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The Brinsmere Fund - Conservative ETF(TBFC)
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 TBFC
09/28/2026: TBFC (1-star) is currently NOT-A-BUY. Pass it for now.
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.
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 4.64% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 28, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $361.00M |
| Issuer | The Brinsmere Funds |
| Distribution Yield | 2.99% |
| Inception | Jan 12, 2024 |
Performance
| Period | Total Return |
|---|---|
| YTD | +2.38% |
| 1 Year | +6.05% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 6.89% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Large Cap | 14.04% |
| Mega Cap | 13.10% |
| Mid Cap | 8.53% |
| Small Cap | 5.14% |
| Micro Cap | 1.99% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 28.49% |
| Financial Services | 15.41% |
| Industrials | 11.39% |
| Healthcare | 9.32% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 15.93x |
| Portfolio P/B | 2.6x |
| Portfolio P/S | 1.68x |
Top Holdings
| Holding | Weight |
|---|---|
| Vanguard Intermediate-Term Treasury Index Fund ETF Shares | 14.72% |
| Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares | 9.65% |
| Xtrackers USD High Yield Corporate Bond ETF | 9.54% |
| SPDR Russell 1000 ETF | 7.82% |
| iShares 0–1 Year Treasury Bond ETF | 7.58% |
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