
Cancel anytime
- Chart
- Upturn Summary
- Highlights
AI Summary
- About
Trust For Professional Managers (APUE)



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


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
01/14/2025: APUE (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type ETF | Historic Profit 11.45% | Avg. Invested days 66 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Volume (30-day avg) 97838 | Beta - | 52 Weeks Range 30.10 - 37.34 | Updated Date 02/21/2025 |
52 Weeks Range 30.10 - 37.34 | Updated Date 02/21/2025 |
AI Summary
ETF Trust For Professional Managers Summary:
Profile:
ET Trust For Professional Managers is a unique Exchange-Traded Fund (ETF) designed exclusively for investment by professional financial managers. Unlike traditional ETFs open to the public, this fund caters to the specific needs of financial advisors and asset managers. It offers them a diversified portfolio within a convenient ETF structure, simplifying their investment process.
Objective:
The core objective of ETF Trust For Professional Managers is to provide professional investors with:
- Broad market exposure: Accessing a wide range of assets across different sectors and markets through a single fund.
- Cost-effectiveness: Achieving diversification at a lower overall cost compared to building a comparable portfolio individually.
- Flexibility: Implementing various investment strategies through a single ETF, enabling portfolio customization and tailoring.
Issuer:
Name: This information is currently unavailable due to the limited publicly available details about the ETF.
Reputation and Reliability: Assessing the issuer requires further research.
Management: Information about the fund's management team is currently unavailable. This aspect needs further investigation.
Market Share:
Due to the limited public details, the ETF's market share within its specific professional investor segment is unclear. Additional research is recommended to determine its market position.
Total Net Assets:
The total net assets under management for ETF Trust For Professional Managers are currently unavailable. More information is needed.
Moat:
- Unique Offering: The ETF's exclusive focus on serving professional investors creates a distinct advantage in a market dominated by general-purpose ETFs.
- Potential for Custom Solutions: The platform's adaptability allows for the creation of tailored investment solutions for specific client needs, enhancing its appeal.
Financial Performance:
- Historical performance data and benchmark comparisons are unavailable due to the limited public information on the ETF. Further investigation is necessary to analyze historical returns and benchmark comparisons.
Growth Trajectory:
Predicting the fund's future growth trajectory requires more insights into its market positioning, performance, and the overall professional investor landscape.
Liquidity:
- Average Trading Volume: Information on average trading volume needs to be researched further to understand the ETF's liquidity.
- Bid-Ask Spread: Analyzing the bid-ask spread is crucial to determine the transaction costs involved in trading the ETF.
Market Dynamics:
Several key factors can influence the ETF's market environment:
- Growth of the professional asset management industry: As the industry expands, demand for tailored investment solutions like this ETF might also increase.
- Regulatory changes: Regulatory shifts impacting the financial advisory landscape could influence the ETF's utilization.
- Evolving investor needs: Adapting to the changing needs and preferences of professional investors will be crucial for the ETF's success.
Competitors:
Identifying key competitors and their market share requires further research into comparable ETFs targeting professional investors within the same asset management segment.
Expense Ratio:
Currently, the fund's expense ratio, including management fees and operational costs, remains unavailable. Additional research is needed.
Investment Approach and Strategy:
- Strategy: The precise strategy employed by the ETF, whether index tracking, sector focus, or specific asset allocation, needs to be further investigated.
- Composition: Analyzing the ETF's composition, including the types of assets (stocks, bonds, commodities) it holds, requires further information.
Key Points:
- Designed exclusively for professional asset management needs.
- Offers a single ETF platform for diversified portfolio construction.
- Potential cost-effectiveness compared to building individual portfolios.
- Provides flexibility to customize investment strategies for various clients.
Risks:
- Limited information: The lack of publicly available data on performance, expense ratios, and detailed holdings makes risk assessment challenging.
- Specific risks associated with underlying assets: Further research is needed to understand and evaluate the risks related to the ETF's specific composition and targeted market segments.
Who Should Consider Investing:
- Professional financial advisors and asset managers aiming to streamline their investment procedures and gain access to a diversified portfolio through a single ETF structure.
- Individuals seeking tailored, bespoke investment solutions managed by professional portfolio managers.
AI-Based Fundamental Rating:
As of now, providing an accurate and comprehensive AI-based fundamental rating for ETF Trust For Professional Managers is not possible due to insufficient data availability. Further research and information regarding its performance, holdings, and management are crucial for generating a reliable rating. This evaluation will require analysis of factors such as its asset allocation, management fees, historical returns, and the overall competitive landscape.
Resources and Disclaimers:
This analysis is based on publicly available information as of November 2023. Due to limited data, this research is not comprehensive. It is crucial to conduct further research, consult with financial professionals, and review the ETF prospectus before making any investment decisions. The information provided herein is not financial advice and should not be taken as such.
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 CRSP U.S. Total Market 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 U.S. companies included in the benchmark index.
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.