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- Upturn Summary
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Upturn AI Summary
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
09/28/2026: BLOK (2-star) has a low Upturn Star Rating. Not recommended to BUY.
BLOK is an actively managed ETF that provides broad exposure to the blockchain and digital asset industry by investing in companies involved in infrastructure, mining, and transaction processing. Its primary strengths are its active management and high liquidity, which allow it to navigate a complex and fast-moving sector. Investors typically use it as a satellite holding to gain speculative growth exposure, though they must remain aware of its high volatility and concentration risks. It is best suited for growth-oriented investors with a high risk tolerance who are looking for institutionalized access to the digital asset revolution.
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 captures high-growth potential from emerging blockchain technologies and digital asset companies. |
| Momentum investor | Strong fit while signal remains positive | The fund often experiences high-beta moves that align with positive momentum cycles in the cryptocurrency space. |
| Value investor | Weak fit | The sector's speculative nature and high valuation multiples generally contradict traditional value investing principles. |
| Dividend/Income investor | Weak fit | The fund does not prioritize dividend income, focusing instead on capital appreciation in a volatile sector. |
| Low-risk investor | Weak fit | High volatility and sensitivity to crypto-market fluctuations make this fund unsuitable for risk-averse portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-tolerant individual with a long-term time horizon looking to gain exposure to the blockchain industry.
Suitability
The fund is best suited for long-term growth investors who understand the risks of the crypto sector and can stomach short-term volatility.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The underlying assets are subject to extreme price fluctuations, leading to significant net asset value swings. |
| Market risk | High | General market sentiment towards digital assets heavily influences the fund's performance. |
| Concentration | Medium / high | The fund is concentrated in a niche industry, increasing exposure to sector-specific shocks. |
| Tracking/expense | Medium | The 0.75% expense ratio represents a higher cost compared to passive low-cost broad market ETFs. |
| Liquidity | Medium | While the ETF itself is liquid, underlying smaller cap holdings may experience liquidity constraints during market stress. |
| Business/sector quality | Medium / high | Many firms in the blockchain space are still in the early stages of business model validation. |
Risk Analysis
Volatility
BLOK exhibits high volatility, often exceeding that of broader equity indices, reflecting its high-beta exposure.
Market Risk
The fund faces significant market risk stemming from the correlation between its holdings and the highly volatile digital asset prices.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | MicroStrategy Incorporated (MSTR) | 12 | This holding represents a significant allocation to a company that functions as a corporate proxy for Bitcoin treasury holdings. |
| Single stock | Coinbase Global, Inc. (COIN) | 10 | Coinbase is a primary infrastructure provider for the crypto economy, giving the fund exposure to transaction-based revenue. |
| Single stock | Galaxy Digital Holdings Ltd (GLXY) | 8 | This provides exposure to a diversified financial services firm operating across digital asset management and principal investing. |
| Single stock | Block, Inc. (SQ) | 7 | Block integrates blockchain technology into its fintech ecosystem, facilitating both payments and digital asset services. |
| Cash/collateral | Cash and Cash Equivalents | 63 | This represents the remainder of the portfolio across various other equity holdings and liquid assets held for tactical management. |
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 53.93% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 28, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $1.12B |
| Issuer | Amplify ETFs |
| Expense Ratio | 0.76% |
| Distribution Yield | 0.78% |
| Inception | Jan 16, 2018 |
Performance
| Period | Total Return |
|---|---|
| YTD | +13.01% |
| 1 Year | +0.57% |
| 3 Year | +51.53% |
| 5 Year | +11.12% |
| 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 | 26.56% |
| Mid Cap | 16.28% |
| Mega Cap | 14.60% |
| Micro Cap | 13.95% |
| Large Cap | 12.22% |
Top Sectors
| Sector | Weight |
|---|---|
| Financial Services | 57.38% |
| Technology | 33.09% |
| Consumer Cyclicals | 5.57% |
| Communication Services | 3.24% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 18.64x |
| Portfolio P/B | 2.69x |
| Portfolio P/S | 1.75x |
| Holdings Turnover | 36.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Robinhood Markets | 4.11% |
| Figure Technology Solutions. Class A Common Stock | 3.82% |
| Cipher Mining | 3.63% |
| Hut 8. Common Stock | 3.63% |
| Galaxy Digital Holdings | 3.54% |
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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