STNC - ETF AI Analysis
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Stance Equity ESG Large Cap Core ETF (STNC)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, suggesting its strategy has worked well in the recent market environment.
Solid Performance from Key Holdings
Several of the largest positions, including companies like DaVita, WW Grainger, Starbucks, and Best Buy, have shown strong year-to-date performance, helping support the fund’s overall returns.
Broad Sector Diversification
The fund is spread across many sectors such as consumer cyclical, technology, industrials, health care, and others, which helps reduce the impact if any single industry struggles.
Negative Factors
High Expense Ratio
The ETF charges a relatively high fee, which can eat into investor returns compared with lower-cost index funds.
Short-Term Performance Weakness
The fund’s recent one-month performance has been weak, showing that it can be sensitive to short-term market swings.
Heavy U.S. Concentration
Almost all of the ETF’s holdings are in U.S. companies, offering little geographic diversification if the U.S. market faces a downturn.
STNC vs. SPDR S&P 500 ETF (SPY)
AUM90.92M
RegionNorth America
Expense Ratio0.85%
Beta0.76
IssuerHennessy
Inception DateMar 15, 2021
Dividend Yield0.93%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,135
30 Day Avg. Volume1,646
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
43.13Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering47
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
STNC Summary
The Stance Equity ESG Large Cap Core ETF (STNC) is a U.S. stock fund that follows a broad “total market” theme while focusing on large, well‑known companies that meet environmental, social, and governance (ESG) standards. It holds household names like Costco and Starbucks, along with firms from many sectors such as technology, health care, and consumer goods. Someone might invest in STNC to get diversified exposure to big U.S. companies while aligning their money with more responsible business practices. A key risk is that it still moves with the overall stock market, so its value can rise and fall significantly over time.
How much will it cost me?The Stance Equity ESG Large Cap Core ETF (STNC) has an expense ratio of 0.85%, which means you’ll pay $8.50 per year for every $1,000 invested. This is higher than average because it is actively managed and focuses on ESG criteria, which typically involve more research and oversight compared to passively managed ETFs.
What would affect this ETF?The Stance Equity ESG Large Cap Core ETF could benefit from growing interest in sustainable investing and the strong performance of sectors like technology and health care, which are significant parts of its portfolio. However, it may face challenges from economic slowdowns or rising interest rates, which could negatively impact consumer spending and financial sector performance. Additionally, regulatory changes affecting ESG criteria or large-cap companies could influence the ETF's future returns.
STNC Top 10 Holdings
STNC leans into U.S. large caps with an ESG twist, and its story right now is driven by a mix of resilient health care and consumer names. Biogen and McKesson have been steady climbers, giving the fund a solid health care backbone, while Starbucks and Best Buy add consumer punch with rising results despite some technical headwinds. On the other side, Charter Communications has been lagging and HCA Healthcare is losing steam, modestly dragging on returns. Overall, the ETF is broadly diversified across sectors, with no single stock dominating the stage.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| HP | 4.46% | $4.06M | $32.00B | 26.85% | 61 Neutral | |
| Best Buy Co | 3.83% | $3.48M | $19.04B | 19.68% | 62 Neutral | |
| McKesson | 3.66% | $3.33M | $102.78B | 23.91% | 62 Neutral | |
| Charter Communications | 3.50% | $3.19M | $25.53B | -44.66% | 69 Neutral | |
| Ford Motor | 3.40% | $3.09M | $55.71B | 19.61% | 71 Outperform | |
| HCA Healthcare | 3.39% | $3.08M | $92.43B | 5.38% | 70 Neutral | |
| Biogen | 3.37% | $3.06M | $32.08B | 49.90% | 74 Outperform | |
| FedEx | 3.35% | $3.05M | $73.84B | 35.91% | 79 Outperform | |
| Regions Financial | 3.31% | $3.01M | $25.67B | 10.94% | 79 Outperform | |
| W. R. Berkley Corporation | 3.25% | $2.96M | $25.95B | -5.31% | 73 Outperform |
STNC Technical Analysis
Negative
―
Price Trends
36.82
Negative
36.62
Negative
35.48
Positive
Market Momentum
-0.17
Positive
45.07
Neutral
52.37
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For STNC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 36.60, equal to the 50-day MA of 36.82, and equal to the 200-day MA of 35.48, indicating a neutral trend. The MACD of -0.17 indicates Positive momentum. The RSI at 45.07 is Neutral, neither overbought nor oversold. The STOCH value of 52.37 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for STNC.
STNC Peer Comparison
Comparison Results
Performance Comparison
STNC
Stance Equity ESG Large Cap Core ETF
36.30
4.12
12.80%
BAMD
Brookstone Dividend Stock ETF
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SOVF
Sovereign's Capital Flourish Fund
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VAMO
Cambria Value & Momentum ETF
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PFOE
Pathfinder Focused Opportunities ETF
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YALL
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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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