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Upturn AI SWOT - About
Guinness Atkinson Funds (SOLR)
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Upturn Advisory Summary
04/04/2025: SOLR (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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit -36.66% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.34 | 52 Weeks Range 20.69 - 29.41 | Updated Date 06/29/2025 |
52 Weeks Range 20.69 - 29.41 | Updated Date 06/29/2025 |
Upturn AI SWOT
Guinness Atkinson Funds
ETF Overview
Overview
Guinness Atkinson Funds offers specialized ETFs focusing on distinct investment themes. They target specific sectors and geographies, employing active management strategies to generate potentially higher returns.
Reputation and Reliability
Guinness Atkinson Funds is a smaller fund family known for its thematic and specialized investment strategies. Their reputation is built on their focused approach and active management style.
Management Expertise
The management team consists of experienced professionals with expertise in the specific sectors and geographies targeted by their funds.
Investment Objective
Goal
The primary goal varies by ETF, but generally aims to achieve capital appreciation by investing in specific sectors or regions with growth potential.
Investment Approach and Strategy
Strategy: Actively managed, thematic ETFs focusing on specific sectors or geographies.
Composition Primarily stocks within the targeted sector or region, with potential for some allocation to cash or other asset classes.
Market Position
Market Share: Guinness Atkinson Funds ETFs typically hold a smaller market share compared to broader market ETFs.
Total Net Assets (AUM): Varies significantly depending on the specific ETF. [10000000, 50000000, 20000000]
Competitors
Key Competitors
- TAN
- ICLN
- SMH
Competitive Landscape
The ETF industry is highly competitive. Guinness Atkinson Funds competes with larger ETF providers offering similar thematic or sector-specific exposures. Advantages may include a more focused or actively managed approach. Disadvantages include a smaller AUM and potentially higher expense ratios.
Financial Performance
Historical Performance: Historical performance varies significantly depending on the specific ETF and the performance of its targeted sector or region. [5, 10, 15]
Benchmark Comparison: Performance should be compared to relevant sector or regional benchmarks to assess its effectiveness. [0.9, 1.1, 1.05]
Expense Ratio: Expense ratios vary but are generally higher than broad market index ETFs due to the active management and thematic focus. [0.50, 0.75, 0.65]
Liquidity
Average Trading Volume
Liquidity varies based on the specific ETF, some may exhibit lower trading volumes than more widely held ETFs.
Bid-Ask Spread
Bid-ask spreads can be wider than those of more liquid ETFs, especially for less popular funds.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific growth prospects, and overall market conditions influence the performance of Guinness Atkinson Funds. Interest rate changes can affect investment value.
Growth Trajectory
Growth depends on the specific sector or region targeted, changes in strategy, and market demand. Investment holdings may change over time to rebalance strategy.
Moat and Competitive Advantages
Competitive Edge
Guinness Atkinson Funds differentiates itself through thematic investment strategies and active management. Their targeted approach allows investors to gain exposure to specific sectors or regions with potentially higher growth. However, this strategy can also lead to increased volatility and risk. Their active management seeks to identify and capitalize on market opportunities within their chosen themes.
Risk Analysis
Volatility
Volatility varies significantly depending on the specific ETF and its underlying holdings. [10, 15, 20]
Market Risk
Market risk is tied to the performance of the specific sector or region targeted. Specific regions or business sector may be tied to specific market risks.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to specific sectors or regions with growth potential, and those comfortable with active management and potentially higher volatility.
Market Risk
Suitable for investors seeking sector-specific exposure as part of a diversified portfolio. Best suited for long-term investors who can withstand market fluctuations.
Summary
Guinness Atkinson Funds offers specialized ETFs focusing on niche sectors and regions. Their active management seeks to deliver higher returns, but this also comes with increased risk. The performance of these ETFs is closely tied to the dynamics of their target markets. Investors should carefully consider their risk tolerance and investment objectives before investing in these funds.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Fact Sheets
Disclaimers:
This information is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment decisions should be made based on individual circumstances and consultation with a financial professional.
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 Guinness Atkinson Funds
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests, under normal conditions, at least 80% of its net assets in publicly-traded equity securities of sustainable energy companies (both U.S. and non-U.S.). It will invest in companies that the adviser considers to be "Sustainable Energy" companies, which are companies that, in the adviser"s view, generate, produce or provide alternative or renewable sources of energy, or that produce, generate, transport, or deliver energy or energy applications in a way that makes alternative or renewable energy more efficient or accessible or reduces the use of environmentally depletive energy resources.
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