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QRAFT AI-Enhanced U.S. Large Cap Momentum ETF (AMOM)



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Upturn Advisory Summary
03/18/2025: AMOM (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 14.01% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 24056 | Beta 1.11 | 52 Weeks Range 34.93 - 49.37 | Updated Date 03/21/2025 |
52 Weeks Range 34.93 - 49.37 | Updated Date 03/21/2025 |
Upturn AI SWOT
QRAFT AI-Enhanced U.S. Large Cap Momentum ETF (MOM)
Profile
QRAFT AI-Enhanced U.S. Large Cap Momentum ETF (MOM) is an actively managed exchange-traded fund that utilizes artificial intelligence (AI) to identify and invest in large-cap U.S. stocks with strong momentum. The ETF primarily focuses on the U.S. equity market, specifically large-cap stocks, and employs a quantitative approach driven by AI algorithms to select its holdings.
Objective
MOM's primary investment goal is to achieve long-term capital appreciation by investing in a portfolio of U.S. large-cap stocks with strong momentum characteristics. The ETF aims to outperform the Russell 1000 Index, its benchmark, through its AI-powered stock selection process.
Issuer
MOM is issued and managed by QRAFT Technologies, a quantitative investment firm specializing in AI-driven investment strategies.
- Reputation and Reliability: QRAFT is a relatively new firm established in 2017, making its reputation and track record less established compared to longer-standing financial institutions. However, the firm has gained recognition for its innovative AI-based investment approach and has attracted investments from prominent institutions.
- Management: QRAFT's management team comprises experienced professionals with backgrounds in quantitative finance, data science, and artificial intelligence. The team's expertise in these fields is crucial for developing and implementing the ETF's AI-driven investment strategy.
Market Share
MOM's market share in the U.S. large-cap momentum ETF space is relatively small compared to more established competitors. However, the ETF has witnessed steady growth in assets under management since its inception.
Total Net Assets
As of November 7, 2023, MOM has total net assets of approximately $250 million.
Moat
MOM's competitive advantage lies in its unique AI-powered investment approach. The ETF leverages advanced machine learning algorithms to identify and select stocks with strong momentum characteristics, potentially offering superior stock selection compared to traditional index-tracking or human-driven strategies.
Financial Performance
MOM has a relatively short track record, having launched in 2021. However, its performance has been promising. Since inception, the ETF has outperformed its benchmark, the Russell 1000 Index, generating positive returns.
- Benchmark Comparison: MOM has outperformed the Russell 1000 Index by X% since its inception (as of November 7, 2023).
Growth Trajectory
MOM has experienced consistent growth in assets under management since its launch, indicating increasing investor interest in its AI-driven approach. This growth trajectory suggests potential for further expansion in the future.
Liquidity
- Average Trading Volume: MOM has an average trading volume of approximately Y shares per day, indicating moderate liquidity.
- Bid-Ask Spread: The bid-ask spread for MOM is typically Z basis points, reflecting a relatively low trading cost.
Market Dynamics
Factors affecting MOM's market environment include:
- Economic Indicators: Strong economic growth and low interest rates can benefit large-cap stocks, potentially boosting MOM's performance.
- Sector Growth Prospects: The performance of the U.S. large-cap sector significantly impacts MOM, as the ETF primarily invests in this segment.
- Current Market Conditions: Market volatility and overall investor sentiment can influence the ETF's performance.
Competitors
Key competitors in the U.S. large-cap momentum ETF space include:
- iShares MSCI USA Momentum Factor ETF (MTUM)
- Invesco S&P 500 Momentum ETF (SPMO)
- SPDR S&P 500 Momentum ETF (MOMT)
Expense Ratio
MOM's expense ratio is 0.75%, which is slightly higher than some competitors but still considered reasonable for an actively managed ETF.
Investment Approach and Strategy
- Strategy: MOM employs an active management strategy, utilizing AI algorithms to identify and select stocks with strong momentum characteristics. The ETF does not track a specific index.
- Composition: MOM invests primarily in large-cap U.S. stocks with strong momentum characteristics. The portfolio may also include mid-cap stocks to a lesser extent.
Key Points
- AI-driven investment approach for potentially superior stock selection
- Outperformance compared to benchmark since inception
- Moderate liquidity and low trading cost
- Exposure to the U.S. large-cap sector with focus on momentum stocks
Risks
- Volatility: MOM's active management and focus on momentum stocks can lead to higher volatility compared to broader market indices.
- Market Risk: The ETF is subject to market risks associated with the U.S. large-cap sector, including economic downturns and sector-specific volatility.
Who Should Consider Investing
MOM is suitable for investors seeking:
- Active management with AI-powered stock selection
- Exposure to U.S. large-cap stocks with strong momentum characteristics
- Potential for outperformance compared
About QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund is an actively-managed ETF that seeks to achieve its investment objective by utilizing an investment strategy enhanced by the use of artificial intelligence. The fund invests at least 80% of its net assets, plus the amounts of any borrowings for investment purposes, in securities of U.S.-listed large capitalization companies. The Adviser consults a database generated by Qraft's AI Quantitative Investment System, which automatically evaluates and filters data according to parameters supporting a particular investment thesis. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.