AIUP
FINQ FIRST U.S. Large Cap AI-Managed Equity ETF
FINQ FIRST U.S. Large Cap AI-Managed Equity ETF seeks to provide long-term capital appreciation by primarily investing in a diversified portfolio of large-cap U.S. equities, utilizing advanced artificial intelligence strategies for stock selection and risk management.
US
EQUITY
Active
MANAGEMENT STYLE
$ 4.5 M
ASSETS UNDER MGMT
70 bp
EXPENSES
Fund Basics
| Inception date | Feb 05, 2026 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Annually |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| SANDISK CORP | 16.5 % |
| MICRON TECHNOLOGY INC | 16.1 % |
| CROWDSTRIKE HOLDINGS, INC. CLASS A | 14.8 % |
| LAM RESEARCH CORP | 4.8 % |
| ADVANCED MICRO DEVICES | 4.7 % |
| BLOCK INC. | 4.7 % |
| WESTERN DIGITAL CORP | 4.7 % |
| ARISTA NETWORKS, INC. | 4.6 % |
| AMAZON.COM INC | 4.6 % |
| MERCK & CO. INC. | 4.5 % |
Constituent Breakdown
| Number of holdings | 15 |
| Herfindahl-Hirschman Index | 922 |
| Wgt avg mkt cap (mns) | $1,333,199 |
| Large cap (>$10bn) | 99.9% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.9% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 101.9 % |
Historical Performance
Standardized Performance (as of 08/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -- | -- | -- | -- | -- | -- | -- | 22.2% |
| Dividend Yield | -- | -- | -- | -- | -- | -- | -- | 0.0% |
| Total Returns | -- | -- | -- | -- | -- | -- | -- | 22.2% | Ann. Volatility | -- | -- | -- | -- | -- | -- | -- | 25.2% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.00 | 0% |
| MSCI EAFE | 0.00 | 0% |
| MSCI Emg Mkts | 0.00 | 0% |
Liquidity Measures
| Avg. volume (000) | 2 |
| ADV traded (mns) | $0 |
| Turnover | 1.3% |
| Avg. Bid/Ask (% of price) | 0.43% |
Technical Indicators
| 30d moving avg. (EMA) | $28.42 |
| Relative strength (RSI) | 64 |
| MACD/Signal | 0.82/0.55 |
| Bollinger Bands (Upper/Lower) | $31.37/$25.20 |
| Short interest (% of AUM) | 0.2% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. AIUP |
Expenses vs. AIUP |
ALTAR Score™ vs. AIUP |
|---|---|---|---|---|
| LVDS | JPMorgan Fundamental Data Science Large Value ETF | 33.7% | -21 bp | +2.5% |
| XNTK | State Street SPDR NYSE Technology ETF | 31.8% | -35 bp | +0.4% |
| AOTG | AOT Growth and Innovation ETF | 30.4% | +5 bp | -0.4% |
| QQQG | Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF | 28.7% | -21 bp | +0.7% |
| SPMO | Invesco S&P 500 Momentum ETF | 26.3% | -57 bp | +1.0% |
| DISK | Tema Memory ETF | 26.2% | +5 bp | +1.6% |
| IVES | Wedbush ETFMG Global Cloud Technology ETF | 25.5% | -2 bp | +1.8% |
| IGPT | Invesco AI and Next Gen Software ETF | 25.1% | -10 bp | +0.5% |
| BAI | iShares AI Innovation and Tech Active ETF | 24.8% | -15 bp | -1.2% |
| SHOC | Strive U.S. Semiconductor ETF Strive U.S. Semiconductor ETF | 24.0% | -30 bp | -0.4% |
Risk and Returns: AIUP vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
Content on this tab for Individual & Professional subscribers only. Start your FREE trial
Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
Content on this tab for Individual & Professional subscribers only. Start your FREE trial
Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 9/6/2026
Peer Group Comparison
Sample data. Subscribe for access.
Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
Some content on this tab for Individual & Professional subscribers only. Start your FREE trial
ETF Research Center Rating
2.7%
ALTAR SCORE™
10st
PERCENTILE
AVOID
ETFRC RATING
There are 1,408 funds in the US Equity category with an average
ALTAR Score™ of 5.2% and a standard deviation
of 2.0%. AIUP's ALTAR Score™ is approximately -1.3 standard
deviations above the category average. This places AIUP in the 10st percentile
among funds in the category.
Sell-Side Consensus
$35.7
PRICE TARGET
+18.0%
UPSIDE