Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Brown Advisory Sustainable Value ETF(BASV)
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 BASV
10/28/2026: BASV (2-star) is currently NOT-A-BUY. Pass it for now.
BASV is an actively managed ETF that provides exposure to high-quality U.S. companies screened through a rigorous, sustainable (ESG) investment process. Its primary strength lies in the depth of Brown Advisory’s active research, which seeks to identify companies with durable competitive advantages. While it carries a higher expense ratio than passive ESG index funds, it offers the potential for active outperformance. Investors should monitor the fund’s tracking against the broad market and the consistency of its management team. It is best suited for long-term investors who prioritize fundamental research and sustainability over low-cost passive tracking.
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 | Strong fit | The focus on high-quality businesses with sustainable competitive advantages aligns well with long-term growth objectives. |
| Momentum investor | Mixed fit | As an active fundamental strategy, it is not designed to capture short-term momentum trends. |
| Value investor | Strong fit while signal remains positive | The fund emphasizes sustainable valuation metrics and fundamental quality, appealing to value-conscious investors. |
| Dividend/Income investor | Mixed fit | While it holds quality companies, it is not specifically designed as a high-dividend yield strategy. |
| Low-risk investor | Mixed fit | While high-quality, it remains an equity-based fund subject to standard market volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant who values professional, active management with a dedicated focus on ESG and high-quality fundamental business characteristics.
Suitability
Best suited for long-term investors seeking to complement passive core holdings with an active, sustainable-focused equity strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund is subject to equity market fluctuations and inherent price volatility. |
| Market risk | Medium / high | Broader market downturns will negatively impact the fund's net asset value. |
| Concentration | Medium | Active management may lead to sector or stock concentrations that differ from the broader market. |
| Tracking/expense | Medium | The active management fee is higher than passive index-tracking alternatives. |
| Liquidity | Low | Average daily volume is sufficient for retail investors but may be constrained for institutional-sized orders. |
| Business/sector quality | Low | The manager's focus on high-quality companies helps mitigate long-term fundamental business risk. |
Risk Analysis
Volatility
BASV exhibits moderate historical volatility typical of actively managed equity portfolios focused on quality growth.
Market Risk
The fund is heavily exposed to US large-cap equity market risks, specifically those sensitive to economic cycles and interest rate changes.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap Equities | 85 | The fund primarily focuses on established, large-cap companies with proven business models. |
| Market capitalization | Mid-Cap Equities | 10 | Selective exposure to mid-cap companies provides growth potential alongside established holdings. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash position is maintained for liquidity and to facilitate tactical trade execution. |
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 5.26% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.