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Upturn AI SWOT - About
EA Series Trust (ECML)
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Upturn Advisory Summary
10/24/2025: ECML (1-star) is currently NOT-A-BUY. Pass it for now.
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 3.07% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 26.96 - 35.90 | Updated Date 06/30/2025 |
52 Weeks Range 26.96 - 35.90 | Updated Date 06/30/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
The EA Series Trust is a collective investment vehicle designed to provide investors with exposure to a specific investment strategy or asset class. The exact focus, sector, and strategy depend on the specific series within the Trust.
Reputation and Reliability
Details about the issuer's reputation and track record in the market are needed and would generally vary based on which of their offerings is being evaluated.
Management Expertise
Experience and expertise of the management team responsible for the ETF are needed and would generally vary based on which of their offerings is being evaluated.
Investment Objective
Goal
The primary investment goal of EA Series Trust varies depending on the specific fund but generally focuses on capital appreciation, income generation, or a combination of both.
Investment Approach and Strategy
Strategy: The specific strategy (e.g., index tracking, active management, sector focus) varies depending on the fund within the EA Series Trust family.
Composition The asset composition (e.g., stocks, bonds, commodities) varies significantly depending on the individual fund's investment mandate.
Market Position
Market Share: Needs ETF EA Series Trustu2019s Detail ETF EA Series Trustu2019s market share in its sector.
Total Net Assets (AUM): To be determined based on which of their offerings is being evaluated.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape varies widely depending on the specific focus of each fund within the EA Series Trust. Advantages and disadvantages would depend on the fund's strategy, expense ratio, and performance compared to competitors.
Financial Performance
Historical Performance: Historical financial performance data and review the ETFu2019s performance over different time periods to understand its track record is needed and would vary based on which of their offerings is being evaluated.
Benchmark Comparison: Comparison of the ETFu2019s performance to its benchmark index to gauge its effectiveness is needed and would vary based on which of their offerings is being evaluated.
Expense Ratio: To be determined based on which of their offerings is being evaluated.
Liquidity
Average Trading Volume
The ETF's liquidity is determined by its average trading volume, with higher volumes generally indicating greater liquidity.
Bid-Ask Spread
The bid-ask spread provides insight into the cost of trading the ETF, with narrower spreads suggesting lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions would significantly affect EA Series Trust, depending on the specific fund's investment focus.
Growth Trajectory
Growth trends and patterns of ETF EA Series Trust would depend on the specific fund and its strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
EA Series Trust's competitive advantages depend on the specific fund and may include unique investment strategies, superior management expertise, or a focus on a niche market segment. These advantages can attract investors seeking specific investment outcomes. A well-defined investment strategy and effective management can contribute to stronger long-term performance. This could create a competitive edge compared to other similar investment products. These factors help to distinguish the fund within a crowded ETF market.
Risk Analysis
Volatility
EA Series Trustu2019s historical volatility needs to be assessed and would depend on which of their offerings is being evaluated.
Market Risk
Specific risks associated with EA Series Trustu2019s underlying assets needs to be assessed and would depend on which of their offerings is being evaluated.
Investor Profile
Ideal Investor Profile
The ideal investor profile for ETF EA Series Trust varies based on the specific fund, ranging from conservative investors seeking income to aggressive investors seeking capital appreciation.
Market Risk
Whether EA Series Trust is best for long-term investors, active traders, or passive index followers would depend on the specific fund's strategy and objectives.
Summary
The EA Series Trust offers a range of ETFs with varying investment objectives and strategies. Their attractiveness hinges on the specific offerings within the Trust and their ability to deliver competitive returns. Investors should carefully assess each fund's investment focus, risks, and fees before investing. The overall success of EA Series Trust depends on the issuer's ability to manage each fund effectively and meet its stated investment goals. The investor should evaluate each fund's performance and suitability carefully.
Peer Comparison
Sources and Disclaimers
Data Sources:
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence 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 EA Series Trust
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 seeks to achieve its investment objective by investing in U.S. equity securities that the sub-adviser believes are under-valued and under-appreciated by the market. The sub-adviser employs a quantitative and systematic approach to long-term investing. It is expected that the fund will generally hold 60 to 70 stocks that are selected from a universe that includes all publicly traded stocks listed on the New York Stock Exchange ("NYSE") and the Nasdaq Market ("Nasdaq").
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.