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Upturn AI SWOT - About
Alpha Blue Capital US Small-Mid Cap Dynamic ETF (ABCS)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
06/27/2025: ABCS (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.
Number of Analysts
0 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Year Target Price $0
Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type ETF | Historic Profit -11.78% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.92 - 30.52 | Updated Date 06/30/2025 |
52 Weeks Range 23.92 - 30.52 | Updated Date 06/30/2025 |
Upturn AI SWOT
Alpha Blue Capital US Small-Mid Cap Dynamic ETF
ETF Overview
Overview
The Alpha Blue Capital US Small-Mid Cap Dynamic ETF focuses on providing capital appreciation by investing in a diversified portfolio of US small- and mid-capitalization companies, utilizing a dynamic investment strategy that actively adjusts its holdings based on market conditions and analysis.
Reputation and Reliability
Information about Alpha Blue Capital's reputation and reliability is limited, as it is a relatively newer and smaller ETF issuer.
Management Expertise
Information on the specific management team's expertise for this particular ETF is not readily available, requiring deeper due diligence.
Investment Objective
Goal
The primary investment goal is capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy that dynamically adjusts its holdings within the US small- and mid-cap market.
Composition The ETF primarily holds stocks of US small- and mid-capitalization companies.
Market Position
Market Share: Data on the specific market share of this ETF is not readily available due to its relatively small size and niche focus.
Total Net Assets (AUM): Data on Total Net Assets (AUM) are not readily available.
Competitors
Key Competitors
- IWM
- IJH
- XJH
- SCHA
- VIOO
Competitive Landscape
The ETF industry is highly competitive, with major players dominating the market share. Alpha Blue Capital's ETF faces the challenge of competing against established ETFs with larger AUM and higher trading volumes. Advantages could include unique stock-picking strategies, while disadvantages include lower liquidity and potentially higher expense ratios compared to larger competitors.
Financial Performance
Historical Performance: Historical performance data is not readily available, given this ETF's relative newness.
Benchmark Comparison: A benchmark comparison is unavailable without specific historical performance data.
Expense Ratio: The expense ratio is not readily available, requiring further research.
Liquidity
Average Trading Volume
The average trading volume for this ETF is expected to be lower than more established ETFs, reflecting its smaller size.
Bid-Ask Spread
The bid-ask spread is likely to be wider than that of more liquid ETFs, potentially increasing the cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators impacting small- and mid-cap companies, sector growth, and overall market sentiment all influence the ETF's performance.
Growth Trajectory
Growth trends will depend on the ETF's ability to effectively execute its dynamic strategy and attract investment, with potential adjustments to holdings based on market analysis.
Moat and Competitive Advantages
Competitive Edge
Without more specific data, it is difficult to assess its competitive edge. The ETF's dynamic investment strategy, if successful, could provide an advantage over passively managed funds. Actively managed funds are subject to the risk of underperformance as well. The active management style may also lead to higher expenses to the investor.
Risk Analysis
Volatility
Volatility is likely to be consistent with the small- and mid-cap market segment.
Market Risk
The ETF is subject to market risk associated with fluctuations in the value of small- and mid-cap stocks, as well as risks related to the active management strategy.
Investor Profile
Ideal Investor Profile
The ideal investor is one who is seeking capital appreciation through exposure to US small- and mid-cap stocks and is comfortable with the risks associated with active management.
Market Risk
The ETF may be suitable for long-term investors seeking growth, but its active nature may also appeal to some active traders, assuming they are comfortable with the cost of trading.
Summary
The Alpha Blue Capital US Small-Mid Cap Dynamic ETF aims to provide capital appreciation by investing in US small- and mid-cap stocks using a dynamic, actively managed strategy. As a relatively new and smaller ETF, it faces competition from established players with larger AUM and higher trading volumes. The success of the ETF will depend on the effectiveness of its investment strategy and its ability to attract and retain investors. Investors should be aware of the risks associated with active management and the volatility of the small- and mid-cap market segment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investors should conduct their own due diligence before making any 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 Alpha Blue Capital US Small-Mid Cap Dynamic ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 80% of the fund"s net assets, plus borrowings for investment purposes, will be invested in a blend of domestic equity securities of small- and mid- capitalization companies and ETFs that provide broad exposure to domestic equity securities of small- and mid- capitalization companies. It is non-diversified.
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.