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
BBH Select Large Cap ETF(BBHL)
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 BBHL
10/28/2026: BBHL (2-star) has a low Upturn Star Rating. Not recommended to BUY.
BBHL is an actively managed ETF that provides high-conviction exposure to a concentrated list of global large-cap equities, selected through fundamental business analysis. Its primary strengths are its professional active management and focus on durable, high-quality businesses, making it a potential tool for investors aiming to outperform passive benchmarks. The fund is best suited for long-term investors who prioritize active stock selection over low costs. Key risks include its portfolio concentration, higher expense ratio compared to index funds, and the potential for active performance to lag during periods where the broad market is driven by index-weighting. Investors should monitor the manager's ability to maintain a consistent alpha over long time horizons.
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 fund's focus on large-cap leaders aligns well with growth-oriented portfolios. |
| Momentum investor | Mixed fit | While it holds growth leaders, its fundamental approach may diverge from pure momentum signals. |
| Value investor | Mixed fit | The focus on valuation margins makes it an interesting consideration for quality-value investors. |
| Dividend/Income investor | Weak fit | The fund prioritizes capital growth over dividend yield, making it less suitable for income seekers. |
| Low-risk investor | Weak fit | Concentrated active holdings inherently carry higher idiosyncratic risk than broad-based index funds. |
Investor Profile
Ideal Investor Profile
Investors seeking active management in the large-cap space who have high conviction in fundamental, bottom-up stock selection.
Suitability
Best suited for long-term investors willing to pay a premium for active management, rather than passive index followers or short-term traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Concentrated portfolios often experience larger price swings than diversified benchmarks. |
| Market risk | Medium | Exposure to equity markets remains the primary driver of performance. |
| Concentration | High | Holding fewer than 50 stocks means individual issuer performance significantly impacts returns. |
| Tracking/expense | Medium | The higher expense ratio requires the manager to deliver superior alpha to justify the cost. |
| Liquidity | Medium | Lower trading volume compared to index giants could impact trade execution costs. |
| Business/sector quality | Low | The fund actively selects high-quality businesses, reducing the risk of holding low-tier companies. |
Risk Analysis
Volatility
BBHL exhibits higher volatility than broad market indices due to its concentrated holdings and active investment style.
Market Risk
The fund is primarily exposed to large-cap equity market risks, which are impacted by global economic conditions and sector-specific developments.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Technology | 39.17 | Provides significant exposure to major global tech innovators that drive secular growth. |
| Sector | Financial Services | 15.07 | Offers stability and potential capital appreciation through established financial institutions. |
| Sector | Industrials | 9.33 | Includes foundational companies that support core global infrastructure and economic activity. |
| Sector | Communication Services | 9.13 | Captures growth from digital communication and media-focused large-cap entities. |
| Sector | Healthcare | 9.06 | Provides defensive exposure to the essential healthcare sector. |
| Cash/collateral | 18.24 | Reflects the fund's liquid holdings and operational cash management. |
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 1.86% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| 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.