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MPLY - ETF AI Analysis

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MPLY

Strategy Shares Monopoly ETF (MPLY)

Rating:72Outperform
Price Target:
MPLY, the Strategy Shares Monopoly ETF, has a solid overall rating driven mainly by large positions in dominant tech leaders like Alphabet, Apple, Microsoft, and Nvidia, which all benefit from strong financial performance and growth in areas such as AI, cloud, and services. The fund’s rating is held back somewhat by holdings with high valuations and mixed or bearish technical signals, such as Amazon, Meta, Tesla, and Nvidia, which can limit near-term upside. The main risk factor is its heavy concentration in a small group of large technology and AI-focused companies, making the ETF sensitive to sector-specific volatility and changes in market sentiment toward high-growth, premium-priced stocks.
Positive Factors
Strong Year-to-Date Results
The ETF has delivered positive year-to-date performance, showing that its strategy has been working so far this year.
Leading Technology and AI Exposure
Top holdings like Apple, Nvidia, Alphabet, Amazon, TSMC, and Broadcom have shown strong gains, giving investors exposure to major technology and AI leaders.
Sector Diversification Beyond Tech
While technology is the largest slice, the fund also holds companies in communication services, consumer sectors, health care, financials, and industrials, helping spread risk across different parts of the economy.
Negative Factors
High Concentration in a Few Tech Giants
A large share of the portfolio is tied up in a small group of big technology names, which increases the impact if any of these companies stumble.
Several Major Holdings Are Lagging
Key positions such as Microsoft, SpaceX, Meta, and Tesla have shown weak recent performance, which can drag on the fund’s overall returns.
High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, meaning more of your returns are eaten up by fees each year.

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

MPLY Summary

The Strategy Shares Monopoly ETF (MPLY) is an actively managed fund that looks for companies with strong market power—businesses that dominate their industries. It mainly follows a “total market” theme in the U.S., with a big focus on technology and communication stocks. Well-known holdings include Apple and Nvidia, along with other large tech and internet companies. Someone might invest in MPLY for potential long-term growth and to get exposure to leading companies with strong competitive advantages. A key risk is that it’s heavily tilted toward tech and similar sectors, so its price can swing up and down more than the overall market.
How much will it cost me?The Strategy Shares Monopoly ETF (MPLY) has an expense ratio of 0.79%, which means you’ll pay $7.90 per year for every $1,000 invested. This is higher than average because it’s actively managed, requiring more research and decision-making compared to passively managed funds that track an index.
What would affect this ETF?The Strategy Shares Monopoly ETF (MPLY) could benefit from continued growth in the technology sector, as nearly half of its portfolio is allocated to tech giants like Apple, Nvidia, and Microsoft, which are leaders in innovation and market dominance. However, rising interest rates or stricter regulations targeting monopolistic practices could negatively impact these companies' profitability and valuations. Additionally, global economic uncertainty may affect consumer spending and demand for products from companies like Amazon and Tesla, which are key holdings in the fund.

MPLY Top 10 Holdings

MPLY is leaning heavily on Big Tech and chip powerhouses, with Apple and Nvidia doing much of the heavy lifting as they continue to climb on the back of AI and services growth. TSMC and Broadcom add more semiconductor muscle, giving the fund a clear tech-and-chips backbone despite its global mandate. On the flip side, Microsoft and Amazon have been more mixed lately, while Meta is wobbling and Tesla is clearly losing steam, acting like a headwind. Overall, it’s a globally diversified portfolio, but the story is dominated by U.S. tech titans and AI winners.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Alphabet Class C10.25%$1.67M$4.36T90.28%
82
Outperform
Nvidia10.08%$1.64M$4.86T14.80%
76
Outperform
Apple8.47%$1.38M$4.54T49.21%
79
Outperform
Microsoft8.20%$1.33M$3.45T-8.96%
79
Outperform
Amazon6.89%$1.12M$2.92T34.19%
71
Outperform
TSMC4.77%$775.67K$1.95T69.92%
81
Outperform
Broadcom4.27%$694.25K$1.85T31.74%
76
Outperform
SpaceX3.70%$600.71K$1.44T
Meta Platforms3.58%$581.98K$1.42T-23.97%
76
Outperform
Tesla3.06%$497.94K$1.23T4.14%
73
Outperform

MPLY Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
31.84
Positive
100DMA
31.04
Positive
200DMA
30.50
Positive
Market Momentum
MACD
<0.01
Negative
RSI
58.36
Neutral
STOCH
87.60
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MPLY, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 31.43, equal to the 50-day MA of 31.84, and equal to the 200-day MA of 30.50, indicating a bullish trend. The MACD of <0.01 indicates Negative momentum. The RSI at 58.36 is Neutral, neither overbought nor oversold. The STOCH value of 87.60 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MPLY.

MPLY Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$16.60M0.79%
72
Outperform
$86.95M0.73%
70
Neutral
$78.76M0.65%
68
Neutral
$68.88M0.75%
58
Neutral
$68.06M0.59%
66
Neutral
$61.00M1.00%
64
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MPLY
Strategy Shares Monopoly ETF
32.27
4.79
17.43%
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SAGP
Strategas Global Policy Opportunities ETF
MNVT
Moonvest ETF
CAMX
Cambiar Aggressive Value ETF
WCAP
WarCap Unconstrained Equity 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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