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Upturn AI SWOT - About
EA Series Trust (ECML)
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Upturn Advisory Summary
04/01/2025: ECML (1-star) is currently NOT-A-BUY. Pass it for now.
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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -2.3% | Avg. Invested days 48 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 2494 | Beta - | 52 Weeks Range 29.69 - 35.90 | Updated Date 04/1/2025 |
52 Weeks Range 29.69 - 35.90 | Updated Date 04/1/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
EA Series Trust is a collective investment vehicle that typically pools assets to invest in a diversified portfolio of securities. The specific focus, target sector, asset allocation, and investment strategy would vary depending on the individual ETF within the EA Series Trust.
Reputation and Reliability
The issuer's reputation depends on their history, compliance record, and investor trust. Further details are needed for a complete assessment.
Management Expertise
Management expertise depends on the team's experience in asset management, investment strategy, and market knowledge. Further details are needed for a complete assessment.
Investment Objective
Goal
The primary investment goal of an ETF within EA Series Trust is to provide investors with exposure to a specific market segment, asset class, or investment strategy.
Investment Approach and Strategy
Strategy: The investment approach and strategy depend on the particular ETF. Some may track a specific index, while others may actively manage their portfolios.
Composition The assets held depend on the ETF's investment strategy and can include stocks, bonds, commodities, or a mix of these and other assets.
Market Position
Market Share: Further information about the specific EA Series Trust ETF is needed to determine market share.
Total Net Assets (AUM): Further information about the specific EA Series Trust ETF is needed to determine AUM.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape depends on the specific sector or market that the EA Series Trust ETF targets. Advantages and disadvantages are specific to each ETF's strategy.
Financial Performance
Historical Performance: Historical performance data would be specific to the EA Series Trust ETF and require additional data.
Benchmark Comparison: Benchmark comparison would be specific to the EA Series Trust ETF and require additional data.
Expense Ratio: Expense ratio would be specific to the EA Series Trust ETF and require additional data.
Liquidity
Average Trading Volume
Average trading volume depends on the specific EA Series Trust ETF and is unavailable without ticker symbol or ETF name.
Bid-Ask Spread
Bid-ask spread depends on the specific EA Series Trust ETF and is unavailable without ticker symbol or ETF name.
Market Dynamics
Market Environment Factors
Market environment factors depend on the specific investments of each EA Series Trust ETF, influenced by economic indicators, sector growth, and market conditions.
Growth Trajectory
Growth trends and patterns depend on the specific ETF's strategy, holdings, and market conditions.
Moat and Competitive Advantages
Competitive Edge
The competitive advantages depend on the specific ETF within EA Series Trust, whether through unique strategies, superior management, or a niche focus. Without specific ETF information, competitive advantages cannot be listed. These advantages can significantly enhance returns, attract investors, and establish a leading position. A unique and effective strategy helps sets the ETF apart and allows it to perform even in competitive market conditions.
Risk Analysis
Volatility
Volatility depends on the specific ETF's holdings and market conditions.
Market Risk
Market risks depend on the underlying assets and the specific EA Series Trust ETF's investment strategy.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific EA Series Trust ETF and its investment objectives. Generally suited for investors seeking diversified exposure to a particular asset class or strategy.
Market Risk
Suitability depends on the investor's risk tolerance, investment goals, and time horizon and the particular ETF's strategy. EA Series Trust may cater to long-term investors, active traders, or passive index followers depending on the ETF's design.
Summary
EA Series Trust offers a range of ETFs designed to provide investors with exposure to various asset classes and investment strategies. Each ETF within the series has its own investment objective, risk profile, and suitability for different types of investors. The trust's performance is dependent on market conditions, the underlying assets of each ETF, and the management's investment decisions. Investors should carefully review the prospectus and consider their own investment goals and risk tolerance before investing. Further information is required to provide specific details.
Similar Companies
Sources and Disclaimers
Data Sources:
- SEC.gov
- Issuer's website
- Financial news sources
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.
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 EA 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 exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing in U.S. equity securities that the sub-adviser believes are under-valued and under-appreciated by the market. The sub-adviser employs a quantitative and systematic approach to long-term investing. It is expected that the fund will generally hold 60 to 70 stocks that are selected from a universe that includes all publicly traded stocks listed on the New York Stock Exchange ("NYSE") and the Nasdaq Market ("Nasdaq").
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