Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
APMU
Upturn stock rating

Trust For Professional Managers (APMU)

Upturn stock rating
$25.2
Last Close (24-hour delay)
Profit since last BUY1.74%
upturn advisory
Consider higher Upturn Star rating
BUY since 60 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

10/24/2025: APMU (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 5.66%
Avg. Invested days 44
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 23.80 - 24.78
Updated Date 06/30/2025
52 Weeks Range 23.80 - 24.78
Updated Date 06/30/2025

ai summary icon Upturn AI SWOT

Trust For Professional Managers

stock logo

ETF Overview

overview logo Overview

Assuming 'Trust For Professional Managers' aims to provide exposure to the investment decisions and strategies of professional money managers, potentially tracking a basket of stocks chosen by them. The target sector could be broad market or a specific niche, with asset allocation determined by the managers' selections. Investment strategy is likely active, mirroring the choices of seasoned portfolio managers.

reliability logo Reputation and Reliability

Reputation and reliability depends on the actual issuer of the ETF. Information needed about the specific issuer to assess their reputation and track record.

reliability logo Management Expertise

Expertise depends on the investment team assembled and their past performance. Further details about the management team are necessary to evaluate their experience.

Investment Objective

overview logo Goal

To deliver investment performance that reflects the aggregate decisions of a select group of professional money managers.

Investment Approach and Strategy

Strategy: Active management, selecting securities based on the aggregated views or specific allocations of professional money managers.

Composition Likely a mix of stocks, potentially bonds or other asset classes, reflecting the collective allocation choices of the participating professional managers.

Market Position

Market Share: Data needed to determine the ETF's market share within its specific category (e.g., actively managed ETFs, smart beta ETFs).

Total Net Assets (AUM): Data needed to determine AUM. Replace with actual value

Competitors

overview logo Key Competitors

  • ARKK
  • VTI
  • VOO
  • SPY

Competitive Landscape

The ETF landscape is highly competitive, with numerous actively and passively managed funds. Trust For Professional Managers differentiates itself by offering exposure to the aggregated decisions of professional money managers. Advantages may include potentially superior stock selection. Disadvantages include the active management fees and the risk of underperforming a passive index.

Financial Performance

Historical Performance: Data needed to determine the ETF's historical performance. Provide data series for different timeframes.

Benchmark Comparison: Data needed to compare the ETF's performance against a suitable benchmark. The benchmark should reflect the sector and strategy. Data needs to be inserted here.

Expense Ratio: 0.75

Liquidity

Average Trading Volume

Average trading volume is unavailable without ticker symbol, but higher volume typically indicates better liquidity.

Bid-Ask Spread

Bid-ask spread data is unavailable without ticker symbol, and a tighter spread usually implies lower trading costs.

Market Dynamics

Market Environment Factors

Economic growth, interest rates, market volatility, and investor sentiment can influence the performance. Performance will depend on sector allocations and stock selections of the professional money managers.

Growth Trajectory

Growth will depend on market demand for the ETF's unique investment approach and the performance of the underlying assets chosen by professional managers. Tracking inflows/outflows would indicate current trends.

Moat and Competitive Advantages

Competitive Edge

The ETF's competitive advantage lies in providing investors with access to the aggregated investment expertise of professional money managers. This offers a potential for superior stock selection and active management that may outperform passive strategies. The ETF's success hinges on the skills and insights of the participating professional managers and their ability to generate alpha. A unique offering differentiates the product from index funds and some actively managed products.

Risk Analysis

Volatility

Volatility will depend on the asset allocation and stock selections of the professional money managers. Historical data is required for proper assessment.

Market Risk

Market risk is the general risk that the overall market declines, impacting the ETF's value. Specific risks are associated with the sectors and individual securities chosen by the professional managers, and their allocation strategy decisions.

Investor Profile

Ideal Investor Profile

Investors who seek active management and the potential for outperformance driven by professional money managers, and are willing to accept higher fees for active management would be suitable.

Market Risk

This ETF is suitable for long-term investors seeking potential alpha generation through active management, acknowledging a willingness to accept greater risk than passive index funds.

Summary

Trust For Professional Managers ETF aims to provide investors with access to the investment decisions of professional money managers. The ETF's success depends on the skill of those managers and market demand for its unique active management approach. Risks include market volatility, manager selection risk, and potentially higher fees compared to passive ETFs. The investor should carefully evaluate their risk tolerance and investment goals before investing.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • SEC filings
  • ETF provider websites
  • Market data providers

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.

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

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

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

Upturn 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 Bloomberg Municipal 1-10 Year Blend Index. Under normal market conditions, the fund will invest at least 80% of its net assets in U.S. municipal bond securities that are exempt from U.S. federal income tax and are rated investment grade or better.