PALC - ETF AI Analysis

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Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC)

Rating:71Outperform

Price Target:―

PALC’s overall rating suggests it is a solid-quality ETF, supported by strong holdings like Apple, which combines robust profitability, bullish trading signals, and growth potential from services and emerging markets, and Lam Research, which benefits from strong financials and a strategic focus on AI and advanced technologies. However, some key positions such as Costco, Visa, and Mastercard face issues like bearish technical trends and high valuations, which may limit upside and slightly hold back the fund’s rating. A main risk factor is the ETF’s meaningful exposure to large technology and payments companies, where high valuations and regulatory or trade-related challenges could increase volatility.

Positive Factors

Strong Energy and Chip Leaders

Top holdings like Exxon Mobil, Chevron, and Lam Research have shown strong recent performance, helping support the fund’s returns.

Broad Sector Mix

The ETF spreads its investments across many sectors, including financials, technology, industrials, health care, and consumer stocks, which can help reduce the impact of weakness in any one area.

Solid Asset Base

With a sizable level of assets under management, the fund appears established enough to offer reasonable trading liquidity for everyday investors.

Negative Factors

Mostly U.S.-Only Exposure

Almost all of the fund’s holdings are in U.S. companies, so it offers little geographic diversification if the U.S. market struggles.

Mixed Performance Among Top Holdings

Several major positions such as Apple, Visa, Mastercard, GE Aerospace, Bank of America, and Berkshire Hathaway have shown weaker recent performance, which can drag on overall returns.

Relatively High Expense Ratio

The fund’s expense ratio is on the higher side for an ETF, meaning more of the returns are used to cover fees instead of staying in investors’ pockets.

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

AUM220.54M

RegionNorth America

Expense Ratio0.60%

Beta0.74

IssuerPacer

Inception DateJun 24, 2020

Dividend Yield1.07%

Asset ClassEquity

Index TrackedLunt Capital U.S. Large Cap Multi-Factor Rotation Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume4,106

30 Day Avg. Volume15,333

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

66.73

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering177

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

PALC Summary

PALC is an exchange-traded fund that follows the Lunt Capital U.S. Large Cap Multi-Factor Rotation Index, focusing on big, well-known U.S. companies across many sectors. It owns large firms like Apple and Costco, along with banks, energy companies, and industrials, so you’re not betting on just one industry. The fund looks for a mix of value, growth, quality, and momentum, aiming for long-term growth and diversification in a single investment. A key risk is that it still moves with the overall stock market, so its value can go up and down, especially during market downturns.

How much will it cost me?The Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 you invest. This is higher than the average for passively managed ETFs because PALC uses an active multi-factor strategy to adapt to market conditions and optimize returns.

What would affect this ETF?The PALC ETF, with its focus on large-cap U.S. equities and multi-factor strategy, could benefit from economic growth and strong performance in sectors like financials, energy, and technology, which make up a significant portion of its holdings. However, it may face challenges from rising interest rates, regulatory changes impacting financial institutions, or economic slowdowns that affect consumer spending and cyclical sectors. Its adaptability to market conditions through its alternator methodology may help mitigate some risks while capturing opportunities.

PALC Top 10 Holdings

PALC is leaning hard into U.S. tech, with chip and storage names like Lam Research, Applied Materials, Western Digital, and SanDisk doing most of the heavy lifting as AI and data demand keep them rising. KLA and newly public GE Vernova add a steady industrial and infrastructure twist, helping smooth the ride. On the flip side, consumer and payments giants like Costco, Visa, and Mastercard are losing a bit of steam, acting more like a brake than an engine. Overall, this is a U.S.-centric, tech-driven story with a cyclical edge.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
LRCX	Lam Research	2.71%	$5.98M	$439.46B	226.68%	77 Outperform
SNDK	SanDisk Corp	2.69%	$5.94M	$258.42B	3678.28%	55 Neutral
GEV	GE Vernova Inc.	2.57%	$5.66M	$299.11B	117.37%	69 Neutral
V	Visa	2.49%	$5.49M	$682.30B	-0.66%	70 Outperform
MA	Mastercard	2.45%	$5.40M	$476.60B	-5.48%	75 Outperform
AAPL	Apple	2.35%	$5.18M	$4.53T	47.93%	79 Outperform
WDC	Western Digital	2.06%	$4.53M	$185.78B	785.47%	77 Outperform
AMAT	Applied Materials	2.04%	$4.49M	$478.79B	184.37%	77 Outperform
APP	AppLovin	2.02%	$4.46M	$177.06B	57.73%	74 Outperform
KLAC	KLA	1.95%	$4.30M	$307.69B	135.49%	77 Outperform

PALC Technical Analysis

Technical Analysis Sentiment

Neutral

Last Price―

Price Trends

50DMA

56.61

Positive

100DMA

55.03

Positive

200DMA

53.54

Positive

Market Momentum

MACD

0.39

Positive

RSI

47.65

Neutral

STOCH

26.50

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PALC, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 57.94, equal to the 50-day MA of 56.61, and equal to the 200-day MA of 53.54, indicating a neutral trend. The MACD of 0.39 indicates Positive momentum. The RSI at 47.65 is Neutral, neither overbought nor oversold. The STOCH value of 26.50 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for PALC.

PALC Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
PALC	―	―	$220.54M	0.60%	71 Outperform
SPHB	―	―	$987.60M	0.25%	71 Outperform
QLC	―	―	$983.04M	0.25%	74 Outperform
DSPY	―	―	$978.09M	0.18%	72 Outperform
FTQI	―	―	$926.99M	0.75%	71 Outperform
OMAH	―	―	$923.20M	0.95%	69 Neutral

Performance Comparison

PALC

Pacer Lunt Large Cap Multi-Factor Alternator ETF

57.18

8.46

17.36%

SPHB

Invesco S&P 500 High Beta ETF

―

QLC

FlexShares US Quality Large Cap Index Fund

―

DSPY

Tema S&P 500 Historical Weight ETF Strategy

―

FTQI

First Trust Hedged BuyWrite Income ETF

―

OMAH

VistaShares Target 15 Berkshire Select Income 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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