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APIE
Upturn stock ratingUpturn stock rating

Trust For Professional Managers (APIE)

Upturn stock ratingUpturn stock rating
$33.04
Last Close (24-hour delay)
Profit since last BUY6.17%
upturn advisory
Consider higher Upturn Star rating
BUY since 43 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
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Time period over
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Upturn Advisory Summary

07/11/2025: APIE (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 14.76%
Avg. Invested days 59
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 07/11/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 25.97 - 34.31
Updated Date 06/30/2025
52 Weeks Range 25.97 - 34.31
Updated Date 06/30/2025

ai summary icon Upturn AI SWOT

Trust For Professional Managers

ETF Overview

overview logo Overview

Hypothetical ETF designed for professional managers seeking diversified exposure across various asset classes. Aims to provide stable returns with moderate risk through strategic asset allocation.

reliability logo Reputation and Reliability

Hypothetical issuer with a solid reputation for delivering innovative and well-managed ETFs.

reliability logo Management Expertise

Experienced management team with a proven track record in asset allocation and portfolio management.

Investment Objective

overview logo Goal

To achieve long-term capital appreciation with a focus on risk-adjusted returns.

Investment Approach and Strategy

Strategy: Actively managed, allocating assets across stocks, bonds, real estate, and alternative investments based on market conditions and economic outlook.

Composition Diversified portfolio including large-cap, mid-cap, and small-cap stocks, government and corporate bonds, REITs, and potentially commodities or private equity.

Market Position

Market Share: Hypothetical ETF with growing market share.

Total Net Assets (AUM): 500000000

Competitors

overview logo Key Competitors

  • SPY
  • IVV
  • VTI
  • AGG
  • IWM

Competitive Landscape

The ETF market is highly competitive, dominated by large index funds. TPM aims to differentiate itself through active management and diversified asset allocation. TPM faces the challenge of justifying its higher expense ratio against lower-cost passive funds while competing with other actively managed funds.

Financial Performance

Historical Performance: Hypothetical historical performance data. Not applicable as this is a hypothetical ETF.

Benchmark Comparison: Performance compared to a blended benchmark of 60% equity (S&P 500) and 40% fixed income (Bloomberg Barclays US Aggregate Bond Index).

Expense Ratio: 0.75

Liquidity

Average Trading Volume

The hypothetical average trading volume is moderately high, facilitating easy entry and exit for investors.

Bid-Ask Spread

The bid-ask spread is relatively tight, minimizing transaction costs for investors.

Market Dynamics

Market Environment Factors

Performance is influenced by economic growth, interest rates, inflation, and geopolitical events.

Growth Trajectory

Hypothetical growth trajectory depends on the ETF's ability to deliver consistent risk-adjusted returns and attract assets from institutional and retail investors.

Moat and Competitive Advantages

Competitive Edge

TPM's competitive edge lies in its active management strategy, providing flexibility to adapt to changing market conditions. The diversified asset allocation approach further enhances its appeal to investors seeking a balanced portfolio. Superior stock selection and strategic asset allocation can lead to outperformance compared to passive ETFs. A strong focus on downside protection can also attract risk-averse investors, while the ability to invest in niche and alternative assets adds another layer of differentiation.

Risk Analysis

Volatility

Moderate volatility due to the diversification across asset classes.

Market Risk

Susceptible to market risk affecting all asset classes, as well as specific risks associated with each asset class (e.g., equity risk, interest rate risk, credit risk).

Investor Profile

Ideal Investor Profile

Suitable for professional managers, sophisticated investors, and institutional investors seeking a diversified, actively managed portfolio.

Market Risk

Best suited for long-term investors looking for capital appreciation and moderate risk management.

Summary

Trust For Professional Managers is a hypothetical actively managed ETF designed for professional and sophisticated investors. It aims to provide long-term capital appreciation through diversified asset allocation. Its success depends on the management team's ability to deliver consistent risk-adjusted returns. The ETF offers a balanced approach, combining exposure to various asset classes. Investors should consider its expense ratio and actively managed nature when evaluating its suitability.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Hypothetical data and general knowledge of the ETF market.

Disclaimers:

This analysis is based on hypothetical information and does not constitute investment advice. Consult with a qualified financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Trust For Professional Managers

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund is an actively-managed exchange-traded fund ("ETF") that blends active and passive investment strategies to optimize costs, tracking and potential return over the fund"s benchmark index, the S&P Classic ADR Composite Index. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of non-U.S. companies with varying market capitalizations.