AIEQ0.690%
as of Jul 20
CVS
GrowthCVS HEALTH CORPORATION
CVS Health Corporation provides health solutions in the United States. The company operates through Health Care Benefits, Health Services, and Pharmacy & Consumer Wellness segments. The Health Care Benefits segment offers traditional, voluntary, and consumer-directed health insurance products and related services, including medical, pharmacy, dental and behavioral health plans, medical management capabilities, Medicare Advantage and Medicare Supplement plans, PDPS and Medicaid health care management services.
Close · 3M
+37.50%
Held by 3 AI ETFs
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals6
Win rate83% (5/6)
Avg buy return+15.69%
AIEQ · Weight increase · 2d
AIEQ has shown a gradual accumulation in its CVS allocation, increasing its weight from 0.66% to 0.69% over the recent observation period. This methodical accumulation, occurring as CVS's price reaches 100% of its 52-week high following a 40.8% gain over 90 days, directly reflects the continuous processing capabilities of IBM Watson NLP. Watson's daily ingestion of news, filings, and social posts across thousands of US equities likely identifies sustained positive sentiment or an evolving fundamental outlook for CVS, driving EquBot's risk overlay to incrementally adjust the position. The high-turnover nature of this broad market, sentiment-and-fundamentals hybrid fund enables these precise daily rebalancing adjustments, distinguishing AIEQ’s dynamic approach in managing its holdings like CVS Health Corporation.
weight 0.670% → 0.690% (+0.020 pp)·stock up 6.7% in the 30 days before
Jul 19·entry $107.61·now $107.61Fresh
0.00%
since Jul 19
AIEQ · Sudden change · 1d
Amplify ETFs' AIEQ, which leverages IBM Watson NLP to process news, filings, and social posts for its daily stock rankings, initiated a substantial weight increase in CVS on July 1st, moving its allocation from 0.23% to 0.67%. This rapid adjustment aligns with the fund's daily rebalancing cadence, allowing for quick position shifts across its portfolio of 140-180 US stocks when new information emerges. With CVS trading at $104.81, precisely 100% of its 52-week high, the AI's detection of sustained positive sentiment or accelerating news flow likely drove the decision. While a PER of 45.59 might suggest a rich valuation, AIEQ's hybrid fundamentals and sentiment approach appears to be prioritizing the recent market momentum and the healthcare company's narrative, as captured by its comprehensive NLP engine.
weight 0.230% → 0.670% (+0.440 pp)·stock up 15.7% in the 30 days before
Jul 1·entry $104.81·now $107.61
+2.67%
since Jul 1
AIEQ · Weight increase · 2d
weight 0.200% → 0.220% (+0.020 pp)·stock up 10.4% in the 30 days before
Jun 7·entry $97.08·now $107.61Chased
+10.85%
since Jun 7
AIEQ · New entry · 1d
weight 0 → 0.200% (new)·stock up 8.4% in the 30 days before
May 30·entry $90.62·now $107.61Chased
+18.75%
since May 30
QRFT · Weight increase · 2d
The portfolio's recent adjustment for CVS reflects a modest, two-step weight increase from 0.27% to 0.29% over a few trading days, culminating in a 0.01% uptick on June 23rd. This incremental increase in a stock currently at 100% of its 52-week high, alongside a +58.1% one-year return, points to Qraft AI’s momentum factor detecting sustained upward movement for this Health Care company. The AI-driven system, which incorporates proprietary alternative-data overlays with traditional factors, likely continues to identify favorable trends despite CVS's PER of 43.83. Such a calibrated, gradual adjustment ensures prudent rebalancing within QRFT’s broad large-cap core framework, preventing over-concentration while CVS maintains its price strength.
weight 0.270% → 0.290% (+0.020 pp)·stock up 8.8% in the 30 days before
Jun 23·entry $101.57·now $107.61Drifting
+5.95%
since Jun 23
QRFT · Weight increase · 2d
weight 0.250% → 0.270% (+0.020 pp)·stock up 10.4% in the 30 days before
Jun 5·entry $95.93·now $107.61Chased
+12.18%
since Jun 5
QRFT · Weight decrease · 2d
weight 0.240% → 0.220% (-0.020 pp)·stock up 5.9% in the 30 days before
Apr 17·entry $77.30·now $107.61
+39.21%
since Apr 17
QRFT · Accumulation · 3d
weight 0.210% → 0.230% (+0.020 pp)·stock down 8.8% in the 30 days before
Apr 2·entry $73.49·now $107.61Chased
+46.43%
since Apr 2
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jul 19
AI ETFs like AIEQ are showing an increasing weight trend for CVS Health, indicating an accumulation phase, while QRFT and PQUS also hold positions. This contrasts with the framework's 'Fail' verdict, which identifies concerns regarding the company's financial health and the lack of a sufficient margin of safety at the current price.
- Circle of CompetenceCVS Health's diversified healthcare segments, while complex, provide essential and recurring services allowing for reasonable ten-year cash flow projections.
- Economic MoatCVS Health benefits from significant scale advantages in drug purchasing and distribution, as well as high switching costs for its PBM and insurance clients, creating a durable economic moat.
- ManagementThe provided data does not offer sufficient information to assess management's candor, capital allocation discipline, or skin in the game.
- Financial HealthThe reported Return on Equity (ROE) of 3.87% falls significantly below the required 10-year average of 15% and the minimum 10% for any single year, indicating poor financial health by the framework's standards.
- Margin of SafetyWith a high P/E of 46.77 and a very low ROE of 3.87%, the current price does not appear to offer a defensible margin of safety against a conservative estimate of intrinsic value.
CVS Health passes the initial checks for circle of competence and possesses an identifiable economic moat in its business. However, the company's financial health is notably weak with a very low Return on Equity. Furthermore, the current valuation metrics do not suggest a margin of safety, leading to an overall 'Fail' verdict within this value investing framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.