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- Upturn Summary
- Fund Details
Upturn AI Summary
Concourse Capital Focused Equity ETF(CCFE)
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 CCFE
10/13/2026: CCFE (1-star) is currently NOT-A-BUY. Pass it for now.
CCFE is an actively managed ETF that provides a concentrated portfolio of US equities aimed at achieving long-term capital appreciation. Its primary strength lies in its high-conviction strategy, which allows for potential outperformance of passive benchmarks by avoiding index-constrained holdings. The fund is designed for investors comfortable with higher idiosyncratic risk in exchange for potential alpha. Risks include significant concentration, potential manager underperformance, and lower liquidity compared to massive index-based products. Investors should monitor the management team's track record and the fund's adherence to its stated investment philosophy.
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 equity positions often aligns with growth-oriented investment goals. |
| Momentum investor | Strong fit while signal remains positive | Concentrated portfolios can capture momentum trends effectively when active management is correctly positioned. |
| Value investor | Mixed fit | Suitability for value investors depends on whether the active manager's current selection criteria emphasize valuation or growth. |
| Dividend/Income investor | Weak fit | The fund's primary objective of capital appreciation typically de-emphasizes dividend yield as a core driver. |
| Low-risk investor | Weak fit | The concentrated nature of the fund introduces higher idiosyncratic risk compared to broad market diversified ETFs. |
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking active management and the potential for outperformance, who is comfortable with higher volatility and idiosyncratic risk.
Suitability
CCFE is best suited for long-term investors who believe in the value of active, research-based stock selection over passive indexing.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Concentrated holdings inherently lead to higher price swings than a broad market index. |
| Market risk | Medium | The portfolio remains exposed to systemic equity market movements despite its focused nature. |
| Concentration | High | Holding fewer securities increases the impact of individual company performance on total fund returns. |
| Tracking/expense | Medium | Active management costs and tracking error relative to broad benchmarks can influence total net returns. |
| Liquidity | Medium | Lower trading volumes may result in higher trading costs during periods of market stress. |
| Business/sector quality | Medium | Performance relies heavily on the quality and success of a limited number of underlying businesses. |
Risk Analysis
Volatility
CCFE exhibits higher historical volatility due to its concentrated portfolio structure.
Market Risk
The fund remains sensitive to broad economic factors and equity risk premiums despite active stock selection.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | Diversified US Equity Holdings | 95 | The fund invests in a concentrated selection of US equities believed to offer superior growth or value prospects. |
| Cash/collateral | Cash and Cash Equivalents | 5 | This small cash position provides the manager with flexibility for opportunistic trading and daily liquidity needs. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit -7.14% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/13/2026 |
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