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Upturn AI Summary
Bluemonte Large Cap Growth ETF(BLGR)
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 BLGR
10/23/2026: BLGR (2-star) is a SELL. SELL for 1 day. Simulated Profits (-3.53%). Updated daily EoD!
Bluemonte Large Cap Growth ETF (BLGR) provides investors with exposure to domestic large-cap growth companies by investing in a curated basket of established growth ETFs. The fund’s main strengths are its active 'manager of managers' strategy, which allows for tactical sector positioning, and its use of highly liquid, low-cost underlying holdings. It is best suited for long-term growth-oriented investors who prefer an active approach over passive indexing but want to avoid the complexity of managing multiple individual funds. Primary risks include the inherent volatility of the growth style, sensitivity to interest-rate environments, and the competitive disadvantage of an active fee structure compared to passive alternatives. Investors should monitor the managers' ability to outperform passive benchmarks over time.
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 specifically targets large-cap growth equities, making it highly suitable for capital appreciation goals. |
| Momentum investor | Strong fit while signal remains positive | Its active, top-down strategy allows for potential tilting toward high-momentum sectors when market signals are bullish. |
| Value investor | Weak fit | The fund’s focus on high-growth, typically higher-valuation companies is contrary to traditional value investment mandates. |
| Dividend/Income investor | Weak fit | Growth funds typically prioritize reinvestment over dividend payouts, resulting in low yields for income-focused investors. |
| Low-risk investor | Weak fit | Large-cap growth stocks inherently carry significant market volatility that may exceed the tolerance of low-risk investors. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term growth who value an active, professional approach to rebalancing between growth segments.
Suitability
Best suited for long-term investors looking for a convenient, active growth allocation vehicle rather than for short-term day traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth stocks are sensitive to market sentiment and interest rate changes, leading to wider price swings. |
| Market risk | High | The fund is fully exposed to equity market downturns, as it is composed primarily of large-cap growth securities. |
| Concentration | Medium | While holding several ETFs, the portfolio is concentrated in a single investment style (Growth). |
| Tracking/expense | Low | The active management layer adds a small additional expense on top of the underlying ETF costs. |
| Liquidity | Low | The fund holds highly liquid, exchange-traded products, minimizing the risk of difficult exits. |
| Business/sector quality | Medium | The fund relies on the underlying managers of its holdings to maintain high-quality portfolio standards. |
Risk Analysis
Volatility
BLGR exhibits volatility consistent with the large-growth category, reflecting the high beta of its underlying equity holdings.
Market Risk
The primary risk is a general equity market downturn, as the fund is heavily concentrated in the large-cap growth segment.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) | 52.3 | Provides core large-cap growth beta through a low-cost, liquid S&P 500 growth index vehicle. |
| Industry | Schwab U.S. Large-Cap Growth ETF (SCHG) | 25.8 | Offers additional broad-market exposure to high-quality large-cap growth companies. |
| Industry | Vanguard Russell 1000 Growth ETF (VONG) | 12.3 | Diversifies growth factor exposure by including companies from the Russell 1000 Growth Index. |
| Cash/collateral | Cash and Cash Equivalents | 9.6 | Maintains liquidity for daily operational requirements and portfolio rebalancing activities. |
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 -0.41% | Avg. Invested days 26 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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