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- Upturn Summary
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Upturn AI Summary
ETF Opportunities Trust - American Conservative Values ETF(ACVF)
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 ACVF
10/28/2026: ACVF (3-star) is currently NOT-A-BUY. Pass it for now.
ACVF provides exposure to large-cap U.S. equities, specifically filtered through a conservative values-based lens to exclude certain corporate behaviors. Its primary strengths include its unique ideological mandate and active management, though it carries a higher expense ratio and lower liquidity than passive market-cap index funds. It serves as a core equity holding for investors who want to align their financial portfolio with specific values. Key risks include sector concentration due to exclusions and the potential for performance tracking errors versus broader benchmarks. This ETF is best suited for long-term, values-driven investors who are comfortable with active management costs.
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.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund offers exposure to large-cap growth but the exclusionary criteria may limit participation in certain high-growth sectors. |
| Momentum investor | Mixed fit | Momentum investors may find the active, values-based screen potentially disruptive to pure technical momentum strategies. |
| Value investor | Strong fit | The portfolio construction often aligns with traditional value characteristics found in large-cap U.S. companies. |
| Dividend/Income investor | Mixed fit | The fund focuses on capital appreciation, though many large-cap holdings naturally provide dividend income. |
| Low-risk investor | Medium fit | While diversified across large-caps, it remains an equity-market investment subject to normal stock market volatility. |
Investor Profile
Ideal Investor Profile
Investors seeking U.S. large-cap equity exposure who prioritize ideological alignment over minimizing expense ratios.
Suitability
Best for long-term investors who prioritize values-based investing strategies.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity-based fund, it is subject to standard market fluctuations. |
| Market risk | Medium | Broad market downturns will negatively impact the fund's net asset value. |
| Concentration | Medium | Exclusionary screens may cause the fund to be underweight in certain economic sectors compared to the broader market. |
| Tracking/expense | Low | As an active fund, the expense ratio is higher than passive alternatives. |
| Liquidity | Medium | Trading volume is lower than major index ETFs, which may affect spreads during high volatility. |
| Business/sector quality | Low | The screening process removes certain companies, which may limit the opportunity set. |
Risk Analysis
Volatility
ACVF exhibits volatility consistent with large-cap U.S. equity markets.
Market Risk
The fund is susceptible to systematic market risks, including economic cycles and interest rate changes.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap U.S. Equities | 98 | The fund invests primarily in large-company U.S. stocks that pass its conservative values-based screening criteria. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small portion of the portfolio is held in cash to manage daily liquidity and operational needs. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 27.01% | Avg. Invested days 76 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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