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Upturn AI Summary
Fundstrat Granny Shots US Large Cap & Income ETF(GRNI)
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 GRNI
10/28/2026: GRNI (2-star) is a SELL. SELL for 5 days. Simulated Profits (-3.28%). Updated daily EoD!
GRNI is an actively managed ETF that offers exposure to a research-driven portfolio of US large-cap stocks focused on both growth and income. Its core strength lies in its unique 'Granny Shots' methodology, which differentiates it from standard passive market benchmarks. It is designed for investors seeking an active management approach to equity portfolios, though it carries higher fees and higher concentration risks than broad index funds. Investors should monitor the fund’s performance against the S&P 500 and assess the stability of the research-based selection criteria. It is most suitable for long-term investors comfortable with active strategy deviations from the broader market.
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 targets large-cap companies with growth potential aligned with the strategy's research focus. |
| Momentum investor | Strong fit while signal remains positive | The strategy often incorporates elements of momentum and trend following consistent with the underlying research themes. |
| Value investor | Mixed fit | The portfolio may include value-oriented stocks, but it is not exclusively a value-focused strategy. |
| Dividend/Income investor | Strong fit | The fund explicitly incorporates an income objective in its mandate for large-cap holdings. |
| Low-risk investor | Mixed fit | While focusing on large-caps, the active management and thematic concentration introduce risks exceeding a broad index fund. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone who trusts Fundstrat's research process and is looking for an active, large-cap equity solution that targets both growth and income, and who can tolerate higher fees and potential tracking error relative to a plain-vanilla index fund.
Suitability
Best suited for long-term investors seeking alpha who are comfortable with active management, rather than passive index followers or short-term day traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Active strategies and sector concentration can lead to price fluctuations greater than the broader market. |
| Market risk | High | As an equity-heavy fund, it is fully exposed to systemic downturns in the US stock market. |
| Concentration | Medium | Holding a curated list of stocks inherently carries more concentration risk than a broad market index. |
| Tracking/expense | Medium | Higher management fees compared to passive funds require outperformance to generate net value. |
| Liquidity | Medium | Lower trading volumes relative to mega-cap ETFs could lead to higher transaction costs during market volatility. |
| Business/sector quality | Medium | The strategy relies on the management's ability to correctly identify quality companies, which may not always persist. |
Risk Analysis
Volatility
GRNI exhibits volatility consistent with active large-cap equity management, often exceeding broad market indices due to its concentrated research-based selection.
Market Risk
The fund is subject to significant market risk as its primary assets are equities, which are sensitive to macroeconomic conditions and interest rate changes.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | US Large-Cap Equity Portfolio (Diversified across sectors) | 98 | The fund provides exposure to a concentrated list of US large-cap companies identified by Fundstrat's research team as having superior potential. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Small allocation maintained for liquidity and operational requirements. |
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 -0.93% | Avg. Invested days 60 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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