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- Upturn Summary
- Fund Details
Upturn AI Summary
CORE16 Best of Breed Premier Index ETF(BOBP)
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 BOBP
10/13/2026: BOBP (2-star) is currently NOT-A-BUY. Pass it for now.
BOBP provides concentrated exposure to 'best of breed' companies, aiming to capture the returns of market leaders with strong competitive moats. Its main strength lies in its systematic selection of high-quality firms, which can offer superior performance compared to broader indices in specific market regimes. It serves as a core-growth or satellite holding for investors seeking to outperform the market through quality factors. Investors must monitor risks related to its concentrated portfolio and potential sensitivity to regulatory or valuation shifts in top holdings. It is best suited for long-term investors who prioritize business quality over maximum diversification.
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 best-in-class companies aligns well with long-term growth objectives. |
| Momentum investor | Strong fit while signal remains positive | Investors may use this fund to capture the upward momentum of industry leaders. |
| Value investor | Mixed fit | The focus is on quality over pure valuation metrics, which may not always align with deep-value strategies. |
| Dividend/Income investor | Weak fit | The primary objective is capital appreciation rather than high-yield income generation. |
| Low-risk investor | Mixed fit | While quality companies are generally more stable, the concentrated nature of the fund increases idiosyncratic risk. |
Investor Profile
Ideal Investor Profile
Long-term investors seeking quality exposure and who are comfortable with higher stock concentration in exchange for potential outperformance.
Suitability
Best suited for long-term growth-oriented portfolios rather than active short-term trading.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Concentrated portfolios often experience higher price swings than broad market indices. |
| Market risk | High | As an equity-based fund, it remains fully exposed to systemic market declines. |
| Concentration | High | Focusing on a 'best of breed' list may result in significant weighting in a few top companies. |
| Tracking/expense | Medium | Active management costs can impact net returns relative to passive benchmarks. |
| Liquidity | Medium | Concentrated holdings may occasionally face liquidity constraints during market panics. |
| Business/sector quality | Low | The strategy specifically seeks high-quality businesses to mitigate operational failure risk. |
Risk Analysis
Volatility
BOBP typically exhibits volatility tied to its large-cap, high-growth focus, which can be higher than diversified indices.
Market Risk
The fund is subject to systemic market risk and specific risks associated with its concentration in dominant industry leaders.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Large-Cap Equity Holdings | 95 | Provides concentrated exposure to high-quality companies typically considered market leaders in their respective industries. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Maintains liquidity for operational needs and rebalancing purposes. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 8.77% | Avg. Invested days 64 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/13/2026 |
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