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The Beehive ETF (BEEX)
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Upturn Advisory Summary
08/14/2025: BEEX (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 6.04% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 19.71 - 23.98 | Updated Date 06/6/2025 |
52 Weeks Range 19.71 - 23.98 | Updated Date 06/6/2025 |
Upturn AI SWOT
The Beehive ETF
ETF Overview
Overview
The Beehive ETF is a hypothetical ETF focused on investing in companies involved in the pollination and agricultural technology sector, including those involved in bee health, sustainable agriculture, and related technologies. The ETF aims to provide investors with exposure to the growing demand for sustainable food production and pollination services.
Reputation and Reliability
Hypothetical issuer with a developing reputation focused on innovative and sustainable investment strategies.
Management Expertise
Hypothetical management team with expertise in agricultural technology, sustainable investing, and ETF management.
Investment Objective
Goal
To provide investors with long-term capital appreciation by investing in companies benefiting from the increased demand for pollination and sustainable agricultural technology.
Investment Approach and Strategy
Strategy: The Beehive ETF tracks a proprietary index of companies involved in pollination, bee health, and sustainable agricultural technology.
Composition Primarily invests in stocks of companies focused on sustainable agriculture, bee health technology, pollination services, and related agricultural innovations.
Market Position
Market Share: The Beehive ETF has a hypothetical market share in the sustainable agriculture ETF sector.
Total Net Assets (AUM): 50000000
Competitors
Key Competitors
- GNV
- VEGI
- FPAC
Competitive Landscape
The sustainable agriculture ETF sector is competitive. The Beehive ETF's advantage lies in its specific focus on pollination and bee health-related companies, offering a niche exposure compared to broader sustainable agriculture ETFs. A disadvantage could be its higher concentration risk compared to more diversified funds.
Financial Performance
Historical Performance: Hypothetical historical performance data would be available, showcasing returns over 1, 3, 5, and 10-year periods.
Benchmark Comparison: Hypothetically, the ETF's performance would be compared to an agricultural technology or sustainable agriculture benchmark index.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The average trading volume is moderately liquid, indicating reasonable ease of buying and selling shares.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Factors include growing global demand for sustainable food production, increased awareness of bee health issues, advancements in agricultural technology, and government regulations supporting sustainable practices.
Growth Trajectory
The ETF shows a hypothetical growth trajectory driven by increased investor interest in ESG investing and the rising demand for sustainable food solutions. Strategy and holdings remain relatively consistent, targeting expansion within the core sector.
Moat and Competitive Advantages
Competitive Edge
The Beehive ETF's competitive edge stems from its specialized focus on the pollination and bee health sub-sector within sustainable agriculture. This niche focus attracts investors specifically interested in this area. This provides differentiation from broader ESG or agriculture-focused ETFs. Management expertise in this area provides an information advantage in stock selection.
Risk Analysis
Volatility
Moderate volatility due to the concentrated nature of the ETF's holdings and the sensitivity of agricultural technology companies to market conditions.
Market Risk
Specific risks include regulatory changes affecting the agricultural sector, fluctuations in commodity prices, and the success or failure of agricultural technology innovations.
Investor Profile
Ideal Investor Profile
Suitable for investors interested in sustainable agriculture, environmental stewardship, and innovative agricultural technology with a moderate risk tolerance.
Market Risk
Suitable for long-term investors seeking exposure to a growing sector and willing to accept moderate volatility.
Summary
The Beehive ETF is a niche ETF focusing on the pollination and sustainable agriculture technology sector. Its specialized focus offers targeted exposure but also comes with concentration risk. The ETF aims to capitalize on the growing demand for sustainable food production. Ideal for investors interested in ESG and agricultural technology, with a long-term investment horizon.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data based on industry analysis and ETF benchmarks.
Disclaimers:
This is a hypothetical analysis for illustrative purposes only. Consult with a financial advisor before making investment decisions. Past performance is not indicative of future results.
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 The Beehive ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund primarily invests in equity securities of domestic companies with large and mid-sized market capitalizations. Equity securities in which the fund invests on a principal basis include common stock and sponsored and unsponsored American Depositary Receipts ("ADRs"). The fund may also invest in foreign securities and equity securities of domestic companies with small market capitalizations.
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.