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TSNF - ETF AI Analysis

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TSNF

Truth Social American Next Frontiers ETF (TSNF)

Rating:62Neutral
Price Target:
TSNF, the Truth Social American Next Frontiers ETF, has a solid overall rating driven by several strong growth-focused holdings like Natera and Samsara, which show robust revenue trends, positive momentum, and strategic expansions that support the fund’s quality. However, a number of holdings face ongoing profitability and valuation challenges, and there is notable exposure to companies with financial performance issues, which adds risk and likely prevents the ETF from achieving a higher rating.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, indicating positive momentum for investors who have held it over that period.
Leading Growth-Oriented Holdings
Several top positions, including well-known technology and health care names, have shown strong performance, helping drive the fund’s overall returns.
Broad Sector Diversification Within the U.S.
The fund spreads its investments across many sectors such as technology, health care, industrials, and financials, which helps reduce the impact if any single industry struggles.
Negative Factors
High Expense Ratio
The ETF charges relatively high annual fees compared with many broad market funds, which can eat into long-term returns.
Very 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 faces a downturn.
Recent Short-Term Weakness
The ETF has shown weak performance over the past month and includes some lagging holdings, which may signal higher short-term volatility.

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

TSNF Summary

TSNF, the Truth Social American Next Frontiers ETF, follows the Truth Social Yorkville American Next Frontiers Index and focuses on U.S. companies leading new technology and industrial innovation. It spreads investments across areas like tech, health care, and industrials, with well-known names such as Advanced Micro Devices (AMD) and Applied Materials among its holdings. Investors might consider TSNF if they want growth potential from companies driving future breakthroughs, while still getting diversification across several sectors. A key risk is that it is heavily tilted toward innovative and tech-related businesses, so its value can rise and fall sharply with changes in those sectors and the broader market.
How much will it cost me?This ETF has an expense ratio of 0.65%, which means you’ll pay about $6.50 per year for every $1,000 you invest. That’s higher than the average ETF because it follows a specialized, thematic index rather than a broad, plain-vanilla market index.
What would affect this ETF?This ETF could benefit if U.S. technology and innovation-focused companies, especially in areas like space, defense, and semiconductors, continue to grow and if a strong U.S. economy and supportive government spending on tech and defense boost its top holdings. On the other hand, it could be hurt by rising interest rates that pressure growth and tech stocks, tighter regulations or shifts in government priorities affecting defense and space industries, or if its exclusion of companies with DEI policies limits its opportunity set compared with broader U.S. market funds.

TSNF Top 10 Holdings

TSNF is leaning hard into U.S. innovation, with a tech-and-healthcare core that sets the tone for performance. On the upside, names like UiPath and IQVIA are helping pull the fund forward with rising momentum around AI and data-driven services, while Hinge Health and Natera add extra spark from fast-growing digital and precision health themes. Charles River Labs and Avantor, however, look more mixed, with operational and valuation worries acting like sandbags on returns. Overall, it’s a U.S.-only, innovation-heavy portfolio with a clear tilt toward software and life sciences leaders.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
NIQ Global Intelligence PLC1.48%$125.35K$5.35B7.13%
54
Neutral
Appian1.08%$91.54K$2.67B28.48%
58
Neutral
Charles River Labs1.06%$89.32K$13.91B82.40%
60
Neutral
Natera1.02%$86.47K$46.82B100.50%
73
Outperform
UiPath0.99%$83.93K$8.25B46.73%
72
Outperform
Avantor0.98%$82.69K$9.64B8.97%
48
Neutral
Elastic0.98%$82.36K$8.93B7.34%
65
Neutral
Hinge Health, Inc. Class A0.97%$81.47K$6.91B53.59%
70
Outperform
Bio-Techne0.94%$79.00K$11.32B26.68%
64
Neutral
IQVIA Holdings0.93%$78.77K$42.15B35.92%
73
Outperform

TSNF Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
30.98
Positive
100DMA
30.14
Positive
200DMA
Market Momentum
MACD
0.33
Negative
RSI
54.87
Neutral
STOCH
15.52
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For TSNF, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 30.70, equal to the 50-day MA of 30.98, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 0.33 indicates Negative momentum. The RSI at 54.87 is Neutral, neither overbought nor oversold. The STOCH value of 15.52 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSNF.

TSNF Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$8.41M0.65%
62
Neutral
$96.96M0.50%
70
Outperform
$57.07M0.65%
70
Outperform
$47.55M0.35%
68
Neutral
$31.44M0.77%
72
Outperform
$22.73M0.57%
64
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
TSNF
Truth Social American Next Frontiers ETF
31.52
6.87
27.87%
MILN
Global X Millennial Consumer ETF
RBLD
First Trust Alerian US NextGen Infrastructure ETF
CCSO
Carbon Collective Climate Solutions U.S. Equity ETF
GK
AdvisorShares Gerber Kawasaki ETF
JXX
Janus Henderson Transformational Growth 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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