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LATR - ETF AI Analysis

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LATR

Corgi Buy Now Pay Later ETF (LATR)

Rating:71Outperform
Price Target:
LATR, the Corgi Buy Now Pay Later ETF, has a solid overall rating driven mainly by large, high-quality payment leaders like Visa and Mastercard, whose strong financial performance and growth initiatives provide a stable backbone for the fund. Higher-growth names such as Sezzle and Shopify also boost the rating with positive momentum and strong business trends, though their potential overvaluation and overbought signals, along with challenges at holdings like Klarna, introduce added risk. The main risk factor is the fund’s concentration in the payments and buy-now-pay-later space, which can make it more sensitive to shifts in consumer spending, regulation, and credit conditions.
Positive Factors
Focused Exposure to Buy Now Pay Later Theme
The ETF gives targeted access to companies involved in digital payments and buy now pay later services, which could benefit if this niche continues to grow.
Strong Performance from Select Smaller Holdings
Some mid-sized positions, such as Sezzle and Bread Financial, have shown strong recent gains, helping support the fund’s overall results.
Moderate Expense Ratio
The fund’s fee is not especially high for a specialized, niche strategy, allowing investors to keep a reasonable share of any returns.
Negative Factors
Heavy Concentration in a Single Industry
With most assets in financial and payment-related companies, the ETF is highly exposed to downturns in this one area of the market.
Weak Performance from Several Major Holdings
Key positions like Visa, Mastercard, Affirm, Klarna, Sea, Synchrony Financial, and Shopify have been lagging, which can drag on the fund’s performance.
Limited Geographic Diversification
The portfolio is almost entirely invested in U.S. companies, offering little protection if the U.S. market or economy faces challenges.

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

LATR Summary

The Corgi Buy Now Pay Later ETF (LATR) is an actively managed fund that focuses on companies involved in “buy now, pay later” and point-of-sale financing, a key part of modern online shopping. It follows a theme of alternative consumer credit and digital payments, holding well-known names like Visa and Mastercard, along with newer fintech firms that help shoppers split purchases into installments. Someone might invest in LATR for growth potential and targeted exposure to the BNPL trend, but should know it can be volatile and is heavily tied to the fortunes of fintech and consumer credit markets.
How much will it cost me?This ETF has an expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 you invest. That’s higher than the cost of many simple index ETFs because this fund is actively managed, with managers picking and adjusting holdings in the buy now, pay later and fintech space.
What would affect this ETF?This ETF could benefit if online shopping keeps growing, more shoppers choose buy now, pay later options, and large payment companies like Visa and Mastercard continue to expand their digital payment networks worldwide. On the other hand, it could be hurt by higher interest rates that strain consumer borrowing, new regulations that restrict BNPL lending, rising loan losses in consumer finance, or a downturn in global economic growth that reduces spending at checkout.

LATR Top 10 Holdings

LATR is built around the big rails of digital payments, with Visa and Mastercard acting as heavy anchors that have lately been more steady-to-lagging than leading, slightly dulling the fund’s momentum. The real spark comes from high‑octane BNPL names like Sezzle and Bread Financial, which have been rising and giving the portfolio some much‑needed lift. Affirm and Klarna are more mixed, with growth stories intact but share prices wobbling, while Shopify and Sea have been losing steam. Overall, it’s a globally focused, fintech‑heavy bet on the BNPL and checkout revolution.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Visa14.24%$217.61K$610.12B-6.91%
70
Outperform
Mastercard12.33%$188.41K$433.52B-11.96%
75
Outperform
Sezzle Inc.6.08%$92.93K$4.91B0.23%
80
Outperform
Affirm Holdings5.42%$82.83K$24.08B24.69%
71
Outperform
Klarna Group Plc5.36%$81.95K$10.46B
65
Neutral
Block5.02%$76.73K$44.25B17.94%
72
Outperform
Sea4.90%$74.87K$53.08B-44.80%
69
Neutral
Bread Financial Holdings4.75%$72.57K$4.14B96.46%
72
Outperform
Synchrony Financial4.75%$72.52K$25.10B24.90%
72
Outperform
Shopify4.33%$66.14K$145.80B6.29%
77
Outperform

LATR Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
100DMA
200DMA
Market Momentum
MACD
0.26
Negative
RSI
59.59
Neutral
STOCH
81.81
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LATR, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 24.93, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.26 indicates Negative momentum. The RSI at 59.59 is Neutral, neither overbought nor oversold. The STOCH value of 81.81 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LATR.

LATR Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.53M0.35%
71
Outperform
$99.28M0.50%
59
Neutral
$96.44M0.75%
52
Neutral
$90.39M0.99%
56
Neutral
$45.95M0.80%
70
Neutral
$24.56M0.35%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LATR
Corgi Buy Now Pay Later ETF
25.86
1.05
4.23%
CSNR
Cohen & Steers Natural Resources Active ETF
MARS
Roundhill Space & Technology ETF
METL
Sprott Active Metals & Miners ETF
BCFN
Baron Financials ETF
GSIB
Themes Global Systemically Important Banks 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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