.18%$2.22M$3.56T7.54%
79
Outperform
Apple4.12%$2.19M$4.12T12.13%
79
Outperform
3.96%$2.10M
Amazon3.85%$2.04M$2.48T0.57%
71
Outperform
Meta Platforms2.94%$1.56M$1.64T3.48%
76
Outperform

KOOL Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
14.38
Negative
100DMA
13.87
Positive
200DMA
13.32
Positive
Market Momentum
MACD
-0.02
Negative
RSI
50.08
Neutral
STOCH
80.65
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For KOOL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 14.23, equal to the 50-day MA of 14.38, and equal to the 200-day MA of 13.32, indicating a neutral trend. The MACD of -0.02 indicates Negative momentum. The RSI at 50.08 is Neutral, neither overbought nor oversold. The STOCH value of 80.65 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for KOOL.

KOOL Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$64.38M0.94%
59
Neutral
$114.23M2.47%
70
Outperform
$96.48M1.02%
62
Neutral
$87.08M0.73%
71
Outperform
$67.14M0.59%
66
Neutral
$46.61M0.55%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
KOOL
North Shore Equity Rotation ETF
14.28
2.45
20.71%
ICAP
InfraCap Equity Income Fund ETF
GINX
SGI Enhanced Global Income ETF
GOP
Unusual Whales Subversive Republican Trading ETF
CAMX
Cambiar Aggressive Value ETF
TOLL
Tema Monopolies and Oligopolies 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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