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Upturn AI Summary
Tema Cardiovascular and Metabolic ETF(HRTS)
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 HRTS
11/06/2026: HRTS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The Tema Cardiovascular and Metabolic ETF (HRTS) provides targeted, actively managed exposure to companies leading the innovation in heart disease, diabetes, and obesity therapeutics. Its primary strength is its thematic precision, offering investors access to a high-growth niche often diluted in broader healthcare indices. It serves best as a satellite growth position within a well-diversified portfolio. Key risks include high sectoral concentration, clinical trial uncertainty, and regulatory drug-pricing headwinds. Investors should monitor FDA approvals and trial success rates while considering the fund's higher expense ratio.
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 captures significant growth potential in the rapidly expanding obesity and metabolic disease markets. |
| Momentum investor | Strong fit while signal remains positive | The thematic focus aligns well with momentum cycles in the healthcare and biotech innovation sectors. |
| Value investor | Weak fit | Many companies in this space trade at high premiums due to high growth expectations, which contradicts a traditional value approach. |
| Dividend/Income investor | Weak fit | The fund focuses on clinical innovation and growth rather than established cash-flow-generating companies with high yields. |
| Low-risk investor | Weak fit | Concentrated exposure to biotech/pharma research and development carries significant inherent volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a growth-oriented individual or institution seeking thematic, long-term exposure to healthcare innovation who is willing to accept high volatility in exchange for potential outperformance.
Suitability
HRTS is best suited as a satellite holding for long-term growth investors; it is less appropriate for risk-averse or short-term income-seeking investors.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The healthcare/biotech sector is subject to sharp price swings based on clinical trial results and regulatory decisions. |
| Market risk | Medium / high | General market downturns can disproportionately impact high-growth thematic funds. |
| Concentration | High | The narrow focus on cardiovascular and metabolic diseases limits diversification compared to a broad healthcare ETF. |
| Tracking/expense | Medium | The 0.75% expense ratio acts as a continuous drag on total returns compared to low-cost passive indices. |
| Liquidity | Medium | Lower trading volumes may lead to slippage when entering or exiting large positions. |
| Business/sector quality | Medium | Performance is highly dependent on the success of specific companies' research pipelines. |
Risk Analysis
Volatility
HRTS exhibits elevated volatility due to its concentration in the research-heavy pharmaceutical and biotechnology sectors.
Market Risk
The fund is subject to specific risks including regulatory changes, clinical trial failure, and patent cliffs that can cause individual stock prices to fall sharply.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Pharmaceuticals & Biotechnology (Cardiovascular/Metabolic Focus) | 85 | This provides core exposure to firms developing drugs and devices for chronic metabolic and cardiovascular conditions. |
| Industry | Medical Technology/Devices | 10 | These companies provide surgical and diagnostic tools essential for treating heart-related ailments. |
| Cash/collateral | Cash and Cash Equivalents | 5 | This represents residual liquidity held for operational needs 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 6.02% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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