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Upturn AI SWOT - About
Series Portfolios Trust (SCAP)
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Upturn Advisory Summary
04/01/2025: SCAP (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
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 -7% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 2560 | Beta - | 52 Weeks Range 29.29 - 37.77 | Updated Date 04/1/2025 |
52 Weeks Range 29.29 - 37.77 | Updated Date 04/1/2025 |
Upturn AI SWOT
Series Portfolios Trust
ETF Overview
Overview
Series Portfolios Trust is a fund family offering various ETFs, often focusing on specific sectors or investment strategies. Details vary widely by fund, but generally aim for targeted exposure.
Reputation and Reliability
Reputation varies depending on the specific fund and its performance. General assessment depends on the investment management firm's historical performance.
Management Expertise
Expertise varies depending on the specific fund management team. Research the team associated with each specific ETF.
Investment Objective
Goal
Varies depending on the specific ETF within the Series Portfolios Trust family. Could include capital appreciation, income generation, or tracking a specific index.
Investment Approach and Strategy
Strategy: Varies significantly across different ETFs. Some aim to track specific indexes, while others pursue active management within defined sectors or themes.
Composition Varies greatly. ETFs may hold stocks, bonds, or other assets, depending on their specific investment strategy.
Market Position
Market Share: Varies depending on the specific fund.
Total Net Assets (AUM): Varies depending on the specific fund.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape is highly dependent on the specific ETF. Advantages could include a focused investment strategy. Disadvantages might be higher expense ratios or underperformance compared to broader market indices.
Financial Performance
Historical Performance: Performance data depends on the specific ETF and its inception date. Data must be collected from sources for each specific ETF.
Benchmark Comparison: Benchmark comparison depends on the specific ETF. Comparison data must be collected from sources for each specific ETF.
Expense Ratio: Varies depending on the specific fund.
Liquidity
Average Trading Volume
Average trading volume varies significantly across different ETFs within the series and should be reviewed for the specific ETF of interest.
Bid-Ask Spread
The bid-ask spread also varies based on the specific ETF, and should be researched at the time of trading.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific growth prospects, and overall market conditions all influence the performance of Series Portfolios Trust's ETFs.
Growth Trajectory
Growth trends depend on the specific ETF, its investment strategy, and market conditions. Changes to strategy and holdings are disclosed in fund prospectuses and reports.
Moat and Competitive Advantages
Competitive Edge
Competitive advantages for Series Portfolios Trust ETFs depend on the specific fund. This may involve unique investment strategies, specialized sector focus, or active management expertise. These advantages help the funds to stand out amidst intense competition and offer the investors a specific exposure to a particular market. However, it's essential to conduct due diligence on each ETF's prospectus and assess any unique value proposition the fund presents.
Risk Analysis
Volatility
Volatility depends on the specific ETF and its underlying assets. Risk analysis should be tailored to each specific ETF.
Market Risk
Market risk depends on the specific ETF's holdings and the sectors or asset classes in which it invests.
Investor Profile
Ideal Investor Profile
The ideal investor depends on the specific ETF's objective and risk profile. Some ETFs may be suitable for long-term investors, while others are better for active traders.
Market Risk
Suitability depends on the specific ETF. Some may be best for long-term investors seeking passive index exposure, while others suit active traders seeking specific sector exposure.
Summary
Series Portfolios Trust offers a range of ETFs with varying investment objectives, risk profiles, and asset compositions. Each ETF must be evaluated individually to determine its suitability for a specific investor's needs. Factors to consider include the fund's expense ratio, historical performance, liquidity, and investment strategy. The growth trajectory of these ETFs varies based on specific market conditions and sector prospects. Investors must conduct thorough due diligence before investing in any ETF within the Series Portfolios Trust family.
Similar Companies
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Yahoo Finance
- Fund Prospectus
- Company Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Past performance is 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, under normal conditions, invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of small-capitalization companies. It defines small-capitalization companies as those companies with a market capitalization, at the time of initial investment, that is within or below the range of companies in the Russell 2000® Index.
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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.