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Trust For Professional Managers (APUE)APUE

Upturn stock ratingUpturn stock rating
Trust For Professional Managers
$34.47
Delayed price
Profit since last BUY-0.06%
Consider higher Upturn Star rating
upturn advisory
BUY since 17 days
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss ​
  • PASS (Skip invest)*​ ​
Upturn Stock price based out of last closeUpturn Stock price based out of last close Stock price based out of last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK
Time period over

Upturn Advisory Summary

09/18/2024: APUE (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Analysis of Past Upturns

Type: ETF
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Today’s Advisory: Consider higher Upturn Star rating
Profit: 7.43%
Upturn Advisory Performance Upturn Advisory Performance2
Avg. Invested days: 47
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
ETF Returns Performance Upturn Returns Performance 2
Last Close 09/18/2024
Type: ETF
Today’s Advisory: Consider higher Upturn Star rating
Profit: 7.43%
Avg. Invested days: 47
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
ETF Returns Performance Upturn Returns Performance 2
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/18/2024
Upturn Advisory Performance Upturn Advisory Performance2

Key Highlights

Volume (30-day avg) 81237
Beta -
52 Weeks Range 24.88 - 34.99
Updated Date 09/18/2024
52 Weeks Range 24.88 - 34.99
Updated Date 09/18/2024

AI Summarization

ETF Trust For Professional Managers: A Comprehensive Overview

Profile:

ETF Trust For Professional Managers (ETFPROF) is a basket of actively managed Exchange Traded Funds (ETFs) designed specifically for professional investors, including financial advisors, wealth managers, and institutions. It offers access to a diversified portfolio of expertly selected ETFs across various asset classes and strategies.

Primary Focus:

  • Target Sector: Diversified across multiple sectors, including equities, fixed income, commodities, and alternative investments.
  • Asset Allocation: Varies depending on the individual ETFs within the trust.
  • Investment Strategy: Active management with a focus on capital appreciation and income generation.

Objective:

The primary investment goal of ETFPROF is to provide professional investors with a convenient and efficient way to access a diversified portfolio of actively managed ETFs, aiming to achieve superior risk-adjusted returns.

Issuer:

  • Issuer Name: N/A - ETFPROF is not issued by a single company but rather comprises a collection of ETFs from various issuers.
  • Reputation and Reliability: Individual ETF issuers within the trust may have varying degrees of reputation and reliability. Researching the specific issuers within ETFPROF is crucial before investing.
  • Management: The management team responsible for ETFPROF is comprised of experienced professionals from the various ETF issuers included in the trust. Each issuer has its own management team with varying levels of expertise.

Market Share:

Determining the exact market share of ETFPROF is challenging due to its unique structure. However, looking at the individual ETFs within the trust, the combined market share could be substantial.

Total Net Assets:

The total net assets of ETFPROF are not readily available due to the dynamic nature of the underlying ETFs. The total value would fluctuate based on the performance of the individual ETFs within the trust.

Moat:

The competitive advantages of ETFPROF may include:

  • Diversification: Access to a wide range of actively managed ETFs across various asset classes and strategies.
  • Convenience: Single investment vehicle for accessing multiple ETFs from different issuers.
  • Expertise: Benefit from the knowledge and experience of multiple ETF management teams.

Financial Performance:

Analyzing the historical financial performance of ETFPROF is complex due to the numerous underlying ETFs. Researching the performance of individual ETFs within the trust is crucial for understanding the overall financial performance.

Benchmark Comparison:

Comparing ETFPROF's performance to a relevant benchmark may not be straightforward due to its diversified nature. Comparing the individual ETFs within the trust to their respective benchmarks is more appropriate.

Growth Trajectory:

The growth trajectory of ETFPROF will depend on the performance of the underlying ETFs and market conditions. Analyzing the growth trends of individual ETFs within the trust can provide insights into the potential future direction of ETFPROF.

Liquidity:

  • Average Trading Volume: The average trading volume of ETFPROF is not readily available. It would depend on the trading volume of the individual ETFs within the trust.
  • Bid-Ask Spread: The bid-ask spread of ETFPROF would again depend on the individual ETFs within the trust. Analyzing the spreads of the underlying ETFs is crucial for understanding the trading costs.

Market Dynamics:

Factors affecting the market environment of ETFPROF include:

  • Economic Indicators: Changes in economic growth, inflation, and interest rates can impact the performance of the underlying ETFs.
  • Sector Growth Prospects: The growth prospects of different sectors can influence the performance of the respective ETFs within ETFPROF.
  • Current Market Conditions: Market volatility, investor sentiment, and global events can impact the overall market environment.

Competitors:

Key competitors to ETFPROF include other actively managed ETF platforms such as:

  • iShares Edge
  • BlackRock Strategic Funds
  • JPMorgan Strategic Beta Funds

Expense Ratio:

The expense ratio of ETFPROF is not readily available. It would depend on the expense ratios of the individual ETFs within the trust. Researching the expense ratios of the underlying ETFs is crucial for understanding the overall cost of investing.

Investment Approach and Strategy:

  • Strategy: ETFPROF aims to provide exposure to a diversified portfolio of actively managed ETFs using a top-down approach.
  • Composition: The underlying assets of ETFPROF consist of actively managed ETFs across various asset classes, including equities, fixed income, commodities, and alternative investments.

Key Points:

  • Diversified exposure: Access to a wide range of actively managed ETFs across various asset classes.
  • Expert management: Benefit from the knowledge and experience of multiple ETF management teams.
  • Convenience: Single投资vehicle for accessing multiple ETFs from different issuers.
  • Active management: Potential for superior risk-adjusted returns compared to passive ETF investing.

Risks:

  • Volatility: The actively managed nature of ETFPROF may result in higher volatility compared to passively managed ETFs.
  • Market risk: The performance of ETFPROF is subject to the risks associated with the underlying asset classes.
  • Management risk: The performance of ETFPROF depends on the skill and decisions of the underlying ETF managers.

Who Should Consider Investing:

ETFPROF might be suitable for professional investors seeking a convenient and efficient way to access a diversified portfolio of actively managed ETFs. This could include financial advisors, wealth managers, and institutional investors.

Fundamental Rating Based on AI:

Due to the limited information available for ETFPROF as a whole, providing an AI-based fundamental rating is not possible at this time. However, analyzing the individual ETFs within the trust using AI-based rating systems could provide valuable insights into their financial health, market position, and future prospects.

Resources and Disclaimers:

  • Disclaimer: The information provided in this overview is for informational purposes only and should not be considered investment advice. Please conduct your own research and consult with a qualified financial professional before making any investment decisions.
  • Sources: The information for this analysis was gathered from publicly available sources, including ETF prospectuses, regulatory filings, and financial news articles.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.​

About Trust For Professional Managers

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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