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Upturn AI SWOT - About
Professionally Managed Portfolios (CAFX)
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Upturn Advisory Summary
04/01/2025: CAFX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type Stock | Historic Profit 1.51% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 78792 | Beta - | 52 Weeks Range 24.08 - 24.84 | Updated Date 02/26/2025 |
52 Weeks Range 24.08 - 24.84 | Updated Date 02/26/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Professionally Managed Portfolios
Company Overview
History and Background
The term 'Professionally Managed Portfolios' is a broad descriptor rather than a specific company with a single founding year and established history. It refers to various firms and individuals providing investment management services. Therefore, a historical narrative is not applicable in the same way it would be for a single corporate entity.
Core Business Areas
- Investment Management: Provision of investment advice and management services for individuals and institutions.
- Financial Planning: Offering comprehensive financial planning, including retirement, estate, and tax planning.
- Wealth Management: Providing integrated wealth management solutions tailored to high-net-worth individuals and families.
- Institutional Asset Management: Managing investment portfolios for pension funds, endowments, foundations, and other institutional clients.
Leadership and Structure
The leadership and organizational structure vary greatly depending on the specific firm offering professionally managed portfolios. Some are large, publicly traded companies with established executive teams and corporate hierarchies, while others are smaller, privately held partnerships or solo practices.
Top Products and Market Share
Key Offerings
- Equity Portfolios: Actively and passively managed equity portfolios focused on various market segments (e.g., large-cap, small-cap, international). Market share varies widely by manager. Competitors include Vanguard, BlackRock, State Street, Fidelity.
- Fixed Income Portfolios: Actively and passively managed fixed income portfolios with varying credit quality and duration. Market share varies widely by manager. Competitors include PIMCO, BlackRock, Vanguard, DoubleLine.
- Balanced Portfolios: Multi-asset portfolios combining equities, fixed income, and alternative investments. Market share varies widely by manager. Competitors include Vanguard, BlackRock, Schwab, Fidelity.
- Alternative Investments: Investments in hedge funds, private equity, real estate, and other non-traditional assets. Market share is highly fragmented. Competitors include Blackstone, KKR, Apollo, Carlyle.
Market Dynamics
Industry Overview
The asset management industry is experiencing growth driven by rising global wealth, aging populations requiring retirement income, and technological advancements. Increased regulation and fee pressure are significant challenges.
Positioning
Professionally managed portfolios are positioned to provide tailored investment solutions to meet specific client needs and objectives. Competitive advantages include expertise, track record, and personalized service.
Total Addressable Market (TAM)
The global AUM (Assets Under Management) TAM is estimated to be hundreds of trillions of dollars. The positioning relative to TAM is broad, with various managers focusing on different segments and client types.
Upturn SWOT Analysis
Strengths
- Expertise in investment management
- Established track record
- Personalized client service
- Diversified investment solutions
Weaknesses
- High fee structures
- Performance variability
- Lack of transparency
- Potential for conflicts of interest
Opportunities
- Growing demand for financial advice
- Technological advancements
- Expansion into new markets
- Development of innovative investment products
Threats
- Increased competition
- Regulatory changes
- Market volatility
- Economic downturns
Competitors and Market Share
Key Competitors
- BLK
- VGT
- IVV
- Fidelity (Private)
- Schwab (SCHW)
Competitive Landscape
The competitive landscape is intense, with large, established players and smaller boutique firms vying for market share. Factors such as investment performance, client service, and fees are key differentiators.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Historical growth is highly variable depending on the specific firm.
Future Projections: Future projections are highly variable depending on the specific firm.
Recent Initiatives: Recent initiatives are highly variable depending on the specific firm.
Summary
Professionally managed portfolios represent a large and diverse segment of the financial services industry. Success hinges on delivering consistent investment performance, providing excellent client service, and adapting to evolving market conditions. Challenges include increasing competition, regulatory scrutiny, and fee compression. The ability to innovate and leverage technology will be critical for future growth. Market share is dependent on the overall economic health of a country or region.
Similar Companies
BLK
BlackRock Inc
BLK
BlackRock Inc
GS
Goldman Sachs Group Inc
GS
Goldman Sachs Group Inc
IVV
iShares Core S&P 500 ETF
IVV
iShares Core S&P 500 ETF
MS
Morgan Stanley
MS
Morgan Stanley
SCHW
Charles Schwab Corp
SCHW
Charles Schwab Corp
VGT
Vanguard Information Technology Index Fund ETF Shares
VGT
Vanguard Information Technology Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Websites
- Industry Reports
- Analyst Estimates
- Publicly Available Data
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share estimates are approximate and may vary depending on the source. Financial performance data is not available for 'Professionally Managed Portfolios' as a single entity and requires researching for a specific company providing services
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 Professionally Managed Portfolios
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date 2024-09-10 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund principally invests in U.S.-dollar denominated, investment-grade securities and seeks to typically maintain a dollar-weighted average portfolio maturity of zero to ten years and are rated at time of issuance in the top four rating categories of a Nationally Recognized Statistical Rating Organization, or unrated and deemed to be of comparable quality by the Adviser.
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