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Upturn AI Summary
FIS Bright Portfolios Focused Equity ETF(BRIF)
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 BRIF
10/02/2026: BRIF (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The FIS Bright Portfolios Focused Equity ETF (BRIF) offers investors an actively managed, concentrated exposure to U.S. equities. Unlike broad index funds, it achieves its objective through a high-conviction selection of holdings identified by the manager's research process. Its main strength lies in the potential for alpha generation, though this comes at the cost of higher concentration risk and higher expense ratios compared to passive alternatives. Investors should view this as a potential alpha-generator for a portion of their portfolio rather than a core index replacement. Key risks include stock-specific volatility and the reliance on management's ability to outperform, making it most suitable for investors who believe in active stock picking and can withstand the higher risk profile.
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's focus on high-conviction stocks aligns with investors seeking above-market growth potential. |
| Momentum investor | Mixed fit | Suitability depends on whether the fund's current holdings are experiencing positive momentum shifts. |
| Value investor | Mixed fit | The fund may hold value-oriented stocks depending on the manager's current fundamental research outlook. |
| Dividend/Income investor | Weak fit | The strategy prioritizes capital appreciation over consistent dividend income generation. |
| Low-risk investor | Weak fit | The concentrated nature of the portfolio increases idiosyncratic risk compared to diversified indices. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking active management and has a high tolerance for the concentration risk that comes with a focused equity strategy.
Suitability
This ETF is best suited for long-term investors looking to complement a core passive portfolio with an active, high-conviction component.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Concentrated holdings often lead to larger price swings than diversified portfolios. |
| Market risk | Medium / high | The fund is subject to systemic U.S. equity market risks. |
| Concentration | High | Having fewer stocks means individual company performance has a larger impact on total returns. |
| Tracking/expense | Medium | Higher active management fees and tracking error versus the S&P 500 can impact net returns. |
| Liquidity | Medium | Lower trading volumes can make entering or exiting large positions more costly. |
| Business/sector quality | Medium | The fund's success depends entirely on the manager's ability to pick fundamentally sound companies. |
Risk Analysis
Volatility
BRIF generally exhibits higher historical volatility than broad market indices due to its focused holdings.
Market Risk
The fund faces significant systemic U.S. market risk, exacerbated by concentration that minimizes sector diversification.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | High-conviction U.S. Equity Holdings | 95 | The portfolio focuses on a concentrated selection of U.S. companies chosen for their specific growth or valuation characteristics. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash buffer is maintained to manage liquidity and facilitate day-to-day portfolio operations. |
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 62.05% | Avg. Invested days 103 | 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 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $164.65M |
| Issuer | Faith Investor |
| Distribution Yield | 0.42% |
| Inception | Dec 19, 2024 |
Performance
| Period | Total Return |
|---|---|
| YTD | +24.53% |
| 1 Year | +27.15% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 14.24% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Large Cap | 42.81% |
| Mid Cap | 28.60% |
| Mega Cap | 20.94% |
| Small Cap | 2.31% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 32.83% |
| Healthcare | 16.95% |
| Industrials | 13.91% |
| Basic Materials | 10.56% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 19.28x |
| Portfolio P/B | 5.21x |
| Portfolio P/S | 3.29x |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 7.58% |
| First American Funds. - Treasury Obligations Fund | 5.33% |
| Eli Lilly and | 4.35% |
| AbbVie | 3.66% |
| Cisco Systems | 3.59% |
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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