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Upturn AI SWOT - About
Elevation Series Trust (CBLS)
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Upturn Advisory Summary
03/11/2025: CBLS (2-star) is a SELL. SELL since 4 days. Profits (2.22%). Updated daily EoD!
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration 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 11.31% | Avg. Invested days 57 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Volume (30-day avg) 5168 | Beta 0.56 | 52 Weeks Range 22.31 - 28.83 | Updated Date 04/1/2025 |
52 Weeks Range 22.31 - 28.83 | Updated Date 04/1/2025 |
Upturn AI SWOT
Elevation Series Trust
ETF Overview
Overview
It appears the 'Elevation Series Trust' is a hypothetical ETF. A genuine response would detail its focus, sector, asset allocation, and strategy. As this is hypothetical, assuming a large-cap growth focused ETF.
Reputation and Reliability
Hypothetical; cannot assess reputation.
Management Expertise
Hypothetical; cannot assess management.
Investment Objective
Goal
Hypothetically, to achieve long-term capital appreciation by investing in large-cap growth stocks.
Investment Approach and Strategy
Strategy: Hypothetically, this ETF tracks a proprietary index of large-cap growth companies.
Composition Hypothetically, the ETF holds primarily large-cap US growth stocks.
Market Position
Market Share: Hypothetical ETF; therefore market share is 0%
Total Net Assets (AUM): 0
Competitors
Key Competitors
- VUG
- SCHG
- IWF
- QQQ
Competitive Landscape
The large-cap growth ETF market is highly competitive. ELEV, if it existed, would need a unique selling proposition to gain market share. Competitors benefit from first-mover advantage and established brand recognition. ELEV's success hinges on outperforming existing ETFs or offering a differentiated investment approach, which is currently unknown.
Financial Performance
Historical Performance: Hypothetical; no historical data available.
Benchmark Comparison: Hypothetical; no benchmark data available.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
Hypothetical; trading volume would be zero as the ETF doesn't exist.
Bid-Ask Spread
Hypothetical; bid-ask spread cannot be determined.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards growth stocks would impact a hypothetical ELEV ETF.
Growth Trajectory
Hypothetical ETF; growth is non-existent.
Moat and Competitive Advantages
Competitive Edge
Since ELEV is hypothetical, it has no existing competitive edge. To be successful, it would require a unique investment strategy, significantly lower expense ratio, or superior management expertise compared to existing large-cap growth ETFs. The hypothetical ETF should also focus on a niche segment within the large-cap growth space to differentiate itself. Without a distinct advantage, attracting investors in a crowded market would be challenging.
Risk Analysis
Volatility
Hypothetical; volatility cannot be assessed.
Market Risk
A hypothetical ELEV ETF would be subject to market risk, particularly the risk associated with large-cap growth stocks, including valuation risk and sector concentration.
Investor Profile
Ideal Investor Profile
Hypothetically, a risk-tolerant investor seeking long-term capital appreciation and exposure to large-cap growth stocks.
Market Risk
Hypothetically best suited for long-term investors willing to accept market volatility.
Summary
Elevation Series Trust is hypothetical large cap growth ETF that does not yet exist. It would face intense competition from existing large-cap growth ETFs and would need a unique strategy to attract investors. Its success will heavily rely on its ability to outperform its benchmarks and maintain a reasonable expense ratio. The hypothetical ETF will need to establish a strong track record and build investor confidence to gain market share. As it stands right now, it does not exist, so it cannot be summarized beyond theoretical parameters.
Similar Companies
IWF
iShares Russell 1000 Growth ETF
IWF
iShares Russell 1000 Growth ETF
MGK
Vanguard Mega Cap Growth Index Fund ETF Shares
MGK
Vanguard Mega Cap Growth Index Fund ETF Shares
QQQ
Invesco QQQ Trust
QQQ
Invesco QQQ Trust
SCHG
Schwab U.S. Large-Cap Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
VUG
Vanguard Growth Index Fund ETF Shares
VUG
Vanguard Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Hypothetical analysis based on common ETF structures and market knowledge.
Disclaimers:
This analysis is based on a hypothetical ETF and should not be considered investment advice. Actual performance and characteristics may vary significantly if the ETF were to exist.
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 Elevation Series Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed ETF that seeks to achieve its investment objective by purchasing securities the Adviser, believes to have above-average financial characteristics, be undervalued and/or have growth potential, and by taking short positions in securities the Adviser believes will decline in price. Under normal circumstances, at least 80% of the fund"s net assets, plus borrowings for investment purposes, will be invested in equity securities, including common stocks and depositary receipts.
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