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Distillate Small/Mid Cash Flow ETF(DSMC)
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 DSMC
11/13/2026: DSMC (3-star) is a STRONG-BUY. BUY for 18 days. Simulated Profits (1.88%). Updated daily EoD!
DSMC offers exposure to U.S. small- and mid-cap companies specifically selected for their strong free cash flow and healthy balance sheets, effectively filtering out lower-quality, debt-laden firms. Its primary strength lies in its disciplined, rules-based fundamental approach, which provides a defensive quality tilt compared to market-cap-weighted indices. It is best suited for long-term investors who want small-cap upside but with a risk-mitigating focus on financial stability. Key risks include inherent small-cap volatility and the potential for the strategy to underperform during periods favoring speculative growth. Investors should monitor the fund's expense ratio and factor performance relative to broader market benchmarks.
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 | Mixed fit | While it seeks growing companies, the focus is on cash flow rather than high-multiple, speculative growth. |
| Momentum investor | Weak fit | The strategy is fundamental and value-oriented rather than price-momentum-based. |
| Value investor | Strong fit | The fund's emphasis on free cash flow yield aligns closely with traditional value principles. |
| Dividend/Income investor | Mixed fit | The fund targets cash-generative companies, but these do not always result in consistent dividend distributions. |
| Low-risk investor | Mixed fit | While it avoids high-debt 'zombie' firms, small-cap volatility remains a factor. |
Investor Profile
Ideal Investor Profile
Investors seeking small-cap exposure with a qualitative 'quality' filter, who prefer a rules-based fundamental approach over broad index tracking.
Suitability
Best for long-term investors looking for a distinct factor-tilted core or satellite position within a diversified portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Small-cap stocks are inherently more volatile than their large-cap counterparts. |
| Market risk | Medium / high | General market downturns can disproportionately affect small-cap valuations. |
| Concentration | Medium | The fund's rules-based approach may lead to overweighting certain sectors that happen to produce high cash flow. |
| Tracking/expense | Low | The fund is actively managed and does not seek to track an index, leading to inherent tracking difference. |
| Liquidity | Medium | Some underlying small-cap holdings may have lower trading volumes, affecting execution during market stress. |
| Business/sector quality | Low / none | The fund's strategy specifically aims to reduce this risk by screening for financial health. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
DSMC exhibits volatility consistent with the small-cap asset class, often exceeding that of the broader S&P 500.
Market Risk
The fund is highly sensitive to the economic health of U.S. small- and mid-sized businesses, which are more susceptible to domestic economic volatility.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Small and Mid-Cap Equities | 98.5 | This provides broad exposure to US companies that have demonstrated consistent ability to generate cash flow. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | This represents residual liquidity held for portfolio operations and trade settlements. |
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 24.9% | Avg. Invested days 64 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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