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- Fund Details
Clockwise Core Equity & Innovation ETF(TIME)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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- 1M
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- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
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Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for TIME
09/11/2026: TIME (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The Clockwise Core Equity & Innovation ETF (TIME) provides investors with an actively managed, hybrid U.S. equity exposure that combines stable core holdings with high-growth innovation stocks. Its primary strength lies in this balanced approach, designed to provide growth potential while managing the volatility of pure-play innovation funds. It is an appropriate tool for investors looking for active selection in their growth allocation but should be monitored for management performance relative to passive benchmarks. Primary risks include market-driven growth valuation swings and the higher expense structure typical of active management. It is best suited for long-term investors who prioritize active portfolio curation over lowest-cost passive index tracking.
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 inclusion of innovation-focused equities aligns well with growth-seeking objectives. |
| Momentum investor | Strong fit while signal remains positive | The active management approach allows for tactical shifts that can capture upward momentum in specific sectors. |
| Value investor | Mixed fit | While the core holdings may have value characteristics, the growth-oriented satellite exposure may conflict with strict value mandates. |
| Dividend/Income investor | Weak fit | The fund prioritizes capital appreciation over dividend yield generation. |
| Low-risk investor | Weak fit | The concentration in innovation and growth stocks introduces volatility that may exceed low-risk tolerance levels. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital growth who desire the oversight of active management to balance innovation with core market stability.
Suitability
Best suited for long-term investors comfortable with the higher volatility of growth-tilted portfolios and who prefer active oversight over passive index replication.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The growth and innovation component of the portfolio inherently carries higher price fluctuations. |
| Market risk | High | As an equity fund, it is significantly impacted by overall downward moves in the U.S. stock market. |
| Concentration | Medium | The fund's focus on innovation may lead to over-weighting specific high-growth sectors. |
| Tracking/expense | Medium | Active management costs are higher than passive alternatives and tracking error against broad indices is expected. |
| Liquidity | Medium | Lower trading volumes relative to massive ETFs may lead to wider spreads during market stress. |
| Business/sector quality | Medium | The fund relies on the success of specific innovative firms which may face execution risks. |
Risk Analysis
Volatility
TIME exhibits moderate-to-high volatility consistent with a portfolio tilted toward growth and innovation.
Market Risk
The fund is subject to systematic equity market risk, specifically risks related to U.S. growth and technology sector valuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Core Equities | 60 | These holdings provide the stable foundation and steady earnings profile for the portfolio. |
| Industry | Technology and Innovation-Focused Equities | 30 | These stocks offer growth potential through disruptive technologies and market leadership. |
| Cash/collateral | Cash and Cash Equivalents | 10 | Liquidity is maintained to manage volatility and capitalize on tactical investment opportunities. |
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 15.54% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/11/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 13, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $15.64M |
| Issuer | Clockwise Capital LLC |
| Expense Ratio | 1% |
| Distribution Yield | 0.7% |
| Inception | Jan 27, 2022 |
Performance
| Period | Total Return |
|---|---|
| YTD | +9.28% |
| 1 Year | +14.72% |
| 3 Year | +22.07% |
| 5 Year | +0.00% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 16.14% |
| 3Y Volatility | 18.81% |
| 3Y Sharpe Ratio | 0.89 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 54.73% |
| Large Cap | 21.42% |
| Mid Cap | 14.25% |
| Small Cap | 4.13% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 49.62% |
| Communication Services | 11.60% |
| Consumer Cyclicals | 7.17% |
| Financial Services | 6.38% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 23.1x |
| Portfolio P/B | 5.46x |
| Portfolio P/S | 5.35x |
| Holdings Turnover | 2.83% |
Top Holdings
| Holding | Weight |
|---|---|
| Apple | 10.64% |
| NVIDIA | 7.91% |
| Microsoft | 6.17% |
| Alphabet Class A | 4.80% |
| Amazon | 3.81% |
Upturn AI Summary
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.
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