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Trust For Professional Managers (APIE)



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Upturn Advisory Summary
07/11/2025: APIE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance ![]() | ETF Returns Performance ![]() |
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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 |
Upturn AI SWOT
Trust For Professional Managers
ETF Overview
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.
Reputation and Reliability
Hypothetical issuer with a solid reputation for delivering innovative and well-managed ETFs.
Management Expertise
Experienced management team with a proven track record in asset allocation and portfolio management.
Investment Objective
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
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.
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 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.

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