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GENM
Upturn stock rating

Spinnaker ETF Series (GENM)

Upturn stock rating
$10.34
Last Close (24-hour delay)
Profit since last BUY3.3%
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Consider higher Upturn Star rating
BUY since 110 days
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*as per simulation
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Upturn Advisory Summary

10/24/2025: GENM (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 2.57%
Avg. Invested days 55
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 9.81 - 10.18
Updated Date 06/29/2025
52 Weeks Range 9.81 - 10.18
Updated Date 06/29/2025

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Spinnaker ETF Series

stock logo

ETF Overview

overview logo Overview

The Spinnaker ETF Series is a hypothetical ETF series focused on providing investors with targeted exposure to specific segments of the market, potentially including sector-specific or thematic strategies. Asset allocation and investment strategy would depend on the individual ETF within the series.

reliability logo Reputation and Reliability

As a hypothetical example, Spinnaker ETF Series's issuer is assumed to have a developing reputation. The reliability would depend on actual fund performance and adherence to stated objectives.

reliability logo Management Expertise

Management expertise is assumed to be aligned with the specific investment strategy of each ETF within the series, including experienced portfolio managers and analysts.

Investment Objective

overview logo Goal

The primary investment goal of a Spinnaker ETF Series ETF would vary depending on the fund, but generally aims to provide targeted exposure to a specific market segment or investment theme to achieve capital appreciation or income.

Investment Approach and Strategy

Strategy: The strategy would be tailored to the specific ETF within the series, potentially tracking a specific index, sector, or thematic benchmark.

Composition The composition would depend on the individual ETF, consisting of stocks, bonds, or other assets relevant to the chosen investment strategy.

Market Position

Market Share: Hypothetical, dependent on performance. Unable to calculate as it is not a real ETF.

Total Net Assets (AUM): 0

Competitors

overview logo Key Competitors

Competitive Landscape

As a hypothetical ETF series, the competitive landscape would depend on the specific ETFs launched and their performance relative to existing competitors. Advantages would depend on unique investment strategies and execution. Disadvantages would involve potential competition from established players.

Financial Performance

Historical Performance: N/A

Benchmark Comparison: N/A

Expense Ratio: 0.75

Liquidity

Average Trading Volume

Average trading volume is nonexistent as it is a hypothetical ETF.

Bid-Ask Spread

Bid-ask spread would be undefined due to lack of trading activity.

Market Dynamics

Market Environment Factors

Market dynamics affecting the hypothetical Spinnaker ETF Series would depend on the specific investment strategies and holdings of each ETF, influenced by economic indicators, sector growth, and market sentiment.

Growth Trajectory

Growth trajectory would depend on the performance of individual ETFs within the series and the demand for their specific investment strategies.

Moat and Competitive Advantages

Competitive Edge

Spinnaker ETF Series's competitive edge, if established, could derive from a unique investment approach targeting niche market segments. If well managed with strong performance and low cost basis, Spinnaker could offer investors a valuable way to achieve their financial objectives. Innovative strategies and tailored investment choices could also give Spinnaker a competitive advantage. Furthermore, strong marketing campaigns and establishing a positive relationship with investors will create a long term moat.

Risk Analysis

Volatility

Volatility would depend on the specific assets held by each ETF within the series and their sensitivity to market fluctuations.

Market Risk

Market risk would be associated with the underlying assets of each ETF, including potential for declines due to economic downturns, sector-specific events, or changes in investor sentiment.

Investor Profile

Ideal Investor Profile

The ideal investor profile would vary depending on the specific ETF within the series, potentially targeting investors seeking exposure to specific sectors, themes, or investment strategies.

Market Risk

Suitability would depend on the individual ETF, potentially appealing to long-term investors, active traders, or passive index followers seeking targeted exposure.

Summary

The Spinnaker ETF Series is a hypothetical series designed to offer investors targeted exposure to specific market segments. Performance would depend on the effectiveness of the investment strategies and the underlying assets held by each ETF. Factors such as sector allocation, expense ratio, and overall market conditions would influence its investment potential. As a hypothetical investment, conducting thorough research and considering individual risk tolerance is essential before investing in any Spinnaker ETF Series. Its main goal is to provide targeted exposure to investors and to create new investment opportunities.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Hypothetical analysis based on general ETF principles and market understanding.

Disclaimers:

This analysis is based on a hypothetical ETF series and should not be considered investment advice. Actual performance may vary significantly. Conduct thorough research and consult with a financial advisor before making any investment decisions.

Upturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Spinnaker ETF Series

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

Under normal market conditions, the fund invests at least 80% of its net assets in a diversified portfolio of municipal obligations, the interest on which is exempt from regular federal income tax. The fund normally invests in municipal obligations rated A or higher by S&P Global Ratings, Fitch Ratings or Moody"s Investors Service, Inc. or, if unrated, determined by the Subadvisor to be of comparable quality at the time of purchase.