Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
EA Series Trust (STRV)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: STRV (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
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 26.77% | Avg. Invested days 58 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 104906 | Beta - | 52 Weeks Range 31.36 - 39.54 | Updated Date 04/2/2025 |
52 Weeks Range 31.36 - 39.54 | Updated Date 04/2/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
The ETF EA Series Trust is a hypothetical ETF focusing on providing exposure to a specific sector or investment strategy. Details on its target sector, asset allocation, and investment strategy are required for a full profile.
Reputation and Reliability
Information regarding the issuer's reputation, history, and reliability is needed to provide an accurate assessment.
Management Expertise
Specifics about the management team's experience, expertise, and track record are necessary for a comprehensive review.
Investment Objective
Goal
The investment goal for EA Series Trust needs to be defined (e.g., capital appreciation, income generation, or a combination of both).
Investment Approach and Strategy
Strategy: The strategy (e.g., index tracking, active management) employed by EA Series Trust requires clarification.
Composition Information about the asset composition of EA Series Trust (e.g., stocks, bonds, commodities) is necessary.
Market Position
Market Share: Market share data for EA Series Trust is not available without a defined market segment.
Total Net Assets (AUM): AUM is not available for this hypothetical ETF. It is required for the analysis
Competitors
Key Competitors
Competitive Landscape
Without a defined market and specifics of EA Series Trust, the competitive landscape and its advantages/disadvantages cannot be accurately described.
Financial Performance
Historical Performance: Historical performance data for EA Series Trust is not available as it's a hypothetical ETF.
Benchmark Comparison: A benchmark comparison is not possible without defined investment objectives and holdings.
Expense Ratio: The expense ratio for EA Series Trust is currently unknown.
Liquidity
Average Trading Volume
Average trading volume cannot be determined without the ETF's launch and trading history.
Bid-Ask Spread
The bid-ask spread is not available without the ETF's existence and real-time market data.
Market Dynamics
Market Environment Factors
Economic indicators and market conditions affecting EA Series Trust are undefined without a specific focus.
Growth Trajectory
Growth trends and patterns are unavailable for a hypothetical ETF.
Moat and Competitive Advantages
Competitive Edge
Competitive advantages of EA Series Trust cannot be assessed without knowing its investment strategy and unique selling propositions.
Risk Analysis
Volatility
Historical volatility cannot be assessed as the ETF is hypothetical.
Market Risk
Specific risks associated with EA Series Trust's underlying assets are unknown without asset details.
Investor Profile
Ideal Investor Profile
The ideal investor profile for EA Series Trust cannot be determined without knowing its investment objectives and risk profile.
Market Risk
Suitability for different types of investors cannot be assessed without the ETF's details.
Summary
A comprehensive summary of EA Series Trust is not possible as it requires more information regarding its investment objectives, strategy, asset composition, and market positioning.
Similar Companies
Sources and Disclaimers
Data Sources:
Disclaimers:
This analysis is based on limited information and is for illustrative purposes only. Consult a financial advisor before making investment decisions.
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 EA Series Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, substantially all of the fund"s total assets (exclusive of collateral held from securities lending) will be invested in the component securities of the index. The Sub-Adviser expects that, over time, the correlation between the fund"s performance and that of the index, before fees and expenses, will be 95% or higher.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
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.