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Alpha Blue Capital US Small-Mid Cap Dynamic ETF(ABCS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ABCS
09/18/2026: ABCS (1-star) is currently NOT-A-BUY. Pass it for now.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Analysis of Past Performance
Type ETF | Historic Profit 3.54% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/18/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 19, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $12.95M |
| Issuer | ALPHA BLUE CAPITAL |
| Expense Ratio | 0.27% |
| Distribution Yield | 1.11% |
| Inception | Dec 18, 2023 |
| Index Tracked | BNY Mellon ABC Index |
Performance
| Period | Total Return |
|---|---|
| YTD | +15.46% |
| 1 Year | +17.29% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 11.63% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 51.35% |
| Small Cap | 33.18% |
| Large Cap | 7.27% |
| Micro Cap | 6.70% |
| Mega Cap | 0.13% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 22.17% |
| Healthcare | 16.07% |
| Consumer Cyclicals | 14.26% |
| Technology | 13.82% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 12.58x |
| Portfolio P/B | 1.94x |
| Portfolio P/S | 0.85x |
| Holdings Turnover | 0.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Vanguard Small-Cap Value Index Fund ETF Shares | 14.20% |
| Vanguard Mid-Cap Value Index Fund ETF Shares | 5.06% |
| Vanguard Index Funds - Vanguard Small-Cap ETF | 5.04% |
| Vanguard Index Funds - Vanguard Mid-Cap ETF | 4.80% |
| Elevance Health | 2.25% |
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