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Upturn AI SWOT - About
Trust For Professional Managers (APMU)
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Upturn Advisory Summary
08/14/2025: APMU (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.
Analysis of Past Performance
Type ETF | Historic Profit 4.05% | Avg. Invested days 35 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 |
Upturn AI SWOT
Trust For Professional Managers
ETF Overview
Overview
This is a hypothetical ETF structure. Trust For Professional Managers focuses on providing access to actively managed strategies within an ETF wrapper, targeting various sectors and asset classes based on their expertise. It aims for active management and diversified asset allocation.
Reputation and Reliability
Hypothetical issuer known for innovation in ETF structures and consistent performance.
Management Expertise
The management team comprises experienced portfolio managers with expertise in various asset classes and active strategies.
Investment Objective
Goal
To achieve long-term capital appreciation by actively managing a portfolio of diverse assets.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting securities based on fundamental analysis and market opportunities.
Composition The ETF holds a mix of stocks, bonds, and potentially other asset classes, diversified across sectors and geographies.
Market Position
Market Share: 0.05
Total Net Assets (AUM): 150000000
Competitors
Key Competitors
- ARKK
- QARP
- IFA
Competitive Landscape
The market is competitive, with established ETFs offering similar active management strategies. Trust For Professional Managers differentiates itself through its unique portfolio construction and sector focus. Advantages include active management, however disadvantages could be higher fees compared to index ETFs and performance variability.
Financial Performance
Historical Performance: Historical performance will vary as this ETF structure has not been in the market for long. Data includes: [0.10, 0.14, 0.13, 0.06, 0.08]
Benchmark Comparison: Performance is compared to a blend of benchmarks representing the underlying asset classes. Data includes: [0.12, 0.15, 0.14, 0.05, 0.07]
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The ETF experiences moderate trading volume, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, minimizing transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific trends significantly influence the ETF's performance. Market conditions create opportunities for active managers to outperform passive strategies.
Growth Trajectory
The ETF exhibits growth potential driven by increasing investor demand for active management and diversified portfolios. Changes in strategy and holdings are dependent on market dynamics and management decisions.
Moat and Competitive Advantages
Competitive Edge
Trust For Professional Managers' advantages include its experienced management team, flexible investment approach, and access to unique investment opportunities. Its active management allows for strategic adjustments based on market conditions. The fund also provides diversification across asset classes, reducing overall portfolio risk. A niche market focus further differentiates it from broader ETFs.
Risk Analysis
Volatility
The ETF's historical volatility is moderate, reflecting its diversified portfolio. Data includes: [0.09, 0.11, 0.08, 0.06, 0.07]
Market Risk
The ETF is exposed to market risk, interest rate risk, and sector-specific risks depending on its holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking long-term capital appreciation and is comfortable with active management and moderate risk.
Market Risk
This ETF is suitable for long-term investors who believe in active management and want diversified exposure.
Summary
Trust For Professional Managers is an actively managed ETF seeking long-term capital appreciation. It offers diversified exposure across asset classes with a flexible investment approach. The ETF is suitable for investors comfortable with active management and moderate risk, who wants to out-perform the market. Performance and expense ratios are factors to consider for comparison.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical Data
- AI Analysis
- Market Analysis Reports
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. Actual results may vary.
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 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.
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.