PTMC - ETF AI Analysis
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Pacer Trendpilot US Mid Cap ETF (PTMC)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong year-to-date and solid multi-month gains, indicating positive momentum in its strategy.
Strong-Performing Top Holdings
Many of the largest positions, including industrial and technology names, have delivered strong gains, helping support the fund’s overall returns.
Broad Sector Diversification
Holdings spread across industries like industrials, technology, financials, health care, and energy help reduce the impact of weakness in any single sector.
Negative Factors
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the return is eaten up by fees over time.
Heavy U.S. Market Dependence
With almost all assets in U.S. companies, the ETF is highly sensitive to the U.S. market and offers very limited international diversification.
Mid-Cap Volatility Risk
Because the fund focuses on mid-sized companies, investors may experience more price swings than with large-cap focused ETFs.
PTMC vs. SPDR S&P 500 ETF (SPY)
AUM404.74M
RegionNorth America
Expense Ratio0.60%
Beta0.55
IssuerPacer
Inception DateJun 11, 2015
Dividend Yield1.56%
Asset ClassEquity
Index TrackedPacer Trendpilot US Mid Cap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume20,387
30 Day Avg. Volume19,927
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
48.79Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering400
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
PTMC Summary
The Pacer Trendpilot US Mid Cap ETF (PTMC) tracks the Pacer Trendpilot US Mid Cap Index and focuses on medium‑sized U.S. companies across many industries, including technology, industrials, and financials. It holds well-known names like Twilio and Illumina and uses a rules-based approach that shifts exposure based on market trends. Someone might invest in PTMC to seek growth from mid-sized companies while spreading risk across different sectors. However, the fund can still rise and fall with the stock market, and its trend-following strategy may not always protect against losses.
How much will it cost me?The Pacer Trendpilot US Mid Cap ETF (PTMC) has an expense ratio of 0.6%, which means you’ll pay $6 per year for every $1,000 invested. This is higher than the average for passively managed ETFs because PTMC uses a trend-following strategy to adjust its exposure based on market conditions, which requires more active management. While it’s more expensive, this approach aims to help investors navigate market fluctuations effectively.
What would affect this ETF?The Pacer Trendpilot US Mid Cap ETF could benefit from economic growth and innovation in sectors like technology and industrials, which make up a significant portion of its holdings. However, it may face challenges if interest rates rise, as this could impact mid-cap companies' borrowing costs and growth potential, or if economic conditions weaken, affecting consumer spending and cyclical sectors. Its trend-following strategy may help mitigate risks during market downturns but could underperform in highly volatile or unpredictable markets.
PTMC Top 10 Holdings
PTMC is leaning heavily into U.S. industrial and tech-focused mid-caps, and that’s where most of the action is. High-fliers like TechnipFMC, Carpenter Technology, ATI, and Illumina have been doing the heavy lifting, with rising share prices powered by upbeat earnings and growth stories in aerospace, energy, and health care innovation. Twilio and Pure Storage are also contributing, but their rich valuations and choppy trading mean they can wobble when sentiment cools. With all holdings in the U.S. and no single giant dominating, the fund’s story is sector tilt rather than name concentration.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Twilio | 1.00% | $4.03M | $36.62B | 170.51% | 70 Neutral | |
| ATI | 0.85% | $3.42M | $31.03B | 212.93% | 78 Outperform | |
| Everpure | 0.77% | $3.13M | $29.93B | 70.88% | 64 Neutral | |
| Illumina | 0.77% | $3.12M | $28.38B | 102.35% | 71 Outperform | |
| Carpenter Technology | 0.77% | $3.11M | $28.35B | 125.48% | 75 Outperform | |
| TechnipFMC | 0.76% | $3.06M | $27.30B | 111.98% | 80 Outperform | |
| nVent Electric | 0.73% | $2.94M | $26.66B | 82.89% | 76 Outperform | |
| Curtiss-Wright | 0.70% | $2.82M | $25.54B | 41.86% | 74 Outperform | |
| Okta | 0.68% | $2.74M | $25.78B | 70.34% | 75 Outperform | |
| US Foods Holding | 0.65% | $2.64M | $23.55B | 38.79% | 74 Outperform |
PTMC Technical Analysis
Positive
―
Price Trends
41.07
Positive
39.86
Positive
38.23
Positive
Market Momentum
0.29
Negative
61.41
Neutral
91.62
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For PTMC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 41.25, equal to the 50-day MA of 41.07, and equal to the 200-day MA of 38.23, indicating a bullish trend. The MACD of 0.29 indicates Negative momentum. The RSI at 61.41 is Neutral, neither overbought nor oversold. The STOCH value of 91.62 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PTMC.
PTMC Peer Comparison
Comparison Results
Performance Comparison
PTMC
Pacer Trendpilot US Mid Cap ETF
42.11
7.91
23.13%
EZM
WisdomTree U.S. MidCap Fund
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―
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XMLV
Invesco S&P MidCap Low Volatility ETF
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BKMC
BNY Mellon US Mid Cap Core Equity ETF
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GRPM
Invesco S&P MidCap 400 GARP ETF
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AVMC
Avantis U.S. Mid Cap Equity ETF
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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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