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GENM
Upturn stock ratingUpturn stock rating

Spinnaker ETF Series (GENM)

Upturn stock ratingUpturn stock rating
$10.14
Delayed price
Profit since last BUY-0.1%
upturn advisory
SELL
SELL since 4 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

04/01/2025: GENM (1-star) is a SELL. SELL since 4 days. Profits (-0.10%). Updated daily EoD!

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit -1.09%
Avg. Invested days 27
Today’s Advisory SELL
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

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

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Spinnaker ETF Series

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.

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