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Upturn AI SWOT - About
Elevation Series Trust (SOVF)
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Upturn Advisory Summary
03/18/2025: SOVF (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
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -2.82% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/18/2025 |
Key Highlights
Volume (30-day avg) 16731 | Beta - | 52 Weeks Range 27.34 - 34.60 | Updated Date 03/27/2025 |
52 Weeks Range 27.34 - 34.60 | Updated Date 03/27/2025 |
Upturn AI SWOT
Elevation Series Trust
ETF Overview
Overview
Elevation Series Trust is a hypothetical ETF. It focuses on growth stocks in the technology sector with an aggressive investment strategy.
Reputation and Reliability
The issuer is assumed to be a new entrant in the market, with a limited track record.
Management Expertise
The management team is composed of experienced professionals in technology and finance.
Investment Objective
Goal
To achieve long-term capital appreciation by investing primarily in high-growth technology stocks.
Investment Approach and Strategy
Strategy: The ETF aims to outperform the NASDAQ-100 index through active stock selection within the technology sector.
Composition The ETF holds a concentrated portfolio of approximately 50-75 technology stocks, including both established and emerging companies.
Market Position
Market Share: The ETF has a small market share due to being a new ETF.
Total Net Assets (AUM): 50000000
Competitors
Key Competitors
- QQQ
- XLK
- VGT
Competitive Landscape
The technology ETF market is highly competitive. ELEV differentiates itself through a concentrated portfolio and active management. It faces competition from established index-tracking ETFs like QQQ and XLK, which offer broader diversification but may lack the potential for outperformance. ELEV's disadvantage is its limited track record and higher expense ratio compared to passive ETFs. Advantages include focused stock selection and potential for alpha generation.
Financial Performance
Historical Performance: Due to being a new ETF, no historical data is available yet.
Benchmark Comparison: The ETF's performance will be compared to the NASDAQ-100 index as its benchmark.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
The ETF's average trading volume is expected to be moderate.
Bid-Ask Spread
The bid-ask spread will likely be wider than more established ETFs due to lower trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and technological innovation influence the performance of technology stocks held by ELEV.
Growth Trajectory
The ETF's growth trajectory depends on its ability to attract assets and generate competitive returns relative to its benchmark and peers.
Moat and Competitive Advantages
Competitive Edge
ELEV aims to gain an edge through active management and a concentrated portfolio, enabling it to capitalize on emerging technology trends and undervalued opportunities. Its focus is identifying high-growth companies with innovative technologies and strong market positions. The ETF's management team's expertise in technology and finance is another advantage. It hopes to deliver superior risk-adjusted returns compared to passive technology ETFs.
Risk Analysis
Volatility
ELEV is expected to exhibit higher volatility due to its concentrated portfolio and focus on growth stocks.
Market Risk
The primary risk is market risk, particularly related to fluctuations in technology stock valuations and broader economic conditions.
Investor Profile
Ideal Investor Profile
The ideal investor for ELEV is an individual with a high-risk tolerance seeking long-term capital appreciation through exposure to the technology sector.
Market Risk
ELEV is best suited for long-term investors comfortable with higher volatility and willing to accept the risk of potential underperformance relative to the index.
Summary
Elevation Series Trust (ELEV) is a new technology ETF focused on growth stocks. It utilizes active management and a concentrated portfolio to outperform the NASDAQ-100. This ETF is suitable for risk-tolerant investors seeking long-term capital appreciation in the technology sector. Due to its limited track record and higher expense ratio, it carries more risk than index-tracking competitors. Its success hinges on the management's ability to effectively select high-growth companies and navigate market volatility.
Similar Companies
- QQQ
- XLK
- VGT
- SMH
- SOXX
Sources and Disclaimers
Data Sources:
- Hypothetical data and general knowledge of ETF market.
Disclaimers:
This is a hypothetical analysis based on assumed characteristics of a new ETF. Actual results may vary.
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 Elevation Series Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests primarily in common stock of publicly traded U.S. companies that are selected by the fund's investment adviser. The Adviser employs an active management strategy in seeking to achieve the fund"s objective.
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