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Upturn AI Summary
The Beehive ETF(BEEX)
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 BEEX
11/06/2026: BEEX (1-star) is currently NOT-A-BUY. Pass it for now.
The Beehive ETF (BEEX) is an actively managed fund targeting long-term capital appreciation through a focused portfolio of large- and mid-cap U.S. equities. By utilizing a bottom-up, fundamental research process, it seeks to identify high-quality businesses with strong competitive advantages. While its active approach offers the potential for outperformance, investors must weigh this against a relatively high 0.84% expense ratio and lower liquidity compared to passive alternatives. The fund is best suited for long-term investors seeking a concentrated, conviction-based approach to equity investing, though it carries higher volatility and concentration risks compared to broad-market index funds.
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 long-term capital appreciation aligns well with growth-oriented objectives. |
| Momentum investor | Mixed fit | The fund's long-term, fundamental approach may not capture short-term momentum trends as effectively. |
| Value investor | Mixed fit | While it seeks reasonable valuations, the primary goal is business quality and growth rather than deep value. |
| Dividend/Income investor | Weak fit | The primary focus is capital growth, resulting in a low dividend yield. |
| Low-risk investor | Weak fit | The concentrated nature of the portfolio and active management style introduce higher volatility risks. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation who believe in the value of active management and have a higher risk tolerance.
Suitability
Best suited for long-term investors willing to pay for active research and accept the higher volatility and expense ratios associated with non-index products.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The concentrated, active nature of the portfolio can lead to price fluctuations. |
| Market risk | High | As an equity fund, its value is directly tied to the performance of the broader stock market. |
| Concentration | Medium / high | Holding fewer securities than a broad market index increases impact from single-stock performance. |
| Tracking/expense | Medium | The 0.84% expense ratio is relatively high, creating a hurdle for outperformance. |
| Liquidity | Medium | Low trading volume may make it more difficult to enter or exit large positions quickly. |
| Business/sector quality | Medium | The fund's performance depends on the sub-adviser's ability to select quality businesses. |
Risk Analysis
Volatility
BEEX exhibits volatility consistent with a concentrated portfolio of large- and mid-cap growth-oriented equities.
Market Risk
The fund is subject to systematic equity risk, with potential amplification due to its concentrated holdings and active selection strategy.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Technology | 25.87 | Provides exposure to high-growth, innovative companies in the technology sector. |
| Sector | Industrials | 15.01 | Offers stability through established manufacturing and infrastructure firms. |
| Sector | Health Care | 14.96 | Provides defensive characteristics and long-term growth potential from healthcare innovators. |
| Sector | Financials | 11.44 | Adds exposure to established financial institutions and services. |
| Cash/collateral | Cash and Equivalents | 6.02 | Maintains liquidity for fund operations and tactical adjustments. |
| Sector | Other Sectors (Materials, Consumer, Energy, Real Estate) | 26.7 | Diversifies the portfolio across cyclical and defensive market segments. |
Analysis of Past Performance
Type ETF | Historic Profit 7.52% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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