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Upturn AI SWOT - About
Trust For Professional Managers (APUE)
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Upturn Advisory Summary
08/14/2025: APUE (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 19.81% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 29.72 - 37.49 | Updated Date 06/30/2025 |
52 Weeks Range 29.72 - 37.49 | Updated Date 06/30/2025 |
Upturn AI SWOT
Trust For Professional Managers
ETF Overview
Overview
A hypothetical ETF designed for professional asset managers, focused on a diversified approach across various asset classes. It aims for long-term capital appreciation and risk-adjusted returns by blending equities, fixed income, and alternative investments.
Reputation and Reliability
Hypothetical issuer. Assumed to have a solid reputation for managing diverse investment portfolios.
Management Expertise
Hypothetical management team with experience in portfolio management, asset allocation, and risk management across multiple asset classes.
Investment Objective
Goal
Achieve long-term capital appreciation while managing risk through diversified asset allocation.
Investment Approach and Strategy
Strategy: The ETF uses an active management strategy to allocate assets dynamically across different sectors and asset classes, adjusting to market conditions.
Composition The ETF holds a mix of assets, including stocks, bonds, commodities, real estate, and possibly alternative investments such as private equity or hedge funds.
Market Position
Market Share: The ETF has a small market share in the broader diversified asset allocation ETF category.
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- AOA
- AOM
- AOR
- VEQT
- VBAL
Competitive Landscape
The competitive landscape is crowded with many diversified ETFs. This ETF's advantage might be a unique asset allocation model, superior risk management, or lower fees. The disadvantage is difficulty gaining market share due to established competitors.
Financial Performance
Historical Performance: Hypothetical historical returns: [8.5, 12.1, 5.2, 15.8, -2.3] (annual % returns for past 5 years)
Benchmark Comparison: The ETF aims to outperform a blended benchmark of 60% equities and 40% bonds.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
The ETF's average daily trading volume is moderate, reflecting its smaller size.
Bid-Ask Spread
The bid-ask spread is relatively tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and geopolitical events influence the performance of this ETF's diverse holdings.
Growth Trajectory
The ETF aims for steady growth by adapting its asset allocation strategy based on changing market conditions and emerging investment opportunities.
Moat and Competitive Advantages
Competitive Edge
This ETF's competitive edge lies in its active management approach, which seeks to generate alpha through tactical asset allocation and security selection. It focuses on identifying undervalued assets and adjusting exposures to capitalize on market trends. The ETF also benefits from a team of experienced portfolio managers with a deep understanding of global markets. The dynamic asset allocation strategy aims to provide investors with downside protection during market downturns and upside potential during periods of economic growth. This is complemented by a rigorous risk management process.
Risk Analysis
Volatility
The ETF's volatility is expected to be moderate due to its diversified asset allocation.
Market Risk
Specific risks include equity market risk, interest rate risk, credit risk, and commodity price fluctuations, depending on the ETF's asset allocation.
Investor Profile
Ideal Investor Profile
Ideal for institutional investors and high-net-worth individuals seeking diversified exposure to multiple asset classes and a actively managed investment strategy.
Market Risk
Best suited for long-term investors with a moderate risk tolerance and a desire for capital appreciation.
Summary
The hypothetical Trust For Professional Managers ETF offers diversified exposure across various asset classes through an active management strategy. It aims to achieve long-term capital appreciation while managing risk effectively. The ETF is designed for institutional investors and high-net-worth individuals seeking a well-diversified investment portfolio with the potential for alpha generation. Its active management approach and dynamic asset allocation strategy differentiate it from passive index-tracking ETFs. While offering potential benefits, investors should consider the higher expense ratio and the inherent risks of active management.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and analysis based on general ETF knowledge.
Disclaimers:
This analysis is based on hypothetical data and assumptions and should not be considered financial advice. Consult with a financial advisor before making 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 CRSP U.S. Total Market 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 U.S. companies included in the benchmark index.
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