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Upturn AI Summary
Pacer US Large Cap Cash Cows Growth Leaders ETF(COWG)
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 COWG
10/02/2026: COWG (3-star) is a STRONG-BUY. BUY for 36 days. Simulated Profits (0.97%). Updated daily EoD!
Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG) provides exposure to U.S. large-cap companies that exhibit strong free cash flow and revenue growth, using a proprietary rules-based active strategy. Its primary strengths include a disciplined selection process that emphasizes financial health and quality growth, backed by an experienced issuer. It is best used as a satellite holding to enhance growth quality within a diversified equity portfolio. Key risks include its concentration in certain growth sectors, potential underperformance during value-led rallies, and higher expenses compared to passive indices. This ETF is best suited for growth-oriented investors who want a systematic approach to filtering for high-quality balance sheets.
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 is specifically designed to identify companies with strong revenue growth prospects. |
| Momentum investor | Strong fit while signal remains positive | The methodology naturally tilts toward companies with strong recent operational performance. |
| Value investor | Mixed fit | While it focuses on cash flow, the growth mandate often results in higher valuation multiples than traditional value funds. |
| Dividend/Income investor | Weak fit | The focus is on capital appreciation and growth rather than immediate income generation. |
| Low-risk investor | Weak fit | Equity market volatility and growth-style risks make this unsuitable for conservative portfolios. |
Investor Profile
Ideal Investor Profile
Investors seeking a rules-based, quality-growth tilt to complement a core equity portfolio.
Suitability
Best for long-term investors looking for a systematic approach to identifying high-quality, growing U.S. large-cap firms.
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 | High | The fund is fully exposed to general U.S. equity market downturns. |
| Concentration | Medium | The active selection process may lead to overweighting certain sectors that meet the cash flow growth criteria. |
| Tracking/expense | Low | The active management structure inherently differs from passive benchmarks, which may lead to performance dispersion. |
| Liquidity | Low | Its holdings in large-cap stocks are generally highly liquid and trade frequently. |
| Business/sector quality | Medium | A downturn in the specific sectors favored by the cash-flow-growth screen could negatively impact performance. |
Risk Analysis
Volatility
COWG typically exhibits volatility consistent with the growth factor, often exceeding broad market indices due to its selective concentration.
Market Risk
The primary risk is equity market decline, specifically if the growth companies in the portfolio fail to maintain high revenue growth or cash margins.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 98.5 | The fund holds a diversified basket of large, established U.S. companies selected for their strong cash generation and growth characteristics. |
| Cash/collateral | Cash and Equivalents | 1.5 | A small portion of the portfolio is held in cash or cash equivalents to manage daily liquidity and operational needs. |
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 13.41% | Avg. Invested days 50 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | 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) | $2.33B |
| Issuer | Pacer |
| Expense Ratio | 0.49% |
| Distribution Yield | 0.35% |
| Inception | Dec 21, 2022 |
Performance
| Period | Total Return |
|---|---|
| YTD | +14.00% |
| 1 Year | +11.88% |
| 3 Year | +23.90% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 15.56% |
| 3Y Volatility | 16.61% |
| 3Y Sharpe Ratio | 1.01 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 38.88% |
| Large Cap | 31.38% |
| Small Cap | 23.22% |
| Mega Cap | 5.84% |
| Micro Cap | 0.28% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 68.87% |
| Healthcare | 12.21% |
| Communication Services | 6.51% |
| Consumer Cyclicals | 4.14% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 20.89x |
| Portfolio P/B | 6.37x |
| Portfolio P/S | 6.36x |
| Holdings Turnover | 30.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Crowdstrike Holdings | 3.76% |
| Okta | 3.67% |
| Palo Alto Networks | 3.64% |
| Datadog | 3.44% |
| Micron Technology | 3.21% |
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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