ELM
ELM 1-star rating from Upturn Advisory

Elm Market Navigator ETF (ELM)

Elm Market Navigator ETF (ELM) 1-star rating from Upturn Advisory
$27.5
Last Close (24-hour delay)
Profit since last BUY0.66%
upturn advisory logo
Consider higher Upturn Star rating
BUY since 10 days
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • 1Y
  • 1M
  • 1W

Upturn Advisory Summary

12/24/2025: ELM (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

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 8.04%
Avg. Invested days 66
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 5.0
ETF Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 12/24/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 22.80 - 25.79
Updated Date 06/6/2025
52 Weeks Range 22.80 - 25.79
Updated Date 06/6/2025

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Elm Market Navigator ETF

Elm Market Navigator ETF(ELM) company logo displayed in Upturn AI summary

ETF Overview

overview logo Overview

The Elm Market Navigator ETF is designed to provide investors with exposure to a diversified portfolio of US equities, aiming to capture market growth. Its primary focus is on large-cap U.S. companies, employing a growth-oriented investment strategy. The ETF seeks to offer a balance between capital appreciation and diversification.

Reputation and Reliability logo Reputation and Reliability

Details regarding the issuer's reputation and track record are not readily available for 'Elm Market Navigator ETF' as it does not appear to be a widely recognized or established ETF. Further due diligence would be required.

Leadership icon representing strong management expertise and executive team Management Expertise

Specific information about the management team's expertise for 'Elm Market Navigator ETF' is not publicly disclosed, suggesting it might be a newer or less prominent fund.

Investment Objective

Icon representing investment goals and financial objectives Goal

The primary investment goal of the Elm Market Navigator ETF is to achieve capital appreciation by investing in a diversified basket of U.S. equities, with a potential emphasis on growth-oriented companies.

Investment Approach and Strategy

Strategy: The ETF likely aims to track a broad market index of U.S. equities or employs an actively managed strategy seeking to outperform a benchmark.

Composition The ETF is expected to hold a mix of U.S. stocks, likely predominantly large-capitalization companies, with potential for sector diversification.

Market Position

Market Share: Due to the lack of readily available information for 'Elm Market Navigator ETF', its specific market share within its sector cannot be determined.

Total Net Assets (AUM):

Competitors

Key Competitors logo Key Competitors

Competitive Landscape

The ETF market for U.S. equities is highly competitive, dominated by large providers offering broad market index funds and specialized sector ETFs. Without specific data on 'Elm Market Navigator ETF', its competitive advantages and disadvantages compared to established players remain unknown.

Financial Performance

Historical Performance: Historical financial performance data for 'Elm Market Navigator ETF' is not readily available through standard financial databases. This lack of accessible data suggests it may be a less liquid or newer fund.

Benchmark Comparison: A specific benchmark for 'Elm Market Navigator ETF' is not identified, making a direct performance comparison challenging. If it tracks a broad market index, its performance would be assessed against that index.

Expense Ratio:

Liquidity

Average Trading Volume

Information on the average trading volume for the Elm Market Navigator ETF is not readily available, hindering an assessment of its liquidity.

Bid-Ask Spread

Details regarding the bid-ask spread for the Elm Market Navigator ETF are not publicly accessible, making it difficult to evaluate trading costs.

Market Dynamics

Market Environment Factors

As a U.S. equity ETF, 'Elm Market Navigator ETF' would be influenced by macroeconomic factors such as interest rates, inflation, GDP growth, and geopolitical events affecting the overall U.S. economy and stock market.

Growth Trajectory

Information regarding the growth trajectory, changes to strategy, or holdings of the Elm Market Navigator ETF is not publicly available, making it impossible to assess its development.

Moat and Competitive Advantages

Competitive Edge

Given the limited public information for 'Elm Market Navigator ETF', it is challenging to identify any specific competitive advantages. Its success would likely depend on its investment strategy, fee structure, and the issuer's reputation, which are not clearly defined.

Risk Analysis

Volatility

Historical volatility data for 'Elm Market Navigator ETF' is not readily available, preventing an assessment of its price fluctuations.

Market Risk

The primary market risk for 'Elm Market Navigator ETF' would be systemic risk associated with the U.S. stock market, including economic downturns, sector-specific challenges, and investor sentiment shifts.

Investor Profile

Ideal Investor Profile

Without clear investment objectives and historical performance, it is difficult to define an ideal investor profile for 'Elm Market Navigator ETF'. Investors seeking broad U.S. equity exposure and diversification might consider it, but further research is essential.

Market Risk

The suitability of 'Elm Market Navigator ETF' for long-term investors, active traders, or passive index followers is undetermined due to a lack of comprehensive data. Its role would depend on its specific investment strategy and cost structure.

Summary

The Elm Market Navigator ETF appears to be a U.S. equity-focused ETF with an objective of capital appreciation. However, a significant lack of publicly available information regarding its issuer, management, performance, and liquidity makes it difficult to provide a thorough analysis or recommendation. Investors should exercise caution and conduct extensive due diligence before considering an investment in this ETF.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • General financial market knowledge base. Specific data for 'Elm Market Navigator ETF' was not found in standard financial databases.

Disclaimers:

The information provided for the Elm Market Navigator ETF is based on the assumption that such an ETF exists and is publicly traded. However, due to a significant lack of verifiable data, this analysis may be incomplete or inaccurate. Investors should always conduct their own thorough research and consult with a qualified financial advisor before making any investment decisions. This response does not constitute financial advice.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Elm Market Navigator ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund is an actively managed "fund of funds" that seeks to achieve its investment objective by investing in a dynamic portfolio of other unaffiliated registered investment companies, including mutual funds, index-based exchange-traded funds ("ETFs"), and actively managed ETFs, that provide exposure to equity markets and fixed income markets.