Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Professionally Managed Portfolios (CSMD)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: CSMD (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 12.32% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.23 - 32.20 | Updated Date 06/30/2025 |
52 Weeks Range 24.23 - 32.20 | Updated Date 06/30/2025 |
Upturn AI SWOT
Professionally Managed Portfolios
ETF Overview
Overview
Professionally Managed Portfolios offer diversified investment solutions constructed and managed by professionals, aiming for optimal asset allocation and risk management within various sectors.
Reputation and Reliability
Information on the issuer's reputation and reliability is not available without specific issuer details.
Management Expertise
Information on the management's expertise is not available without specific issuer details.
Investment Objective
Goal
To provide investors with professionally managed, diversified portfolios tailored to specific risk profiles and investment goals.
Investment Approach and Strategy
Strategy: The strategy involves active asset allocation, security selection, and risk management techniques to achieve the stated investment objective.
Composition The portfolios typically hold a mix of stocks, bonds, and potentially other asset classes based on the portfolio's risk profile.
Market Position
Market Share: Market share data not available without a specific fund and sector. Need a symbol.
Total Net Assets (AUM): Total net assets (AUM) data not available without a specific fund and sector. Need a symbol.
Competitors
Key Competitors
- AOR
- AOM
- AOK
- AOA
Competitive Landscape
The professionally managed ETF space is competitive, with various issuers offering similar portfolio solutions. Advantages may include superior manager expertise, lower fees, or more tailored asset allocation strategies. Disadvantages may include higher fees compared to passive index ETFs.
Financial Performance
Historical Performance: Historical performance data is not available without a specific fund and sector. Need a symbol.
Benchmark Comparison: Benchmark comparison data is not available without a specific fund and sector. Need a symbol.
Expense Ratio: Expense ratio data is not available without a specific fund and sector. Need a symbol.
Liquidity
Average Trading Volume
Average trading volume cannot be assessed without a specific ETF symbol.
Bid-Ask Spread
The bid-ask spread cannot be determined without a specific ETF symbol.
Market Dynamics
Market Environment Factors
Market environment factors include economic growth, interest rates, inflation, and geopolitical events, which can impact the performance of underlying asset classes within the portfolio.
Growth Trajectory
Growth trajectory depends on market conditions and the manager's ability to adapt the portfolio's strategy and holdings to changing environments.
Moat and Competitive Advantages
Competitive Edge
Professionally Managed Portfolios's competitive advantages can stem from a unique investment strategy, superior asset allocation skills, access to proprietary research, and personalized customer support. A focus on risk management and downside protection can also set it apart. The ability to adapt to changing market conditions swiftly is crucial. Strong performance track record compared to peers will attract investors.
Risk Analysis
Volatility
Volatility cannot be assessed without a specific ETF symbol and historical data.
Market Risk
Market risk depends on the underlying assets held in the portfolio. Equity holdings carry equity market risk, while fixed-income holdings are subject to interest rate and credit risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile for Professionally Managed Portfolios includes individuals seeking diversified, actively managed investment solutions with a specific risk tolerance and investment horizon.
Market Risk
Professionally Managed Portfolios can be suitable for long-term investors seeking professional management, but may also appeal to active traders seeking tactical asset allocation.
Summary
Professionally Managed Portfolios offer diversified, actively managed investment solutions tailored to specific risk profiles. Their performance depends on the skill of the portfolio managers and the underlying market conditions. These portfolios typically hold a mix of stocks, bonds, and potentially other assets. They cater to investors seeking professional management and may appeal to both long-term investors and active traders. Fees are likely higher than passively managed ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Issuer Websites (Hypothetical)
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share data is hypothetical and based on general market observations. Investment decisions should be based on thorough research and consultation with a financial advisor.
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 Professionally Managed Portfolios
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"). The fund seeks to achieve its investment objective by investing at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the adviser considers to have a small to mid-size market capitalization.
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.