
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT
- About
The Advisorsa Inner Circle Fund III (SAMT)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: SAMT (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 2.38% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
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 |
Upturn AI SWOT
The Advisorsa Inner Circle Fund III
ETF Overview
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.
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.
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
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
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.
Similar Companies
ITOT

iShares Core S&P Total U.S. Stock Market ETF


ITOT

iShares Core S&P Total U.S. Stock Market ETF
IYY

iShares Dow Jones U.S. ETF


IYY

iShares Dow Jones U.S. ETF
SCHB

Schwab U.S. Broad Market ETF


SCHB

Schwab U.S. Broad Market ETF
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.
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.