(HRTS) Tema Cardiovascular - Ratings and Ratios

Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • • Health

HRTS: GLP-1, Cardiovascular, Metabolic, Diabetes, Obesity, Heart

The Tema Cardiovascular and Metabolic ETF (NASDAQ:HRTS) is a non-diversified exchange-traded fund designed to focus on companies advancing treatments for cardiovascular and metabolic diseases, particularly those leveraging GLP-1 receptor agonists. Under normal market conditions, the fund allocates at least 80% of its net assets to publicly traded firms generating at least 50% of their revenue from products or services related to GLP-1 therapies or cardiovascular/metabolic disease treatments, as defined by the CDC. The portfolio typically holds between 15 and 100 companies, reflecting its targeted approach to the sector.

As of the latest data, the fund has an average trading volume of 19,062 shares over 20 days, with a last price of $30.81. Its short-term moving average (SMA 20) stands at $30.46, slightly below the current price, while the SMA 50 is at $29.89, indicating recent upward momentum. The SMA 200 is at $32.12, suggesting the fund has been trading below its longer-term average. The Average True Range (ATR) of 0.38 reflects relatively low volatility in recent trading sessions.

With assets under management (AUM) of $64.34 million, the fund is modestly sized within the ETF universe, allowing for targeted exposure to a niche segment of the healthcare sector.

Based on the current SMA trends, the funds price is expected to remain stable with potential upside as the SMA 20 and SMA 50 suggest strengthening momentum. The low ATR of 0.38 indicates that price fluctuations are likely to remain subdued, with a projected range of $30.43 to $31.19 over the next three months.

Given the funds AUM of $64.34 million, liquidity is expected to remain moderate. The focused portfolio may experience sensitivity to sector-specific developments in cardiovascular and metabolic treatments, particularly around GLP-1 therapies. Investor sentiment toward healthcare innovation and regulatory developments could influence performance during this period.

Overall, the fund is projected to trade within a narrow range, with upside potential driven by positive developments in the GLP-1 and cardiovascular/metabolic disease treatment space. The 3-month forecast suggests a price range of $30.00 to $32.00, supported by its current technical and fundamental backdrop.

Additional Sources for HRTS ETF

HRTS ETF Overview

Market Cap in USD 64m
Category Health
TER 0.75%
IPO / Inception 2023-11-20

HRTS ETF Ratings

Growth 5y 4.58%
Fundamental -
Dividend 12.5%
Rel. Strength Industry -16.9
Analysts -
Fair Price Momentum 26.72 USD
Fair Price DCF -

HRTS Dividends

Dividend Yield 12m 1.52%
Yield on Cost 5y 1.79%
Annual Growth 5y -100.00%
Payout Consistency 100.0%

HRTS Growth Ratios

Growth Correlation 3m 31.4%
Growth Correlation 12m -43.7%
Growth Correlation 5y -0.1%
CAGR 5y 9.26%
CAGR/Max DD 5y 0.49
Sharpe Ratio 12m 0.19
Alpha -18.86
Beta 0.88
Volatility 19.78%
Current Volume 7.2k
Average Volume 20d 6.5k
What is the price of HRTS stocks?
As of March 14, 2025, the stock is trading at USD 29.45 with a total of 7,237 shares traded.
Over the past week, the price has changed by -3.49%, over one month by -1.99%, over three months by -3.22% and over the past year by -11.12%.
Is Tema Cardiovascular a good stock to buy?
Neither. Based on ValueRay Analyses, Tema Cardiovascular is currently (March 2025) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 4.58 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of HRTS as of March 2025 is 26.72. This means that HRTS is currently overvalued and has a potential downside of -9.27%.
Is HRTS a buy, sell or hold?
Tema Cardiovascular has no consensus analysts rating.
What are the forecast for HRTS stock price target?
According to ValueRays Forecast Model, HRTS Tema Cardiovascular will be worth about 29.6 in March 2026. The stock is currently trading at 29.45. This means that the stock has a potential upside of +0.65%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 29.6 0.6%