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Upturn AI SWOT - About
Series Portfolios Trust (CLOX)
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Upturn Advisory Summary
03/24/2025: CLOX (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
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 8.85% | Avg. Invested days 323 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/24/2025 |
Key Highlights
Volume (30-day avg) 121195 | Beta - | 52 Weeks Range 23.94 - 25.62 | Updated Date 03/27/2025 |
52 Weeks Range 23.94 - 25.62 | Updated Date 03/27/2025 |
Upturn AI SWOT
Series Portfolios Trust
ETF Overview
Overview
Series Portfolios Trust is a fund family offering a range of ETFs focused on various investment strategies and sectors. The specific focus, target sector, asset allocation, and investment strategy depend on the individual ETF within the trust.
Reputation and Reliability
The issuer's reputation and reliability can vary depending on the specific manager and administrator involved with each ETF within the Series Portfolios Trust.
Management Expertise
Management expertise varies depending on the sub-advisor chosen for each ETF. Generally, these firms are selected for their specific expertise in their respective investment areas.
Investment Objective
Goal
The primary investment goal varies by individual ETF within the Series Portfolios Trust, ranging from capital appreciation, income generation, or tracking a specific index or sector.
Investment Approach and Strategy
Strategy: The strategy employed depends entirely on the individual ETF. Some may track indexes, while others may use active management or factor-based approaches.
Composition Asset composition varies greatly depending on the ETF; holdings can include stocks, bonds, derivatives, or a mix of asset classes depending on the objectives of the ETF.
Market Position
Market Share: Market share is highly dependent on the specific ETF and sector focus within the Series Portfolios Trust.
Total Net Assets (AUM): Varies significantly by ETF. Need the individual ETF name to provide this data.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape is specific to the individual ETFs within the trust. Advantages and disadvantages vary based on sector, strategy, and AUM.
Financial Performance
Historical Performance: Historical performance varies significantly among the different ETFs within the Series Portfolios Trust. Data available on individual ETF fact sheets.
Benchmark Comparison: Benchmark comparison depends on the specific ETF and its tracking index. Data will vary for each ETF.
Expense Ratio: Varies by fund; refer to individual fund prospectuses.
Liquidity
Average Trading Volume
Average trading volume depends on the specific ETF and its popularity.
Bid-Ask Spread
Bid-ask spread depends on the trading volume and liquidity of each specific ETF.
Market Dynamics
Market Environment Factors
Market environment factors affecting the ETF's performance depend on the specific ETF and the assets in which it invests.
Growth Trajectory
Growth trends vary by ETF depending on asset class performance, market conditions, and investor demand.
Moat and Competitive Advantages
Competitive Edge
Series Portfolios Trust aims to offer innovative and targeted investment solutions that cater to specific investment objectives and risk tolerances. They also offer unique sector or strategy exposure. Their advantage is their ability to create and launch niche ETFs, catering to specific market segments. The firm may offer competitive fees or unique investment methodologies to attract investors. Some strategies are designed to outperform benchmarks, providing a competitive advantage.
Risk Analysis
Volatility
Volatility is dependent on the underlying assets of the specific ETF.
Market Risk
Market risk depends on the types of securities within the ETFs portfolio.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends entirely on the specific ETF within Series Portfolios Trust. It varies from risk-averse investors to high-risk tolerance.
Market Risk
Suitability depends on the individual ETF's objective and risk profile; it could be suitable for long-term investors, active traders, or passive index followers depending on the fund.
Summary
Series Portfolios Trust is a family of ETFs covering various investment strategies and asset classes. Each ETF's performance and risk profile are unique. Investors must understand the objectives and risks before investing. Analyzing individual fund prospectuses is critical to investment decisions. The Trust provides options suitable for diverse investors and financial goals.
Similar Companies
Sources and Disclaimers
Data Sources:
- ETF provider's website
- Fact sheets of specific funds
- Financial news sources
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Performance data is historical and not indicative of future results.
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 Series Portfolios 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 exchange-traded fund ("ETF") that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings made for investment purposes) in collateralized loan obligations ("CLOs") that are rated, at the time of purchase, AAA or an equivalent rating by a nationally recognized statistical rating organization ("NRSRO") (or, if unrated, securities deemed by the adviser to be of comparable quality). The fund is non-diversified.
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