SEIM - ETF AI Analysis
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SEI Enhanced U.S. Large Cap Momentum Factor ETF (SEIM)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum in its strategy.
Leading Growth Companies in Top Holdings
Major positions in well-known technology and financial companies with strong recent performance help drive the fund’s returns.
Low Expense Ratio
The fund’s relatively low annual fee means more of the investment gains can stay in investors’ pockets over time.
Negative Factors
High Concentration in Top Stocks
A meaningful portion of the portfolio is tied up in a small number of large positions, which increases the impact of any weakness in those companies.
Heavy Tilt Toward Technology
With a large share of assets in the technology sector, the ETF is more sensitive to downturns or volatility in tech stocks.
Limited Geographic Diversification
Almost all holdings are U.S.-based, so the fund offers little protection if the U.S. market faces broad challenges.
SEIM vs. SPDR S&P 500 ETF (SPY)
AUM1.51B
RegionNorth America
Expense Ratio0.15%
Beta1.19
IssuerSEI
Inception DateMay 18, 2022
Dividend Yield0.54%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume119,680
30 Day Avg. Volume104,603
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
66.71Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering76
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SEIM Summary
SEI Enhanced U.S. Large Cap Momentum Factor ETF (SEIM) invests in big, well-known U.S. companies that have been rising in price, following a “momentum” theme rather than a traditional index. It is heavily focused on large U.S. stocks, especially in technology and financials, and holds names many investors know, such as Alphabet (Google) and Nvidia. Someone might consider SEIM if they want growth potential and broad exposure to leading U.S. companies in one fund. A key risk is that momentum stocks can fall quickly when trends reverse, and the ETF can go up and down with the overall stock market.
How much will it cost me?The SEI Enhanced U.S. Large Cap Momentum Factor ETF (SEIM) has an expense ratio of 0.15%, which means you’ll pay $1.50 per year for every $1,000 invested. This is lower than average for ETFs because it is passively managed, focusing on large-cap stocks with strong price momentum rather than active stock picking.
What would affect this ETF?The SEIM ETF, with its focus on U.S. large-cap stocks and momentum-driven growth, could benefit from strong performance in the technology sector, which makes up a significant portion of its holdings. Positive economic conditions and advancements in tech innovation may further support its top holdings like Nvidia and Microsoft. However, rising interest rates or economic slowdowns could negatively impact growth-oriented sectors and consumer spending, potentially affecting the ETF's performance.
SEIM Top 10 Holdings
SEIM is riding a powerful U.S. tech and AI wave, with Nvidia, Lam Research, Micron, and Dell doing much of the heavy lifting as their momentum in chips and data-center demand keeps climbing. Microsoft and Alphabet add more Big Tech fuel, though their recent performance has been a bit more mixed. Apple, while still a heavyweight, looks like it’s catching its breath rather than sprinting. Outside tech, steady names like Visa and Bank of New York Mellon help balance the ride, but this fund clearly lives and dies by U.S. large-cap growth and AI-driven tech.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.39% | $95.93M | $5.49T | 24.90% | 76 Outperform | |
| Alphabet Class A | 5.89% | $88.49M | $4.15T | 60.96% | 85 Outperform | |
| Apple | 3.25% | $48.81M | $4.59T | 37.72% | 79 Outperform | |
| Visa | 3.24% | $48.62M | $708.84B | 8.48% | 70 Outperform | |
| Lam Research | 2.93% | $43.98M | $398.65B | 218.10% | 77 Outperform | |
| Bank of New York Mellon | 2.83% | $42.44M | $110.08B | 53.88% | 75 Outperform | |
| Microsoft | 2.80% | $42.04M | $3.75T | 1.35% | 79 Outperform | |
| Johnson & Johnson | 2.68% | $40.23M | $640.48B | 51.48% | 78 Outperform | |
| Dell Technologies | 2.57% | $38.65M | $306.16B | 273.51% | 65 Neutral | |
| Micron | 2.48% | $37.30M | $1.06T | 683.85% | 79 Outperform |
SEIM Technical Analysis
Neutral
―
Price Trends
54.23
Negative
53.10
Positive
49.78
Positive
Market Momentum
0.07
Positive
47.76
Neutral
30.22
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SEIM, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 54.71, equal to the 50-day MA of 54.23, and equal to the 200-day MA of 49.78, indicating a neutral trend. The MACD of 0.07 indicates Positive momentum. The RSI at 47.76 is Neutral, neither overbought nor oversold. The STOCH value of 30.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SEIM.
SEIM Peer Comparison
Comparison Results
Performance Comparison
SEIM
SEI Enhanced U.S. Large Cap Momentum Factor ETF
54.05
11.21
26.17%
FELC
Fidelity Enhanced Large Cap Core ETF
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―
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TCAF
T. Rowe Price Capital Appreciation Equity ETF
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―
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DIVO
Amplify CWP Enhanced Dividend Income ETF
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―
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GPIX
Goldman Sachs S&P 500 Core Premium Income ETF
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―
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GPIQ
Goldman Sachs Nasdaq 100 Core Premium Income 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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