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Upturn AI SWOT - About
Trust For Professional Managers (APMU)

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Upturn Advisory Summary
10/24/2025: APMU (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance | ETF Returns Performance |
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
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.
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.
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
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
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.
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.
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