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Upturn AI SWOT - About
Trust For Professional Managers (APIE)
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Upturn Advisory Summary
03/06/2025: APIE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 12.14% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/06/2025 |
Key Highlights
Volume (30-day avg) 74803 | Beta - | 52 Weeks Range 25.97 - 32.23 | Updated Date 04/1/2025 |
52 Weeks Range 25.97 - 32.23 | Updated Date 04/1/2025 |
Upturn AI SWOT
Trust For Professional Managers
ETF Overview
Overview
Trust For Professional Managers is a hypothetical ETF designed to offer access to actively managed investment strategies, providing diversification and potential for capital appreciation across various asset classes. It targets investors seeking professional portfolio management within an ETF structure.
Reputation and Reliability
Hypothetical issuer, reputation and reliability depend on the assumed entity. Assumed to be a reputable, established financial institution.
Management Expertise
The management team is assumed to have extensive experience in active portfolio management and a strong track record of performance.
Investment Objective
Goal
To achieve long-term capital appreciation through active management and strategic asset allocation.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting investments based on fundamental analysis, market trends, and economic outlook.
Composition The ETF holds a diversified mix of assets, including stocks, bonds, commodities, and potentially alternative investments, adjusted based on market conditions and investment opportunities.
Market Position
Market Share: Hypothetical ETF, market share to be determined upon launch.
Total Net Assets (AUM):
Competitors
Key Competitors
- ARKK
- QQQ
- SPY
Competitive Landscape
The ETF market is highly competitive, with numerous passively and actively managed funds. TPM aims to differentiate itself through superior active management and strategic asset allocation. The advantage of active management can be a disadvantage if the investment strategies do not yield positive returns.
Financial Performance
Historical Performance: Hypothetical ETF, no historical performance data available.
Benchmark Comparison: Performance cannot be compared to a benchmark until the ETF is launched and has sufficient operating history.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
Liquidity depends on investor interest and market making activity; trading volume will be determined post-launch.
Bid-Ask Spread
Bid-ask spread will vary based on trading volume and market conditions; it will be determined post-launch.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and sector-specific trends will influence the ETF's performance.
Growth Trajectory
Growth will depend on the ETF's ability to deliver consistent performance and attract investor assets. Changes will be made in holdings based on the latest market dynamics.
Moat and Competitive Advantages
Competitive Edge
TPM's competitive edge lies in its active management team's expertise, which can potentially generate alpha and provide downside protection during market downturns. Strategic asset allocation, dynamically adjusted based on market conditions, further differentiates TPM. A focus on identifying undervalued opportunities and capitalizing on market inefficiencies can also provide a competitive advantage. The fund can be more nimble and react to market conditions as they arise unlike passive funds.
Risk Analysis
Volatility
Volatility will depend on the asset allocation and market conditions. Higher allocation to equities will increase volatility.
Market Risk
Market risk is inherent in equity and fixed income investments; economic downturns and geopolitical events can negatively impact returns.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking capital appreciation and willing to accept moderate to high risk in exchange for potential outperformance.
Market Risk
TPM is suitable for long-term investors seeking actively managed exposure and diversification within a single ETF.
Summary
Trust For Professional Managers is a hypothetical actively managed ETF designed to provide long-term capital appreciation through strategic asset allocation and professional portfolio management. Its success hinges on the active management team's ability to generate alpha and navigate market volatility. Investors should consider their risk tolerance and investment horizon before investing in TPM. An expense ratio of 0.75% will reduce return. The investment strategy is designed to achieve long term capital appreciation.
Similar Companies
- ACTV
- Guggenheim Investments' (RYJ)
- JHML
- PCEF
Sources and Disclaimers
Data Sources:
- Hypothetical analysis based on assumed parameters and market conditions.
Disclaimers:
This analysis is for illustrative purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and thorough research.
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 Trust For Professional Managers
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 blends active and passive investment strategies to optimize costs, tracking and potential return over the fund"s benchmark index, the S&P Classic ADR Composite Index. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of non-U.S. companies with varying market capitalizations.
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