SPCT - ETF AI Analysis
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Liberty One Spectrum ETF (SPCT)
Rating:72Outperform
Price Target:―
Positive Factors
Strong Top Holdings
Many of the largest stocks in the fund have shown strong year-to-date performance, helping support the ETF’s overall returns.
Broad Sector Diversification
The ETF spreads its investments across many sectors, including technology, health care, consumer stocks, financials, and more, which helps reduce reliance on any single industry.
Solid Recent Performance
The fund’s returns over the past month, three months, and year-to-date have been positive, indicating steady recent momentum.
Negative Factors
High Expense Ratio
The ETF charges a relatively high annual fee, which can eat into long-term returns compared with lower-cost funds.
Heavy U.S. Concentration
Almost all of the fund’s holdings are in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Meaningful Single-Stock Exposure
Well-known companies like Apple, Caterpillar, and Broadcom each make up notable portions of the portfolio, which increases the impact if any of these stocks stumble.
SPCT vs. SPDR S&P 500 ETF (SPY)
AUM67.48M
RegionNorth America
Expense Ratio0.85%
Beta0.44
IssuerLiberty One
Inception DateSep 30, 2025
Dividend Yield0.83%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,955
30 Day Avg. Volume6,948
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
31.79Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering51
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPCT Summary
Liberty One Spectrum ETF (SPCT) is an actively managed fund that invests in large, well-established U.S. companies, with a focus on those that pay steady dividends. It spreads money across many sectors, including technology, health care, consumer goods, and financials, giving investors broad exposure to the U.S. stock market. Well-known holdings include Apple, Amazon, Johnson & Johnson, and Alphabet (Google). Someone might invest in SPCT to seek a mix of income from dividends and long-term growth from blue-chip stocks. A key risk is that the value of the ETF can go up or down with the overall stock market.
How much will it cost me?The Liberty One Spectrum ETF (SPCT) has an expense ratio of 0.85%, meaning you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, which typically involves more research and decision-making compared to passively managed ETFs that track an index.
What would affect this ETF?The Liberty One Spectrum ETF (SPCT) could benefit from strong performance in large-cap sectors like Technology and Consumer Defensive, especially if economic conditions remain stable and consumer spending grows. However, rising interest rates or regulatory changes could negatively impact dividend-paying companies and sectors like Real Estate and Utilities, which are more sensitive to borrowing costs. The ETF’s focus on U.S. companies means it is closely tied to the health of the U.S. economy, which could be a positive or negative driver depending on future economic trends.
SPCT Top 10 Holdings
SPCT leans on a mix of U.S. blue chips, with tech and healthcare doing much of the heavy lifting. Microsoft has been a key engine lately, rising on the back of cloud and AI momentum, while Amazon’s performance has been more mixed, giving the fund a bit of a stop‑and‑go feel. In healthcare, Eli Lilly and Johnson & Johnson are steady contributors, helping balance out some recent lagging from Apple and Broadcom, where enthusiasm has cooled. Consumer names like Coca-Cola add a defensive backbone, keeping overall returns relatively stable.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 3.36% | $2.30M | $4.67T | 34.93% | 79 Outperform | |
| Amazon | 3.09% | $2.12M | $2.79T | 7.86% | 71 Outperform | |
| Caterpillar | 2.95% | $2.02M | $374.15B | 94.68% | 76 Outperform | |
| Eli Lilly & Co | 2.91% | $1.99M | $1.08T | 49.73% | 72 Outperform | |
| Broadcom | 2.85% | $1.95M | $1.70T | 6.30% | 76 Outperform | |
| Cardinal Health | 2.78% | $1.90M | $57.49B | 64.48% | 66 Neutral | |
| Johnson & Johnson | 2.70% | $1.84M | $663.28B | 55.53% | 78 Outperform | |
| Microsoft | 2.54% | $1.73M | $3.71T | -0.89% | 79 Outperform | |
| Deere | 2.52% | $1.72M | $186.99B | 45.82% | 66 Neutral | |
| Texas Instruments | 2.44% | $1.67M | $236.02B | 39.67% | 78 Outperform |
SPCT Technical Analysis
Negative
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Price Trends
27.80
Negative
27.47
Negative
26.85
Positive
Market Momentum
-0.14
Positive
32.81
Neutral
0.65
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPCT, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 27.75, equal to the 50-day MA of 27.80, and equal to the 200-day MA of 26.85, indicating a neutral trend. The MACD of -0.14 indicates Positive momentum. The RSI at 32.81 is Neutral, neither overbought nor oversold. The STOCH value of 0.65 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SPCT.
SPCT Peer Comparison
Comparison Results
Performance Comparison
SPCT
Liberty One Spectrum ETF
27.16
2.19
8.77%
PRMR
PeakShares RMR Prime Equity ETF
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FCUS
Pinnacle Focused Opportunities ETF
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EGGQ
NestYield Visionary ETF
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RWLC
Rayliant Quantitative Developed Market Equity ETF
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LCF
Touchstone US Large Cap Focused 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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