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Upturn AI SWOT - About
Pinnacle Focused Opportunities ETF (FCUS)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/01/2025: FCUS (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
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 3.57% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 16674 | Beta - | 52 Weeks Range 21.25 - 34.47 | Updated Date 04/1/2025 |
52 Weeks Range 21.25 - 34.47 | Updated Date 04/1/2025 |
Upturn AI SWOT
Pinnacle Focused Opportunities ETF
ETF Overview
Overview
The Pinnacle Focused Opportunities ETF is an actively managed ETF focused on identifying and investing in high-conviction opportunities across various sectors and market capitalizations, aiming for long-term capital appreciation.
Reputation and Reliability
Information on the issuer's reputation and reliability is unavailable.
Management Expertise
Information on the management team's expertise is unavailable.
Investment Objective
Goal
The primary investment goal is long-term capital appreciation through focused investments.
Investment Approach and Strategy
Strategy: The ETF employs an active management approach, selecting stocks based on fundamental research and identifying high-conviction investment opportunities.
Composition The ETF primarily holds a concentrated portfolio of common stocks.
Market Position
Market Share: Market share data for the Pinnacle Focused Opportunities ETF is unavailable.
Total Net Assets (AUM):
Competitors
Key Competitors
Competitive Landscape
The competitive landscape involves numerous actively managed ETFs. Advantages could include unique stock selection methodology. Disadvantages include higher expense ratios compared to passively managed funds.
Financial Performance
Historical Performance: Historical performance data is unavailable.
Benchmark Comparison: Benchmark comparison data is unavailable.
Expense Ratio:
Liquidity
Average Trading Volume
Average trading volume data is unavailable.
Bid-Ask Spread
Bid-ask spread data is unavailable.
Market Dynamics
Market Environment Factors
The ETF's performance is affected by overall market conditions, economic growth, and sector-specific trends.
Growth Trajectory
Growth trends are unavailable at this time.
Moat and Competitive Advantages
Competitive Edge
Competitive advantages may include a unique stock selection process, a highly skilled management team and a focus on high-conviction ideas. The concentrated nature of the portfolio distinguishes the ETF from more diversified alternatives. Successful stock picking will be essential for outperformance. The ETF will benefit from its smaller size, which allow greater flexibility.
Risk Analysis
Volatility
Volatility data is unavailable.
Market Risk
Market risk arises from fluctuations in the overall stock market. Specific risks include the concentrated nature of the portfolio, which can increase volatility.
Investor Profile
Ideal Investor Profile
The ideal investor profile is someone seeking long-term capital appreciation and comfortable with a concentrated, actively managed portfolio.
Market Risk
The ETF is best suited for long-term investors.
Summary
The Pinnacle Focused Opportunities ETF is an actively managed ETF that seeks long-term capital appreciation. It concentrates its holdings in a smaller number of high-conviction stocks. Data regarding market share, AUM, trading volume, and bid-ask spread are unavailable. The ETF targets long-term investors seeking focused exposure to potential growth opportunities.
Similar Companies
Sources and Disclaimers
Data Sources:
Disclaimers:
The data and analysis provided are based on limited information and may not be comprehensive. Investors should conduct their own research 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 Pinnacle Focused Opportunities ETF
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 primarily by investing in a focused portfolio of U.S. equity securities. The fund's manager manages its portfolio based on its proprietary model. The fund"s portfolio excludes certain equity securities, such as limited partnerships, closed-end investment companies, and warrants. It is non-diversified.
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