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Upturn AI Summary
QRAFT AI-Enhanced U.S. Large Cap Momentum ETF(AMOM)
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 AMOM
09/25/2026: AMOM (2-star) has a low Upturn Star Rating. Not recommended to BUY.
AMOM is an actively managed ETF that utilizes artificial intelligence to identify and invest in U.S. large-cap stocks exhibiting strong momentum. Its primary strength lies in its systematic, model-driven approach that aims to capture market trends faster than traditional index funds. It is best used as a tactical tool for aggressive growth investors, though it carries significant risks related to portfolio concentration, higher expense ratios, and the volatility inherent in momentum-based strategies. Investors should monitor the fund’s performance during changing market regimes, as the AI-driven strategy may underperform in non-momentum environments.
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 momentum-focused approach naturally aligns with companies currently experiencing high growth and upward price trends. |
| Momentum investor | Strong fit while signal remains positive | It is specifically designed for momentum-focused investors, provided they trust the AI model's current active signals. |
| Value investor | Weak fit | The fund prioritizes price momentum over valuation metrics, which may lead to purchasing expensive stocks. |
| Dividend/Income investor | Weak fit | The strategy is not designed for income generation and typically focuses on growth-oriented capital appreciation. |
| Low-risk investor | Weak fit | Concentrated holdings and momentum-based strategies are subject to high volatility and significant downside risk. |
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated market participant seeking aggressive growth through a systematic, AI-driven strategy who is comfortable with high tracking error and short-term volatility.
Suitability
AMOM is best suited for growth-oriented investors looking to complement a core portfolio with active momentum exposure, rather than as a primary long-term holding.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Momentum stocks often experience sharp price swings as sentiment shifts. |
| Market risk | High | The ETF is fully exposed to equity market downturns affecting large-cap stocks. |
| Concentration | Medium / high | The AI model may concentrate the portfolio in a few sectors or stocks, increasing specific company risk. |
| Tracking/expense | Medium | The 0.75% expense ratio is higher than passive alternatives, requiring consistent alpha to justify costs. |
| Liquidity | Medium / high | Lower trading volumes can make it difficult to enter or exit large positions without affecting price. |
| Business/sector quality | Medium | The fund may tilt heavily toward certain sectors based on AI signals, which may not align with broader economic stability. |
Risk Analysis
Volatility
AMOM exhibits higher-than-average volatility due to its active management and focus on momentum stocks, which are sensitive to sentiment.
Market Risk
The fund is subject to systemic U.S. equity market risk, specifically risks associated with high-growth sectors often held in momentum portfolios.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large Cap Equities | 98 | The portfolio focuses on large U.S. companies that have displayed strong upward price trends as identified by AI. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash buffer is held for liquidity and operational purposes. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 18.74% | Avg. Invested days 56 | 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 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 25, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $22.47M |
| Issuer | QRAFT AI ETFs |
| Expense Ratio | 0.75% |
| Distribution Yield | 0.03% |
| Inception | May 20, 2019 |
Performance
| Period | Total Return |
|---|---|
| YTD | +26.04% |
| 1 Year | +26.88% |
| 3 Year | +28.17% |
| 5 Year | +11.71% |
| 10 Year | +0.00% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 27.17% |
| 3Y Volatility | 22.51% |
| 3Y Sharpe Ratio | 0.81 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Large Cap | 52.23% |
| Mid Cap | 27.28% |
| Mega Cap | 20.04% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 70.63% |
| Industrials | 14.47% |
| Energy | 5.74% |
| Financial Services | 3.31% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 21.94x |
| Portfolio P/B | 8.08x |
| Portfolio P/S | 3.1x |
| Holdings Turnover | 5.06% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 8.54% |
| Broadcom | 4.07% |
| Micron Technology | 3.36% |
| Cisco Systems | 3.19% |
| Caterpillar | 3.15% |
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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