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Pacer Cash Cows Fund of Funds ETF(HERD)
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 HERD
11/13/2026: HERD (3-star) is a STRONG-BUY. BUY for 12 days. Simulated Profits (0.88%). Updated daily EoD!
Pacer Cash Cows Fund of Funds ETF (HERD) provides diversified exposure to Pacer's suite of 'Cash Cows' ETFs, which invest in companies exhibiting high free cash flow yields. Its main strengths include a disciplined, rules-based approach to quality investing and the convenience of a single-ticker solution for multiple Pacer strategies. It is best used as a core-satellite or thematic holding within a long-term equity portfolio. Primary risks involve the double-layer fee structure, market-wide equity volatility, and potential liquidity constraints typical of specialized fund-of-funds products. It is most suitable for value-oriented investors who prioritize fundamental cash flow strength over traditional market-cap-weighted indices.
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 targets profitable companies, it is not a traditional high-growth tech or momentum strategy. |
| Momentum investor | Weak fit | This fund is value-oriented rather than momentum-based, prioritizing steady cash flows. |
| Value investor | Strong fit | The fund's core philosophy is strictly aligned with identifying companies trading at attractive valuations relative to cash flow. |
| Dividend/Income investor | Mixed fit | It focuses on cash generation which often correlates with dividends, though income is not the primary objective. |
| Low-risk investor | Weak fit | As an equity-only fund, it remains subject to significant market volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term participant looking for systematic exposure to high-quality, cash-generative equities without the need to manually manage multiple ETFs.
Suitability
Best suited for long-term investors who prefer a hands-off, factor-tilted strategy; less ideal for active traders requiring high liquidity.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Equities, especially small-caps, can exhibit significant price swings. |
| Market risk | High | The fund is fully exposed to equity market downturns. |
| Concentration | Medium | The strategy is concentrated in companies identified by a specific cash flow factor. |
| Tracking/expense | Medium | The fund-of-funds structure results in two layers of fees that impact total returns. |
| Liquidity | Medium | Lower trading volumes can lead to wider spreads and difficulty executing large trades. |
| Business/sector quality | Low | Focusing on cash-rich companies generally targets higher quality businesses. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
HERD exhibits moderate to high volatility consistent with diversified equity portfolios focused on the value and quality factors.
Market Risk
The fund is primarily exposed to equity market risk, specifically the performance of large-cap and small-cap stocks selected for high free cash flow.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Investment factor | Pacer US Cash Cows 100 ETF (COWZ) | 35 | Provides primary exposure to large-cap US companies with high free cash flow yields. |
| Investment factor | Pacer US Small Cap Cash Cows 100 ETF (CALF) | 30 | Adds exposure to small-cap companies demonstrating strong free cash flow generation. |
| Investment factor | Pacer Developed Markets International Cash Cows 100 ETF (ICOW) | 25 | Provides international diversification using the same cash flow yield screen. |
| Cash/collateral | Cash and Cash Equivalents | 10 | Maintains liquidity for operational purposes and portfolio rebalancing. |
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 22.62% | Avg. Invested days 56 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
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