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APUE
Upturn stock ratingUpturn stock rating

Trust For Professional Managers (APUE)

Upturn stock ratingUpturn stock rating
$35.57
Delayed price
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

01/14/2025: APUE (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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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 11.45%
Avg. Invested days 66
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 01/14/2025

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.

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