NACP - ETF AI Analysis
Top Page
Impact Shares NAACP Minority Empowerment ETF (NACP)
NACP’s rating reflects a portfolio led by large, financially strong technology names like Microsoft and Alphabet, whose solid earnings, growth in cloud and AI, and generally supportive technical trends provide a strong foundation for the fund. Other major holdings such as Nvidia, AMD, and Meta also add to the positive view through their AI and data center growth, though their higher valuations and some mixed technical signals, along with risks like supply constraints and regulatory or credit-cost concerns in names like Micron and JPMorgan, introduce volatility and keep the fund from scoring even higher. The main risk factor is the fund’s heavy tilt toward a concentrated group of tech and AI-focused companies, which can make performance more sensitive to that sector’s swings.
NACP vs. SPDR S&P 500 ETF (SPY)
- AUM
- 76.05M
- Region
- North America
- Expense Ratio
- 0.49%
- Beta
- 1.04
- Issuer
- Impact Shares
- Inception Date
- Jul 18, 2018
- Dividend Yield
- 0.57%
- Asset Class
- Equity
- Index Tracked
- Morningstar Minority Empowerment Index
NACP Summary
NACP is an exchange-traded fund that follows the Morningstar Minority Empowerment Index, focusing on U.S. companies that support diversity, inclusion, and fair corporate practices. It invests across the whole stock market, with a big tilt toward technology and other major sectors. Well-known holdings include Microsoft and Amazon, along with other large tech and financial firms. Someone might invest in NACP to seek long-term growth while aligning their money with social and ethical values. A key risk is that it can go up and down with the stock market and is heavily exposed to tech companies.
How much will it cost me?
This ETF has an expense ratio of 0.49%, which means you’ll pay about $4.90 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because NACP follows a specialized, values-based index focused on minority empowerment and social impact, which typically costs more to run than broad, plain-vanilla passive funds.
What would affect this ETF?
Future performance of NACP will be helped if large U.S. technology and communication companies like Microsoft, Amazon, Nvidia, and Alphabet keep growing and if corporate focus on diversity and inclusion strengthens, since the fund targets firms aligned with NAACP principles. On the downside, a slowdown in the U.S. economy, tighter regulations on big tech, or rising interest rates that hurt growth stocks and financials could weigh on this ETF, and any waning investor interest in socially focused strategies could also be a drag.
NACP Top 10 Holdings
NACP is powered by a tech-heavy lineup, with chipmakers like AMD, Micron, and Intel doing much of the heavy lifting as their shares keep rising on AI and data-center optimism. Nvidia and Microsoft add more fuel, staying broadly upbeat and reinforcing the fund’s strong tilt toward Big Tech. On the flip side, Tesla is dragging performance, and Amazon has been more mixed lately, cooling some of the momentum. With all major holdings based in the U.S., this ETF is essentially a domestic, diversity-focused bet on the modern technology economy.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 4.90% | $3.73M | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 4.67% | $3.55M | $2.59T | 7.85% | 71Outperform |
 AMD | Advanced Micro Devices | 4.61% | $3.51M | $824.07B | 98.09% | 73Outperform |
 NVDA | Nvidia | 4.59% | $3.49M | $4.93T | 0.86% | 76Outperform |
 TSLA | Tesla | 4.25% | $3.24M | $1.58T | -9.15% | 73Outperform |
 GOOGL | Alphabet Class A | 3.47% | $2.64M | $3.41T | -0.58% | 85Outperform |
 MU | Micron | 3.65% | $2.77M | $1.00T | 294.96% | 79Outperform |
 META | Meta Platforms | 3.28% | $2.50M | $1.57T | -7.72% | 76Outperform |
 JPM | JPMorgan Chase | 2.33% | $1.77M | $895.92B | 8.92% | 72Outperform |
 CSCO | Cisco Systems | 2.20% | $1.67M | $411.45B | 43.34% | 77Outperform |
NACP Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NACP, the sentiment is Negative. The current price of 59.21 is below the 20-day moving average (MA) of 60.86, below the 50-day MA of 60.57, and above the 200-day MA of 56.22, indicating a neutral trend. The MACD of -0.20 indicates Positive momentum. The RSI at 40.04 is Neutral, neither overbought nor oversold. The STOCH value of 61.31 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NACP.
NACP Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| NACP | $59.21 | $66.00(11.47% Upside) | $76.05M | 0.49% | 74Outperform |
 BUZZ | $32.98 | $51.61(56.49% Upside) | $91.89M | 0.76% | 65Neutral |
 STNC | $37.32 | $42.62(14.20% Upside) | $93.14M | 0.85% | 68Neutral |
 SOVF | $31.63 | $37.50(18.56% Upside) | $90.20M | 0.75% | 70Neutral |
 PFOE | $21.63 | $29.13(34.68% Upside) | $88.71M | 0.59% | 75Outperform |
 VAMO | $36.31 | $42.55(17.18% Upside) | $87.92M | 0.65% | 63Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| NACP | Impact Shares NAACP Minority Empowerment ETF | 59.21 | 9.93 | 20.14% | |
| BUZZ | VanEck Social Sentiment ETF | 32.98 | -4.64 | -12.33% | |
| STNC | Stance Equity ESG Large Cap Core ETF | 37.32 | 5.00 | 15.49% | |
| SOVF | Sovereign's Capital Flourish Fund | 31.63 | 3.21 | 11.29% | |
| PFOE | Pathfinder Focused Opportunities ETF | 21.63 | -3.23 | -13.00% | |
| VAMO | Cambria Value & Momentum ETF | 36.31 | 3.71 | 11.37% |
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.