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Upturn AI Summary
Intelligent Alpha Atlas ETF(GPT)
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 GPT
10/28/2026: GPT (2-star) is a SELL. SELL for 5 days. Simulated Profits (-6.74%). Updated daily EoD!
The Intelligent Alpha Atlas ETF (GPT) is an actively managed fund that leverages AI and machine learning to construct a dynamic portfolio of US equities. By automating the selection process, it aims to capture market alpha and outperform passive benchmarks through systematic, data-driven decision-making. Key strengths include its innovative quantitative approach and the potential to adapt quickly to market signals, though investors must contend with higher expense ratios and the risks associated with AI-driven concentration. It is best suited for long-term growth-oriented investors who want to add exposure to AI-managed strategies as a satellite component in a broader portfolio, while monitoring the model's performance consistency over time.
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 AI model is typically programmed to identify and weight companies with high growth characteristics. |
| Momentum investor | Strong fit while signal remains positive | The algorithm often tracks relative strength and momentum factors when selecting holdings. |
| Value investor | Weak fit | The strategy is generally oriented toward growth and momentum rather than traditional deep-value metrics. |
| Dividend/Income investor | Weak fit | The fund prioritizes capital appreciation and AI-alpha signals over consistent dividend yield. |
| Low-risk investor | Weak fit | Active AI-driven strategies can exhibit higher volatility than index-based funds. |
Investor Profile
Ideal Investor Profile
Investors comfortable with higher risk and interested in the potential of AI-based financial modeling.
Suitability
Best suited for long-term investors looking to complement a passive core portfolio with an active, technology-driven satellite holding.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | AI-driven stock picking can lead to concentrated bets that increase portfolio swings. |
| Market risk | Medium / high | As an equity-focused fund, it remains vulnerable to broad market downturns. |
| Concentration | Medium | The AI model may occasionally concentrate holdings in specific sectors, increasing sector-specific risk. |
| Tracking/expense | Medium | Higher management fees compared to passive ETFs create a performance hurdle. |
| Liquidity | Medium | Lower average volume can lead to wider spreads during periods of market stress. |
| Business/sector quality | Medium | Reliance on specific AI model performance introduces unique model risk. |
Risk Analysis
Volatility
The fund is likely to exhibit higher-than-average volatility due to its active and potentially concentrated AI-driven stock selection.
Market Risk
GPT carries standard market risk associated with US equities, intensified by the potential for the model to overweight sectors experiencing high volatility.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 70 | The fund prioritizes large-company exposure to balance growth potential with relative liquidity. |
| Market capitalization | US Mid/Small-Cap Equities | 25 | The model incorporates smaller-cap stocks to capture alpha opportunities not present in larger indices. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small cash buffer is maintained for liquidity and to facilitate tactical adjustments by the AI model. |
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 -4.82% | Avg. Invested days 48 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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