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- Upturn Summary
- Fund Details
Upturn AI Summary
Avantis Total Equity Markets ETF(AVTM)
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 AVTM
10/28/2026: AVTM (2-star) is a SELL. SELL for 4 days. Simulated Profits (6.25%). Updated daily EoD!
AVTM is an actively managed ETF that provides broad global equity exposure by systematically tilting toward value and profitability factors. It offers a sophisticated alternative to traditional market-cap-weighted funds, aiming for long-term outperformance through evidence-based research. The fund is best suited for long-term investors comfortable with equity volatility who want a core holding that diverges from pure indexing. Investors should monitor factor performance cycles and the fund's expense ratio relative to purely passive competitors. It is among the modern, factor-tilted options for those seeking more than market-average returns.
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 | While it captures equity growth, its value tilt may lead to temporary underperformance during momentum-driven bull markets. |
| Momentum investor | Weak fit | The fund's systematic tilt toward value stocks may conflict with pure momentum-based strategies. |
| Value investor | Strong fit | Its systematic tilt toward lower relative prices makes it an excellent tool for value-oriented investors. |
| Dividend/Income investor | Mixed fit | The fund focuses on total return rather than dividend yield, though many value-tilted stocks pay dividends. |
| Low-risk investor | Weak fit | As a total equity market fund, it carries the full volatility associated with global stock market investments. |
Investor Profile
Ideal Investor Profile
Investors seeking core global equity exposure who believe in systematic factor tilting to potentially outperform standard market-cap-weighted indices.
Suitability
Best suited for long-term investors looking for a core portfolio building block with an active management approach.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | As a 100% equity fund, it is subject to the inherent price swings of global stock markets. |
| Market risk | High | Global economic downturns will directly impact the fund's net asset value. |
| Concentration | Low | The fund is highly diversified across geography and industry, reducing single-security risk. |
| Tracking/expense | Low | The active strategy aims for premiums rather than tracking an index, meaning tracking error is an intentional feature. |
| Liquidity | Low | Most underlying holdings are highly liquid, posing minimal liquidity risk to the fund. |
| Business/sector quality | Medium | The focus on profitability filters out lower-quality companies, mitigating some business risk. |
Risk Analysis
Volatility
The fund exhibits volatility characteristic of the broader global equity market.
Market Risk
Risks include global economic cycles, interest rate changes, and currency fluctuations inherent in international holdings.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | US Equities | 60 | Provides the core growth engine of the portfolio through exposure to the largest and most liquid developed market. |
| Geography | International Developed Equities | 30 | Offers diversification benefits and exposure to global economies outside of the United States. |
| Geography | Emerging Market Equities | 10 | Provides exposure to higher-growth potential developing nations, albeit with increased volatility. |
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 6.25% | Avg. Invested days 128 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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