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Upturn AI Summary
Astoria US Quality Kings ETF(ROE)
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 ROE
10/23/2026: ROE (2-star) is currently NOT-A-BUY. Pass it for now.
Astoria US Quality Kings ETF (ROE) provides targeted exposure to US companies that exhibit strong financial health, such as high return on equity and solid balance sheets. By utilizing an active management approach, the fund seeks to outperform passive quality indices, though this comes with a higher expense ratio. It is designed to serve as a core equity holding for investors prioritizing quality and downside risk management. Key risks include systemic market volatility and potential underperformance relative to cheaper passive alternatives. The fund is best suited for long-term investors who prefer active oversight in their quest for quality-driven, risk-adjusted returns.
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 the fund focuses on quality, it may lack the aggressive volatility profile desired by pure growth investors. |
| Momentum investor | Strong fit while signal remains positive | Active management allows the fund to capture momentum when the quality factor aligns with broader market trends. |
| Value investor | Strong fit | Quality is often correlated with value, making this fund a strong fit for those seeking profitability at reasonable valuations. |
| Dividend/Income investor | Mixed fit | The fund emphasizes quality and capital growth over a specific yield-focused dividend strategy. |
| Low-risk investor | Medium fit | The focus on high-quality companies typically results in lower volatility than the broader market, though it remains an equity-based investment. |
Investor Profile
Ideal Investor Profile
The ideal investor is a medium-to-long-term participant looking for exposure to high-quality, fundamentally sound US companies with active management oversight.
Suitability
ROE is best suited for long-term investors who prefer a factor-based, active approach to core equity holdings.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund exhibits moderate volatility consistent with diversified US large-cap equity portfolios. |
| Market risk | High | As an equity fund, it is fully exposed to systemic downturns in the US stock market. |
| Concentration | Medium | The focus on quality factors may lead to sector biases that differ from the broader market. |
| Tracking/expense | Low | The active management strategy means it does not aim to track an index, mitigating tracking error risks but incurring higher management costs. |
| Liquidity | Low | Liquidity risk is low given the fund invests in highly liquid, large-cap US equities. |
| Business/sector quality | Low / none | The fund's primary strategy is to mitigate business quality risk by filtering for top-tier companies. |
Risk Analysis
Volatility
ROE historically exhibits volatility slightly lower than the broader S&P 500, characteristic of the quality factor's defensive nature.
Market Risk
The fund is subject to systemic market risk and is susceptible to negative performance during broad economic downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Quality Equities | 98 | The fund focuses on established, high-quality US companies that demonstrate strong profitability and consistent financial health. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash position is maintained for liquidity needs and managing daily 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 43.76% | Avg. Invested days 81 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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