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Amplify Transformational Data Sharing ETF(BLOK)
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 BLOK
09/15/2026: BLOK (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The Amplify Transformational Data Sharing ETF (BLOK) provides active exposure to the growing blockchain and digital asset ecosystem by investing in a diversified basket of mining, exchange, and software companies. Its main strength lies in its active management, which allows it to navigate a volatile sector better than static index products. It serves as a high-conviction growth play for portfolios seeking thematic tech exposure. However, investors must be prepared for extreme volatility and concentration risk tied to the regulatory and market cycles of digital assets. BLOK is most suitable for investors with a high risk tolerance who are looking for long-term growth through technological disruption.
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 | BLOK offers high-beta exposure to a sector driven by long-term technological disruption and innovation. |
| Momentum investor | Strong fit while signal remains positive | The fund tends to perform well during market cycles where crypto-related sentiment and speculative interest are accelerating. |
| Value investor | Weak fit | The underlying holdings are often speculative and priced based on future growth potential rather than current cash flow multiples. |
| Dividend/Income investor | Weak fit | The fund is focused on capital appreciation in a volatile technology sector and provides little to no meaningful yield. |
| Low-risk investor | Weak fit | The extreme volatility associated with the underlying digital asset industry makes this unsuitable for conservative portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is an aggressive, long-term believer in blockchain technology who can withstand high volatility.
Suitability
BLOK is better suited for long-term thematic investors rather than short-term traders due to its specific market niche.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The fund's underlying assets are subject to extreme price swings linked to crypto market sentiment. |
| Market risk | High | Broader equity market downturns often exacerbate the downside in thematic and speculative tech holdings. |
| Concentration | Medium / high | The portfolio is concentrated in a niche industry, leading to high correlation among holdings. |
| Tracking/expense | Medium | Active management entails higher fees and the risk that managers may underperform the sector index. |
| Liquidity | Medium | Some smaller, speculative holdings within the fund may face liquidity challenges during market stress. |
| Business/sector quality | High | Many holdings are in early-stage companies that may lack sustainable, long-term business models. |
Risk Analysis
Volatility
BLOK exhibits significantly higher historical volatility than the S&P 500, reflective of its speculative tech focus.
Market Risk
The fund is highly sensitive to interest rate changes and the overall risk appetite of global equity investors.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Digital Asset Mining & Infrastructure | 45 | This segment includes companies that operate the hardware and data centers necessary to maintain blockchain networks. |
| Industry | Blockchain Financial Services & Exchanges | 35 | These firms facilitate the trading and custodial services for digital assets, acting as the bridge between traditional finance and crypto. |
| Industry | Blockchain Software & Technology Services | 15 | This covers companies developing the enterprise-level software solutions that utilize distributed ledger technology for business efficiency. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small liquidity buffer is maintained for operational needs and portfolio rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit 50.86% | Avg. Invested days 38 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/15/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 15, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $1.11B |
| Issuer | Amplify ETFs |
| Expense Ratio | 0.76% |
| Distribution Yield | 0.78% |
| Inception | Jan 16, 2018 |
Performance
| Period | Total Return |
|---|---|
| YTD | +7.33% |
| 1 Year | -4.29% |
| 3 Year | +46.10% |
| 5 Year | +9.04% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 36.14% |
| 3Y Volatility | 40.89% |
| 3Y Sharpe Ratio | 1.01 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Small Cap | 26.46% |
| Mid Cap | 16.25% |
| Mega Cap | 14.28% |
| Micro Cap | 13.90% |
| Large Cap | 12.90% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 57.54% |
| Technology | 32.36% |
| Consumer Cyclicals | 5.91% |
| Communication Services | 3.39% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 18.57x |
| Portfolio P/B | 2.66x |
| Portfolio P/S | 1.67x |
| Holdings Turnover | 36.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Figure Technology Solutions. Class A Common Stock | 4.42% |
| Robinhood Markets | 3.99% |
| Galaxy Digital Holdings | 3.51% |
| Hut 8. Common Stock | 3.35% |
| Cipher Mining | 3.31% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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