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Upturn AI Summary
Fundstrat Granny Shots US Large Cap ETF(GRNY)
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 GRNY
10/28/2026: GRNY (2-star) is a SELL. SELL for 5 days. Simulated Profits (-6.15%). Updated daily EoD!
GRNY is an actively managed ETF that provides exposure to a concentrated basket of US large-cap stocks selected via Fundstrat’s 'Granny Shots' research methodology. Its primary strength is the research-driven, active selection process, which aims to provide alpha over traditional passive benchmarks. It is best used as a satellite holding for investors looking to supplement core passive index allocations. Key risks include higher concentration in select stocks and a higher expense ratio compared to the broader market index funds. The fund is generally best suited for investors who want to align with specific professional research strategies and are comfortable with the inherent risks of active stock picking.
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 strategy focuses on high-conviction, large-cap growth-oriented companies. |
| Momentum investor | Strong fit while signal remains positive | The stock selection process often incorporates technical factors that favor momentum. |
| Value investor | Mixed fit | The fund may hold value stocks if they meet the criteria, but it is not a dedicated value product. |
| Dividend/Income investor | Weak fit | The primary objective is capital appreciation rather than generating consistent dividend income. |
| Low-risk investor | Weak fit | The active, concentrated nature of the fund carries higher idiosyncratic risk than a broad market index. |
Investor Profile
Ideal Investor Profile
The ideal investor is an individual who trusts the Fundstrat research methodology and seeks active management exposure to large-cap stocks.
Suitability
GRNY is best suited for long-term investors looking to add an active, research-driven component to their core large-cap holdings rather than as a primary total market index replacement.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Concentrated portfolios often experience higher price swings than diversified market indices. |
| Market risk | High | The fund remains fully exposed to systemic risks affecting the US large-cap equity market. |
| Concentration | High | Holding fewer, high-conviction names increases sensitivity to the performance of individual stocks. |
| Tracking/expense | Medium | The higher expense ratio can create a drag on performance compared to low-cost passive alternatives. |
| Liquidity | Medium | Lower trading volumes may make it more difficult to execute large orders without impacting price. |
| Business/sector quality | Medium | Performance relies heavily on the quality of research and selection methodology provided by the sub-adviser. |
Risk Analysis
Volatility
Historical volatility is typically moderate to high compared to the S&P 500 due to the concentrated portfolio structure.
Market Risk
The fund faces significant systematic risk as its assets are concentrated in large-cap equities that track broad market sentiment.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | Top-weighted large-cap equity holdings | 85 | The portfolio is concentrated in high-conviction large-cap stocks selected by Fundstrat's proprietary research. |
| Cash/collateral | Cash and Cash Equivalents | 15 | A small portion of the fund is held in cash to facilitate trading 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 -5.34% | Avg. Invested days 36 | 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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