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- Upturn Summary
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Upturn AI Summary
Pacer US Cash Cows Growth ETF(BUL)
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 BUL
10/02/2026: BUL (2-star) is currently NOT-A-BUY. Pass it for now.
Pacer US Cash Cows Growth ETF (BUL) offers exposure to US large-cap companies screened for strong, forward-looking free cash flow growth. By focusing on this fundamental factor, the fund seeks to provide a higher-quality alternative to traditional market-cap-weighted growth indices. Its primary strength lies in its systematic, rules-based approach that favors companies with robust financial foundations. Investors should be aware of the potential for sector concentration and the higher expense ratio compared to standard passive alternatives. The ETF is most suitable for long-term growth-oriented investors looking to capture the growth factor through a high-cash-flow lens while monitoring for macro-economic shifts.
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 explicitly targets companies expected to demonstrate strong free cash flow growth. |
| Momentum investor | Strong fit while signal remains positive | Momentum investors may find value in the fund during periods where high-cash-flow growth stocks lead market performance. |
| Value investor | Mixed fit | While focusing on cash flow, the growth-oriented nature of the holdings may not align with deep-value investment criteria. |
| Dividend/Income investor | Mixed fit | The fund focuses on cash flow growth rather than direct dividend yield, though many holdings may pay dividends. |
| Low-risk investor | Weak fit | The fund is concentrated in growth equities, which typically carry higher volatility than defensive or income-focused assets. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking capital appreciation with a focus on companies exhibiting strong, self-funded growth characteristics.
Suitability
BUL is best suited for long-term investors comfortable with equity volatility who want a factor-based alternative to standard passive growth ETFs.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Growth stocks are inherently more sensitive to market sentiment and interest rate changes. |
| Market risk | Medium / high | As an equity fund, BUL is subject to the general fluctuations and systemic risks of the US stock market. |
| Concentration | Medium | The sector-specific bias inherent in the cash-flow-growth screen can lead to concentration in certain industries. |
| Tracking/expense | Low | The fund tracks its index well, though the expense ratio is higher than ultra-low-cost passive trackers. |
| Liquidity | Medium | Lower trading volumes compared to major benchmarks can occasionally lead to wider bid-ask spreads. |
| Business/sector quality | Low | The focus on free cash flow inherently selects for higher-quality, more resilient business models. |
Risk Analysis
Volatility
BUL exhibits moderate-to-high volatility typical of growth-focused portfolios.
Market Risk
The fund is susceptible to systematic US equity market risk and interest rate sensitivities common to growth stocks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Growth Equities | 98.5 | The fund provides concentrated exposure to large-cap US companies selected for their strong free cash flow growth metrics. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | This small allocation represents liquidity held by the fund to manage daily operations and 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 15.31% | Avg. Invested days 61 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| 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) | $128.30M |
| Issuer | Pacer |
| Expense Ratio | 0.6% |
| Distribution Yield | 0.2% |
| Inception | May 2, 2019 |
Performance
| Period | Total Return |
|---|---|
| YTD | +11.02% |
| 1 Year | +15.98% |
| 3 Year | +20.04% |
| 5 Year | +10.74% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 12.61% |
| 3Y Volatility | 14.3% |
| 3Y Sharpe Ratio | 1.03 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 46.74% |
| Small Cap | 27.01% |
| Large Cap | 25.07% |
| Micro Cap | 1.19% |
Top Sectors
| Sector | Weight |
|---|---|
| Consumer Cyclicals | 27.45% |
| Healthcare | 23.57% |
| Technology | 21.24% |
| Basic Materials | 7.71% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 13.66x |
| Portfolio P/B | 4.36x |
| Portfolio P/S | 2.26x |
| Holdings Turnover | 1.82% |
Top Holdings
| Holding | Weight |
|---|---|
| Sandisk | 5.39% |
| HCA Healthcare | 5.22% |
| GE Vernova LLC | 5.10% |
| Uber Technologies | 4.90% |
| Applovin | 4.89% |
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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