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Spinnaker ETF Series (GENM)



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Upturn Advisory Summary
04/01/2025: GENM (1-star) is a SELL. SELL since 4 days. Profits (-0.10%). Updated daily EoD!
Analysis of Past Performance
Type ETF | Historic Profit -1.09% | Avg. Invested days 27 | Today’s Advisory SELL |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 7566 | Beta - | 52 Weeks Range 9.78 - 10.20 | Updated Date 04/1/2025 |
52 Weeks Range 9.78 - 10.20 | Updated Date 04/1/2025 |
Upturn AI SWOT
Spinnaker ETF Series
ETF Overview
Overview
The Spinnaker ETF Series offers a range of passively and actively managed ETFs focusing on various investment strategies and asset classes. The ETFs aim to provide investors with diversified exposure to specific market segments.
Reputation and Reliability
The reputation and reliability of the issuer depends on the specific fund within the series. Further research is required on each individual fund and the credibility of the underlying management team.
Management Expertise
Management expertise varies among funds within the series. It's crucial to evaluate the specific fund's management team and their experience in the relevant asset class.
Investment Objective
Goal
The primary investment goal varies by ETF within the Spinnaker ETF Series, ranging from capital appreciation to income generation and tactical asset allocation.
Investment Approach and Strategy
Strategy: The ETFs may track specific indices, employ active management strategies, or focus on sector-specific investments.
Composition The ETF holdings vary widely, including stocks, bonds, and other assets, depending on the fund's specific strategy.
Market Position
Market Share: Market share varies significantly depending on the specific ETF within the Spinnaker ETF Series and its target market segment. Data will only be available on the underlying fund.
Total Net Assets (AUM): Data will only be available on the underlying fund.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape depends on the specific ETF within the Spinnaker ETF Series. Advantages and disadvantages would need to be assessed on a fund-by-fund basis, considering factors like expense ratios, tracking error (for index funds), and performance relative to peers (for actively managed funds).
Financial Performance
Historical Performance: Historical performance data is unavailable and is unique to the underlyling fund.
Benchmark Comparison: Benchmark Comparison data is unavailable and is unique to the underlyling fund.
Expense Ratio: Expense Ratio data is unavailable and is unique to the underlyling fund.
Liquidity
Average Trading Volume
The average trading volume will vary depending on the specific fund within the series; high volumes suggest greater ease of trading.
Bid-Ask Spread
The bid-ask spread will vary, but a narrow spread generally indicates lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions influence the performance of individual ETFs within the series.
Growth Trajectory
Growth trends depend on the specific ETF and the asset class or strategy it targets.
Moat and Competitive Advantages
Competitive Edge
The competitive advantages depend on the specific ETF. Some funds may offer unique investment strategies, superior management expertise, or focus on niche market segments. The key is to research each specific fund and how the investment strategy is better, or more unique, than existing ETFs. A low cost expense ratio can also give a competitive advantage.
Risk Analysis
Volatility
Volatility will vary depending on the specific ETF and its underlying assets. Historical volatility data should be analyzed for each fund.
Market Risk
Market risks depend on the specific investments held by each ETF, including sector-specific risks and broader economic risks.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific fund, ranging from those seeking capital appreciation to those seeking income or tactical asset allocation strategies.
Market Risk
Suitability varies depending on the specific ETF. Some funds may be suitable for long-term investors, while others are more appropriate for active traders.
Summary
The Spinnaker ETF Series offers a diverse range of ETFs catering to various investment objectives and risk tolerances. Analyzing each fund's specific strategy, performance, and fees is essential before investing. Depending on the chosen investment strategy, investor must be careful of factors such as sector-specific risks and broader economic risks. Due to the wide array of ETFs offered within the Spinnaker ETF Series, it is important to approach these ETFs on a fund-by-fund basis and conduct thorough research into each fund's strategy, performance and fees. With this information, investors will be able to assess the fund's potential as a long-term investment.
Similar Companies
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheets (if available)
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute investment advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor.
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 Spinnaker ETF Series
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
Under normal market conditions, the fund invests at least 80% of its net assets in a diversified portfolio of municipal obligations, the interest on which is exempt from regular federal income tax. The fund normally invests in municipal obligations rated A or higher by S&P Global Ratings, Fitch Ratings or Moody"s Investors Service, Inc. or, if unrated, determined by the Subadvisor to be of comparable quality at the time of purchase.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.