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- Upturn Summary
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Upturn AI Summary
VistaShares Target 15 Berkshire Select Income ETF(OMAH)
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 OMAH
11/06/2026: OMAH (2-star) has a low Upturn Star Rating. Not recommended to BUY.
OMAH provides concentrated exposure to a high-conviction portfolio of approximately 15 companies, strategically modeled after the investment success of Berkshire Hathaway. Its primary strengths lie in its specific value-factor focus and active management, which aim to outperform broader market indices. However, investors must be aware of the high concentration risk and potentially lower liquidity compared to diversified peers. The fund is best suited for long-term investors who share the management's value-oriented philosophy and can tolerate the volatility associated with a small, focused list of holdings. Key factors to monitor include the relative performance of large-cap value stocks and the fund's ongoing liquidity levels.
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 | The portfolio focus on established value companies may limit pure growth capital appreciation potential. |
| Momentum investor | Weak fit | This is a value-oriented, concentrated fund that typically does not align with high-frequency momentum strategies. |
| Value investor | Strong fit | The fund's focus on high-quality, long-term value companies aligns perfectly with a value-based investment philosophy. |
| Dividend/Income investor | Mixed fit | While the fund seeks income, its concentrated nature and focus on total return may result in variable dividend yields. |
| Low-risk investor | Weak fit | High concentration in approximately 15 stocks leads to significantly higher idiosyncratic risk than a diversified index fund. |
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated individual with a long-term time horizon who specifically seeks a concentrated, value-oriented investment strategy.
Suitability
OMAH is best suited for long-term investors looking to complement a core portfolio, rather than active traders or those seeking a passive index-tracking experience.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Concentrated portfolios of 15 stocks are inherently more volatile than diversified benchmarks. |
| Market risk | Medium / high | The fund remains subject to broad market downturns, particularly within the value and financial sectors. |
| Concentration | High | Holding only 15 stocks means the performance of any single security can have a disproportionate impact on the ETF. |
| Tracking/expense | Medium | The active management fee is higher than passive alternatives, creating a performance hurdle. |
| Liquidity | Medium / high | Low trading volume can lead to execution difficulties for larger retail or institutional positions. |
| Business/sector quality | Low | The focus on high-quality companies with strong balance sheets helps mitigate some fundamental business risks. |
Risk Analysis
Volatility
OMAH exhibits higher historical volatility due to its concentrated portfolio structure, which lacks the dampening effect of broad diversification.
Market Risk
The fund faces significant market risk linked to the financial and value-oriented segments of the U.S. economy, making it sensitive to broad macro-economic shifts.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | Berkshire Hathaway Inc. (BRK.B) | 15 | This represents the core anchor holding of the fund, reflecting the primary strategic influence of the ETF. |
| Industry | Financial Services (Holding Companies) | 35 | Heavy concentration in financial and holding companies aligns with the classic value-oriented investment approach. |
| Industry | Consumer Staples & Services | 30 | These holdings provide defensive income characteristics and stable cash flows to the concentrated portfolio. |
| Industry | Energy and Industrials | 15 | Exposure to these cyclical sectors aims to capture long-term value and capital appreciation potential. |
| Cash/collateral | 5 | A small cash position is maintained for liquidity needs and operational flexibility. |
Analysis of Past Performance
Type ETF | Historic Profit 5.6% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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