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Upturn AI Summary
Unified Series Trust(OALC)
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 OALC
10/28/2026: OALC (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Unified Series Trust OALC is an actively managed ETF that seeks capital appreciation by holding a diversified, yet selectively chosen, portfolio of equity securities. Its primary strength lies in the potential for active management to outperform broad benchmarks through factor-based or tactical adjustments, though this comes with higher expense ratios and lower liquidity than passive alternatives. Investors primarily use this fund to enhance returns within the equity portion of a broader portfolio. The most significant risks include underperformance relative to benchmarks, higher operational costs, and potential liquidity constraints. It is best suited for investors who are comfortable with active management risks and who monitor the sub-adviser's strategy effectiveness regularly.
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 while signal remains positive | The fund's focus on capital appreciation aligns well with growth-oriented investment goals. |
| Momentum investor | Mixed fit | Momentum investors should monitor if the current sub-adviser strategy captures trending market factors effectively. |
| Value investor | Mixed fit | Suitability depends on the fund's specific valuation discipline in its security selection process. |
| Dividend/Income investor | Weak fit | The primary objective is capital appreciation rather than consistent dividend yield generation. |
| Low-risk investor | Weak fit | Active management and concentrated holdings may introduce higher volatility than broad-market passive funds. |
Investor Profile
Ideal Investor Profile
The ideal investor for OALC is an individual or institution seeking active management and the potential for alpha, while accepting higher costs and liquidity risks.
Suitability
OALC is best suited for long-term investors looking to complement a core passive portfolio with an active, tactical equity strategy.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Active strategies can lead to performance swings that differ significantly from broader indices. |
| Market risk | High | The fund remains exposed to general equity market downturns affecting its holdings. |
| Concentration | Medium | Concentrated positions may increase sensitivity to company-specific or sector-specific news. |
| Tracking/expense | Medium | Higher expense ratios can create a performance drag over long-term holding periods. |
| Liquidity | Medium | Lower trading volumes may lead to higher execution costs during periods of market stress. |
| Business/sector quality | Medium | The reliance on the sub-adviser's methodology introduces business risk related to strategy efficacy. |
Risk Analysis
Volatility
OALC historically exhibits moderate to high volatility consistent with active equity management strategies.
Market Risk
The fund is subject to systemic equity market risks, meaning it will likely decline during broad market corrections.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Domestic Equity Holdings | 95 | This represents the core equity holdings selected to drive the fund's capital appreciation objectives. |
| Cash/collateral | Cash and Cash Equivalents | 5 | A small liquidity buffer is maintained for operational needs and tactical adjustments. |
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 50.15% | Avg. Invested days 84 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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