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Upturn AI SWOT - About
The Advisorsa Inner Circle Fund III (SAMT)
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Upturn Advisory Summary
09/16/2025: SAMT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 22.32% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.84 | 52 Weeks Range 24.76 - 34.37 | Updated Date 06/29/2025 |
52 Weeks Range 24.76 - 34.37 | Updated Date 06/29/2025 |
Upturn AI SWOT
The Advisorsa Inner Circle Fund III
ETF Overview
Overview
The Advisorsau0080u0099 Inner Circle Fund III is a series of actively managed ETFs. Each fund within this series has a unique focus, target sector, asset allocation, and investment strategy managed by sub-advisors.
Reputation and Reliability
The Advisorsau0080u0099 Inner Circle Fund III is a series of ETFs under the umbrella of Advisors Asset Management (AAM). AAM is a well-established financial services company, suggesting reasonable reliability.
Management Expertise
Management expertise varies depending on the specific ETF within The Advisorsau0080u0099 Inner Circle Fund III and the sub-advisor appointed for that fund.
Investment Objective
Goal
The investment goal varies for each ETF within The Advisorsau0080u0099 Inner Circle Fund III series. Each fund has a different objective based on its specific mandate.
Investment Approach and Strategy
Strategy: The strategy varies; ETFs within the series may track a specific index (though most are actively managed), focus on a sector, invest in commodities, or other assets.
Composition The assets held by each ETF vary greatly and can include stocks, bonds, commodities, or a mix, depending on the specific fund's investment strategy.
Market Position
Market Share: Market share depends on the specific ETF within The Advisorsau0080u0099 Inner Circle Fund III series and its specific niche.
Total Net Assets (AUM): Data on AUM is specific to each fund within The Advisorsau0080u0099 Inner Circle Fund III series and cannot be generalized.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape varies depending on the specific focus of each ETF within the Advisorsau0080u0099 Inner Circle Fund III series. The advantages and disadvantages are specific to each fund's strategy and holdings compared to similar ETFs in its respective category.
Financial Performance
Historical Performance: Historical performance data is specific to each individual ETF within The Advisorsau0080u0099 Inner Circle Fund III series.
Benchmark Comparison: Benchmark comparison is specific to each individual ETF within The Advisorsau0080u0099 Inner Circle Fund III series, depending on its investment strategy and objectives.
Expense Ratio: The expense ratio varies by fund within The Advisorsau0080u0099 Inner Circle Fund III series.
Liquidity
Average Trading Volume
Liquidity, as measured by average trading volume, is specific to each ETF within The Advisorsau0080u0099 Inner Circle Fund III series.
Bid-Ask Spread
The bid-ask spread will vary depending on the specific ETF within The Advisorsau0080u0099 Inner Circle Fund III series.
Market Dynamics
Market Environment Factors
Market environment factors are specific to the investment focus of each ETF within The Advisorsau0080u0099 Inner Circle Fund III series.
Growth Trajectory
Growth trends and patterns are specific to each ETF and dependent on its unique strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
The competitive edge for each ETF within The Advisorsau0080u0099 Inner Circle Fund III series depends on its specific investment strategy, the expertise of its sub-advisor, and its ability to deliver returns relative to its benchmark. Some funds might have a unique investment approach, while others may focus on a niche market. Superior management and a well-defined investment process can also provide a competitive advantage. Understanding the nuances of each individual fund is crucial to assessing its competitive edge.
Risk Analysis
Volatility
Historical volatility depends on the specific ETF within The Advisorsau0080u0099 Inner Circle Fund III series.
Market Risk
Market risk is associated with the underlying assets of each specific ETF within The Advisorsau0080u0099 Inner Circle Fund III series.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies by fund within the Advisorsau0080u0099 Inner Circle Fund III series, depending on the fund's specific investment strategy, risk profile, and investment objectives. Investors should carefully consider their own financial goals, risk tolerance, and time horizon before investing in any of these funds.
Market Risk
Suitability depends on the specific ETF within The Advisorsau0080u0099 Inner Circle Fund III series and can vary between long-term investors, active traders, or passive index followers.
Summary
The Advisorsau0080u0099 Inner Circle Fund III is a series of actively or passively managed ETFs that each have different investment objectives and strategies. These funds are managed by a series of sub-advisors. The funds' overall performance and risk are tied to the underlying assets. Investors should carefully review the prospectus to determine if an individual fund aligns with their investment strategy. Individual investors need to consult the prospectus of each individual ETF to determine its precise investment strategy and associated risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings
- Fund prospectuses
- Financial news sources
Disclaimers:
Data and analysis are based on available information and may not be complete. Investment decisions should be made with caution and after consulting a financial advisor. Performance may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About The Advisorsa Inner Circle Fund III
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing principally in common stocks of U.S. companies that Strategas Asset Management, LLC (the "Adviser") believes most highly correlate to macro-thematic trends. It may invest in securities of companies with any market capitalization, though certain liquidity parameters are required for a security to be considered.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.