ROPE - ETF AI Analysis
Top Page
Coastal Compass 100 ETF (ROPE)
ROPE (Coastal Compass 100 ETF) appears to be a solid, but not outstanding, fund, supported by strong holdings like Amgen and US Bancorp, which bring robust financial performance, positive earnings insights, and generally attractive valuations. However, several key positions such as Philip Morris, Mondelez, and Southern Co face issues like high leverage, bearish technical trends, and margin or cash flow pressures, which temper the fund’s overall appeal. The main risk factor is the concentration in multiple companies with significant debt and mixed technical signals, which could increase volatility and downside risk if market conditions worsen.
ROPE vs. SPDR S&P 500 ETF (SPY)
- AUM
- 24.20M
- Region
- North America
- Expense Ratio
- 0.81%
- Beta
- 0.57
- Issuer
- Coastal
- Inception Date
- Dec 17, 2024
- Dividend Yield
- 1.75%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
ROPE Summary
The Coastal Compass 100 ETF (ROPE) is a U.S.-focused fund that invests in about 100 large, well-established companies across many sectors, rather than tracking a specific index. Its holdings include familiar names like Procter & Gamble and United Parcel Service, along with banks, health care firms, utilities, and consumer brands. Someone might invest in ROPE to get broad diversification in big, stable companies that can offer both growth and steadier performance than smaller stocks. A key risk is that it still rises and falls with the overall stock market, so its value can go down as well as up.
How much will it cost me?
The Coastal Compass 100 ETF has an expense ratio of 0.8%, meaning you’ll pay $8 per year for every $1,000 invested. This is higher than average because the fund is actively managed, which typically involves more research and trading compared to passively managed funds that track an index.
What would affect this ETF?
The Coastal Compass 100 ETF, with its focus on large-cap U.S. companies across diverse sectors like health care, financials, and energy, could benefit from economic stability and sector-specific growth trends, such as advancements in health care or strong energy demand. However, it may face challenges from rising interest rates, which could pressure financial stocks, or regulatory changes impacting top holdings like Chevron and Pfizer. Broader market volatility could also affect its performance given its reliance on large-cap equities.
ROPE Top 10 Holdings
ROPE leans heavily on U.S. consumer defensive and health care giants, with AbbVie and Amgen doing much of the heavy lifting as their shares keep rising on solid earnings and strong pipelines. Staples like Procter & Gamble and Mondelez are more steady, offering ballast but not much spark. On the flip side, Southern Co and UPS have been lagging, acting like a headwind for the fund, while US Bancorp and Simon Property show mixed momentum. Overall, it’s a U.S.-centric, large-cap story anchored in resilient consumer and health names.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AMGN | Amgen | 5.95% | $1.42M | $236.98B | 45.56% | 77Outperform |
 ABBV | AbbVie | 5.64% | $1.35M | $510.84B | 23.08% | 66Neutral |
 PM | Philip Morris | 5.29% | $1.26M | $311.57B | 29.91% | 61Neutral |
 MDLZ | Mondelez International | 5.33% | $1.27M | $81.67B | 1.60% | 62Neutral |
 PG | Procter & Gamble | 5.28% | $1.26M | $370.05B | 3.44% | 69Neutral |
 MO | Altria Group | 5.04% | $1.20M | $124.63B | 15.81% | 64Neutral |
 USB | US Bancorp | 4.81% | $1.15M | $92.07B | 24.03% | 76Outperform |
 SO | Southern Co | 4.63% | $1.11M | $103.98B | -6.81% | 68Neutral |
 SPG | Simon Property | 4.59% | $1.10M | $66.97B | 15.01% | 70Outperform |
 UPS | United Parcel | 4.47% | $1.07M | $83.82B | 13.07% | 72Outperform |
ROPE Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ROPE, the sentiment is Positive. The current price of 30.21 is above the 20-day moving average (MA) of 29.59, above the 50-day MA of 29.82, and above the 200-day MA of 29.12, indicating a bullish trend. The MACD of 0.18 indicates Negative momentum. The RSI at 68.11 is Neutral, neither overbought nor oversold. The STOCH value of 92.88 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ROPE.
ROPE Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| ROPE | $30.21 | $32.00(5.92% Upside) | $24.20M | 0.81% | 68Neutral |
 ACEP | $20.09 | $24.12(20.07% Upside) | $100.63M | 0.46% | 71Outperform |
 HAWG | $30.45 | $38.26(25.65% Upside) | $99.92M | 1.35% | 74Outperform |
 PRMR | $28.66 | $34.88(21.71% Upside) | $91.89M | 1.00% | 73Outperform |
 FCUS | $40.14 | $50.13(24.89% Upside) | $84.96M | 0.80% | 67Neutral |
 REGS | $11.53 | $15.00(30.06% Upside) | $76.86M | 0.35% | 74Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| ROPE | Coastal Compass 100 ETF | 30.21 | 4.30 | 16.60% | |
| ACEP | ARS Core Equity Portfolio ETF | 20.09 | 4.98 | 32.99% | |
| HAWG | HCM Hedged Equity ETF | 30.45 | 0.19 | 0.62% | |
| PRMR | PeakShares RMR Prime Equity ETF | 28.66 | 3.68 | 14.73% | |
| FCUS | Pinnacle Focused Opportunities ETF | 40.14 | 8.06 | 25.12% | |
| REGS | Columbia Large Cap Growth ETF | 11.53 | 1.45 | 14.35% |
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.