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Upturn AI SWOT - About
ETF Opportunities Trust - American Conservative Values ETF (ACVF)
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Upturn Advisory Summary
04/01/2025: ACVF (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
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 -4.76% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 7640 | Beta 0.98 | 52 Weeks Range 37.58 - 46.00 | Updated Date 04/2/2025 |
52 Weeks Range 37.58 - 46.00 | Updated Date 04/2/2025 |
Upturn AI SWOT
ETF Opportunities Trust - American Conservative Values ETF
ETF Overview
Overview
The American Conservative Values ETF (ACVF) seeks to deliver investment results that reflect the values of conservative investors by screening out companies that support liberal causes. It aims to provide capital appreciation by investing in companies that align with specific conservative values.
Reputation and Reliability
ETF Opportunities Trust is a relatively new issuer and may have limited long-term track record compared to larger, more established ETF providers. Its reputation is tied to the performance and alignment of its ETFs with their stated investment objectives.
Management Expertise
Information on the specific management team's experience is not widely available but they have a clearly defined philosophy of screening investment based on values.
Investment Objective
Goal
The primary goal of ACVF is to provide capital appreciation while aligning investment with conservative values.
Investment Approach and Strategy
Strategy: ACVF employs a value-based screening process, excluding companies perceived to be inconsistent with conservative values.
Composition The ETF primarily holds equity securities of U.S. companies selected based on their adherence to conservative values.
Market Position
Market Share: Data on the exact market share is limited due to the niche focus of the fund.
Total Net Assets (AUM): The AUM of ACVF is not widely accessible and varies.
Competitors
Key Competitors
- GOD
- PKOH
- BIBL
Competitive Landscape
The competitive landscape consists of ETFs with religious or political screening strategies. ACVF competes against funds with similar value-based criteria. ACVF's advantage lies in its focus on American conservative values, while its disadvantage could be limited diversification due to its specific screening criteria.
Financial Performance
Historical Performance: Historical performance data is unavailable for analysis.
Benchmark Comparison: Benchmark data for value investing is unavailable for analysis.
Expense Ratio: 0.59
Liquidity
Average Trading Volume
The average trading volume of ACVF can be low which can affect the execution price.
Bid-Ask Spread
The bid-ask spread can vary but might be wider than more liquid ETFs, potentially increasing trading costs.
Market Dynamics
Market Environment Factors
Economic conditions, investor sentiment toward value investing, and political trends can affect ACVF's performance.
Growth Trajectory
Growth trends depend on increasing interest in value-based investing and the fund's ability to attract investors seeking alignment with conservative principles.
Moat and Competitive Advantages
Competitive Edge
ACVF's competitive edge lies in its clear and explicit focus on American conservative values, catering to a specific investor segment seeking alignment between their values and investments. This niche focus differentiates it from broader market ETFs or those focusing on different values-based themes. This could resonate strongly with investors who prioritize value alignment over pure financial performance. However, the fund's value screening can limit the investment universe.
Risk Analysis
Volatility
Due to its specific holdings, ACVF may exhibit volatility that differs from broader market indices.
Market Risk
The market risk depends on the underlying stocks selected and the sensitivity to sector and value factor exposures.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking to align their investments with their conservative values, even if it means potentially sacrificing some financial returns.
Market Risk
ACVF may be suitable for long-term investors who prioritize value alignment and are comfortable with the potential for lower diversification and potentially higher volatility.
Summary
The American Conservative Values ETF (ACVF) caters to investors looking to align their portfolios with conservative values by screening out companies that support liberal causes. Its success depends on attracting investors willing to prioritize values alignment over potentially higher financial returns and broader diversification. The fund's focused approach, while differentiating, also introduces risks related to concentration and value-based market sentiment. The ETF is designed for long-term investors with a commitment to conservative values.
Similar Companies
BIBL
Northern Lights Fund Trust IV - Inspire 100 ETF
BIBL
Northern Lights Fund Trust IV - Inspire 100 ETF
PKOH
Park Ohio Holdings Corp
PKOH
Park Ohio Holdings Corp
Sources and Disclaimers
Data Sources:
- ETF provider websites
- Financial news sources
- ETF databases
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified 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 ETF Opportunities Trust - American Conservative Values ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities of U.S. companies that meet its politically conservative criteria. The equity securities in which it invests will generally be those of companies with large market capitalizations.
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