SPCT - ETF AI Analysis
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Liberty One Spectrum ETF (SPCT)
Rating:72Outperform
Price Target:―
Positive Factors
Broad Sector Diversification
The ETF spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Generally Strong Recent Performance
The fund has shown steady gains over the past month, three months, and year to date, indicating positive recent momentum.
Solid Top Holdings
Several of the largest positions, including Broadcom, Amazon, Caterpillar, Texas Instruments, Walmart, Alphabet, and Johnson & Johnson, have delivered strong year-to-date results that support the fund’s performance.
Negative Factors
High Expense Ratio
The ETF charges relatively high fees, which can eat into long-term returns compared with lower-cost alternatives.
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the fund offers little geographic diversification and is highly tied to the U.S. market.
Notable Underperforming Holdings
Some key positions such as Apple, Cardinal Health, and Eli Lilly have shown weak or negative year-to-date performance, which can drag on overall returns if the weakness continues.
SPCT vs. SPDR S&P 500 ETF (SPY)
AUM65.66M
RegionNorth America
Expense Ratio0.85%
Beta0.46
IssuerLiberty One
Inception DateSep 30, 2025
Dividend Yield0.74%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,667
30 Day Avg. Volume11,391
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
31.43Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering51
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SPCT Summary
The Liberty One Spectrum ETF (SPCT) is an actively managed fund that invests in large U.S. companies, with a focus on firms that regularly pay dividends. It doesn’t track a specific index, but instead picks a mix of blue-chip stocks across many sectors, including technology, health care, and consumer goods. Well-known holdings include Apple, Amazon, Walmart, and Johnson & Johnson. Someone might invest in SPCT for a combination of potential growth and steady income, plus broad diversification across industries. A key risk is that its stock prices and dividend payments can go up and down with the overall 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
This U.S.-focused, large-cap dividend ETF leans heavily on industrial and tech powerhouses, with Caterpillar and Texas Instruments doing much of the heavy lifting thanks to steadily rising share prices and solid earnings. Big Tech names like Apple, Alphabet, and Broadcom are more of a mixed bag—long-term stories investors still love, but lately they’ve been catching their breath rather than sprinting. Amazon has been wobbling, occasionally dragging on returns, while steady players in health care and financials, like Eli Lilly and Goldman Sachs, help keep the fund’s overall ride relatively smooth.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Caterpillar | 3.49% | $2.32M | $454.11B | 179.14% | 76 Outperform | |
| Apple | 3.24% | $2.16M | $4.38T | 47.40% | 79 Outperform | |
| Eli Lilly & Co | 3.07% | $2.05M | $1.03T | 43.01% | 72 Outperform | |
| Amazon | 2.90% | $1.93M | $2.63T | 11.66% | 71 Outperform | |
| Broadcom | 2.87% | $1.91M | $1.96T | 54.52% | 76 Outperform | |
| Texas Instruments | 2.76% | $1.84M | $293.83B | 64.99% | 78 Outperform | |
| Cardinal Health | 2.68% | $1.79M | $51.94B | 35.82% | 66 Neutral | |
| Johnson & Johnson | 2.57% | $1.71M | $549.78B | 52.85% | 78 Outperform | |
| Alphabet Class C | 2.45% | $1.63M | $4.46T | 110.10% | 82 Outperform | |
| Deere | 2.25% | $1.50M | $159.06B | 16.44% | 66 Neutral |
SPCT Technical Analysis
Positive
―
Price Trends
27.19
Positive
26.98
Positive
Market Momentum
0.06
Negative
60.98
Neutral
74.42
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SPCT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 27.20, equal to the 50-day MA of 27.19, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.06 indicates Negative momentum. The RSI at 60.98 is Neutral, neither overbought nor oversold. The STOCH value of 74.42 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SPCT.
SPCT Peer Comparison
Comparison Results
Performance Comparison
SPCT
Liberty One Spectrum ETF
27.57
2.59
10.37%
ACEP
ARS Core Equity Portfolio ETF
―
―
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FCUS
Pinnacle Focused Opportunities ETF
―
―
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JOYT
JPMorgan Equity and Options Total Return ETF
―
―
―
EGGQ
NestYield Visionary ETF
―
―
―
JHDG
John Hancock Hedged 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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