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SAMT
Upturn stock ratingUpturn stock rating

The Advisorsa€™ Inner Circle Fund III (SAMT)

Upturn stock ratingUpturn stock rating
$29.37
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
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  • WEEK

Upturn Advisory Summary

04/01/2025: SAMT (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF
Historic Profit 2.38%
Avg. Invested days 44
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

Key Highlights

Volume (30-day avg) 26575
Beta 0.82
52 Weeks Range 24.15 - 33.08
Updated Date 04/2/2025
52 Weeks Range 24.15 - 33.08
Updated Date 04/2/2025

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The Advisorsa€™ Inner Circle Fund III

stock logo

ETF Overview

overview logo Overview

The Advisorsau0080u0099 Inner Circle Fund III is a registered investment company that offers various ETFs with distinct investment strategies. The specific focus, target sector, asset allocation, and investment strategy vary significantly depending on the individual ETF within the Fund.

reliability logo Reputation and Reliability

The Advisorsau0080u0099 Inner Circle Fund III is a well-established fund family known for providing a platform for various sub-advisors to launch and manage ETFs. Their reputation depends on the performance of the individual ETFs within the fund and the specific advisors managing them.

reliability logo Management Expertise

Management expertise depends on the sub-advisor responsible for each individual ETF within the Fund. The expertise varies based on the experience and skills of the specific management team.

Investment Objective

overview logo Goal

The investment goal varies significantly depending on the individual ETF within The Advisorsau0080u0099 Inner Circle Fund III. Each ETF has a specific objective defined in its prospectus.

Investment Approach and Strategy

Strategy: The strategy depends on the individual ETF; some may track specific indices, while others employ active management. Strategies can range from passive indexing to active stock picking, sector rotation, or other specialized approaches.

Composition The asset composition is dependent on the specific ETF within The Advisorsau0080u0099 Inner Circle Fund III. It may include stocks, bonds, commodities, or a mix of asset classes, depending on the fund's investment objective.

Market Position

Market Share: The market share of individual ETFs within The Advisorsau0080u0099 Inner Circle Fund III varies depending on their specific focus and performance.

Total Net Assets (AUM): Data unavailable; requires specific ETF within the fund to be specified.

Competitors

overview logo Key Competitors

  • SPY
  • IVV
  • VTI
  • QQQ
  • IWM

Competitive Landscape

The ETF industry is highly competitive, with numerous providers offering similar products. The Advisorsau0080u0099 Inner Circle Fund III relies on the unique strategies of its sub-advisors to differentiate its ETFs. Advantages can include specialized expertise and niche market focus, while disadvantages may include lower brand recognition compared to larger ETF providers and reliance on the performance of individual sub-advisors.

Financial Performance

Historical Performance: Data unavailable; requires specific ETF within the fund to be specified.

Benchmark Comparison: Data unavailable; requires specific ETF within the fund to be specified.

Expense Ratio: Expense ratios vary by individual ETF within the Fund. It is imperative to check the prospectus for the specific ETF under consideration.

Liquidity

Average Trading Volume

Liquidity depends on the specific ETF; some may have high trading volumes, while others have lower volumes.

Bid-Ask Spread

The bid-ask spread varies by ETF and reflects the cost of trading; narrower spreads indicate higher liquidity.

Market Dynamics

Market Environment Factors

Market dynamics affecting individual ETFs within The Advisorsau0080u0099 Inner Circle Fund III are dependent on their underlying assets and investment strategies. Economic indicators, sector trends, and overall market sentiment can all have an impact.

Growth Trajectory

Growth trajectories for individual ETFs within the fund vary based on their strategies and market conditions. Changes to strategy and holdings are disclosed in fund prospectuses and regulatory filings.

Moat and Competitive Advantages

Competitive Edge

The competitive edge of The Advisorsau0080u0099 Inner Circle Fund III rests on its platform structure, allowing for diverse investment strategies from various sub-advisors. This can offer investors access to niche markets and specialized expertise. The success hinges on the performance and differentiation of these individual ETFs. The platform's flexibility is also a key advantage.

Risk Analysis

Volatility

Volatility varies by ETF, reflecting the risk profile of the underlying assets.

Market Risk

Market risk is specific to the underlying assets of each ETF. Risks can include equity market risk, interest rate risk, credit risk, and commodity price risk.

Investor Profile

Ideal Investor Profile

The ideal investor profile depends on the specific ETF. Some may be suitable for long-term investors seeking diversification, while others may be appropriate for more active traders looking for specific sector exposure.

Market Risk

Suitability depends on the ETF's investment objective and risk profile. Some may be best for long-term investors, while others are more suited for active traders or passive index followers. Individual risk tolerance and investment goals should always be considered.

Summary

The Advisorsau0080u0099 Inner Circle Fund III provides a platform for various sub-advisors to offer diverse investment strategies through ETFs. Investment objectives, asset allocations, and risk profiles vary significantly across individual ETFs within the fund. Investors should carefully research each ETF to understand its specific features and determine its suitability. The fund's success depends on the performance of its sub-advisors and their ability to generate attractive returns. Expense ratios and liquidity also varies by fund.

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Sources and Disclaimers

Data Sources:

  • ETF.com
  • Morningstar
  • Company Fact Sheets
  • SEC Filings

Disclaimers:

Data is based on available information and may be subject to change. Investment decisions should be based on individual research and consultation with a financial advisor.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.

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