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TMFC - ETF AI Analysis

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TMFC

Motley Fool 100 Index ETF (TMFC)

Rating:74Outperform
Price Target:
TMFC’s rating reflects a portfolio led by high-quality tech and consumer leaders like Alphabet, Apple, Microsoft, and Nvidia, all benefiting from strong financial performance and long-term growth drivers in AI, cloud, and services. These strengths are partly offset by holdings such as Berkshire Hathaway and Amazon, where bearish technical signals, premium valuations, and cash flow concerns weigh on the overall picture. The main risk factor is the fund’s heavy concentration in large technology-related names, which can increase volatility if sentiment toward the sector weakens.
Positive Factors
Strong Overall Performance
The ETF has shown solid gains over the year so far, with recent one-month and three-month returns also trending positively.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and consumer names, have delivered strong year-to-date performance, helping drive the fund’s results.
Broad Sector Exposure
Holdings spread across technology, communication services, financials, consumer sectors, health care, and more help reduce reliance on any single industry.
Negative Factors
High Concentration in a Few Stocks
A small number of large positions make up a big share of the portfolio, which increases the impact that any one company’s performance can have on the ETF.
Heavy Tilt Toward Technology
With a large portion of assets in the technology sector, the fund is more sensitive to downturns or volatility in tech-related stocks.
Limited International Diversification
Almost all of the ETF’s holdings are in U.S. companies, offering little geographic diversification if the U.S. market faces challenges.

TMFC vs. SPDR S&P 500 ETF (SPY)

TMFC Summary

TMFC is an ETF that follows the Motley Fool 100 Index, made up of 100 U.S. companies chosen by the Motley Fool research team. It focuses on large, well-known businesses across many sectors, with a strong tilt toward technology and communication services. Top holdings include familiar names like Apple, Nvidia, Amazon, and Microsoft. Investors might consider TMFC for growth potential and instant diversification in leading U.S. companies without having to pick individual stocks. However, because it leans heavily toward tech and other growth stocks, its price can move up and down sharply with changes in the stock market.
How much will it cost me?The Motley Fool 100 Index ETF (TMFC) has an expense ratio of 0.50%, meaning you’ll pay $5 per year for every $1,000 invested. This is higher than average for ETFs because it is actively managed, focusing on a curated selection of top U.S. companies rather than passively tracking a broad market index.
What would affect this ETF?The TMFC ETF, heavily focused on U.S. technology and communication services companies like Nvidia, Microsoft, and Apple, could benefit from continued innovation and growth in these sectors, especially if consumer demand for tech products and services remains strong. However, it may face challenges from rising interest rates, which can negatively impact high-growth companies, or regulatory changes targeting large tech firms. Broader economic conditions, such as a slowdown in consumer spending or financial market volatility, could also affect its performance.

TMFC Top 10 Holdings

TMFC is essentially riding the Big Tech and semiconductor wave, with Nvidia, Apple, Microsoft, AMD, and Broadcom steering the ship. Apple and Nvidia have been rising and doing much of the heavy lifting, while AMD has been a standout high-flyer, giving the fund extra juice from the chip sector. On the flip side, Microsoft and Amazon have seen more mixed, sometimes lagging action, occasionally putting a brake on momentum. Alphabet is steady but not spectacular. With all major holdings rooted in U.S. markets and heavily tilted toward technology and communication services, this ETF is a concentrated bet on America’s digital and AI future.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia10.13%$207.91M$4.86T14.80%
76
Outperform
Apple9.45%$194.00M$4.54T49.21%
79
Outperform
Alphabet Class C9.08%$186.36M$4.36T90.28%
82
Outperform
Microsoft7.43%$152.52M$3.45T-8.96%
79
Outperform
Amazon6.08%$124.92M$2.92T34.19%
71
Outperform
Berkshire Hathaway B3.86%$79.26M$992.60B11.77%
66
Neutral
Broadcom3.86%$79.19M$1.85T31.74%
76
Outperform
JPMorgan Chase3.24%$66.47M$942.63B19.84%
72
Outperform
Walmart3.15%$64.72M$884.94B11.16%
78
Outperform
Advanced Micro Devices2.72%$55.74M$776.41B174.15%
73
Outperform

TMFC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
76.72
Positive
100DMA
74.25
Positive
200DMA
72.61
Positive
Market Momentum
MACD
0.59
Negative
RSI
64.80
Neutral
STOCH
91.97
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TMFC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 77.21, equal to the 50-day MA of 76.72, and equal to the 200-day MA of 72.61, indicating a bullish trend. The MACD of 0.59 indicates Negative momentum. The RSI at 64.80 is Neutral, neither overbought nor oversold. The STOCH value of 91.97 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TMFC.

TMFC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.09B0.50%
74
Outperform
$8.91B0.02%
74
Outperform
$5.32B0.25%
74
Outperform
$5.24B0.98%
69
Neutral
$4.88B0.50%
75
Outperform
$4.65B0.06%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TMFC
Motley Fool 100 Index ETF
79.85
13.03
19.50%
BBUS
JP Morgan Betabuilders U.S. Equity ETF
DSI
iShares MSCI KLD 400 Social ETF
AKRE
Akre Focus ETF
QLTY
GMO U.S. Quality ETF
VTHR
Vanguard Russell 3000 ETF
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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