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Upturn AI Summary
The Advisors’ Inner Circle Fund III(SAMM)
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 SAMM
11/06/2026: SAMM (1-star) is currently NOT-A-BUY. Pass it for now.
SAMM is an actively managed ETF that provides exposure to a concentrated, tactical portfolio of U.S. equities selected via a proprietary macro-momentum model. Its primary strength lies in the institutional research expertise of Strategas, allowing for dynamic rotation between high-momentum stocks and defensive assets like cash or gold. It is best used as a tactical satellite holding within a broader portfolio to capture market trends. Investors should be aware of risks including high concentration, moderate liquidity, and the potential for momentum strategies to lag during market reversals. It is most suitable for sophisticated investors who prioritize active trend-following over passive broad-market exposure.
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 focuses on high-momentum stocks which are typically leaders in growth-oriented markets. |
| Momentum investor | Strong fit while signal remains positive | It is specifically designed for momentum-seeking investors who value tactical adjustments based on trend signals. |
| Value investor | Weak fit | The strategy favors relative strength and trend leaders, which often trade at premium valuations rather than value discounts. |
| Dividend/Income investor | Weak fit | The fund prioritizes capital appreciation over yield and does not have an income-focused mandate. |
| Low-risk investor | Weak fit | The concentrated portfolio and reliance on momentum signals can result in higher volatility than broad market indices. |
Investor Profile
Ideal Investor Profile
The ideal investor is an experienced market participant who values active management and research-driven tactical rotation over low-cost indexing.
Suitability
Best suited for long-term investors looking to complement a core index portfolio with a tactical satellite position.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The concentrated portfolio of 20-50 stocks can lead to significant price swings compared to diversified benchmarks. |
| Market risk | Medium / high | As an equity-focused fund, it is susceptible to broad market downturns unless it successfully executes defensive shifts. |
| Concentration | High | Holding only 20-50 securities increases the impact of individual company performance on total fund returns. |
| Tracking/expense | Medium | The 0.65% expense ratio is higher than standard passive ETFs, creating a higher hurdle for long-term performance. |
| Liquidity | Medium | Low trading volume can occasionally make it harder to enter or exit positions without impacting the price. |
| Business/sector quality | Medium | Tactical sector rotation may lead to overexposure to sectors that might fall out of favor. |
Risk Analysis
Volatility
SAMM exhibits high historical volatility due to its concentrated holdings and tactical rotation methodology.
Market Risk
As an equity-heavy fund, SAMM is exposed to systematic market risk, though it attempts to hedge this by rotating into Treasuries or gold.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Single stock | U.S. Equities (Momentum & Trend Leaders) | 90 | The portfolio focuses on a concentrated selection of high-momentum stocks identified through technical and macro analysis. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Small liquidity buffer maintained for operational needs and tactical shifts. |
| Other | Defensive Assets (Treasuries / Gold ETPs) | 5 | Allocations to Treasuries or gold are used to mitigate risk during adverse market environments. |
Analysis of Past Performance
Type ETF | Historic Profit 14.59% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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