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Upturn AI SWOT - About
Advisors Series Trust - Logan Capital Broad Innovative Growth ETF (LCLG)
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Upturn Advisory Summary
08/29/2025: LCLG (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 48.11% | Avg. Invested days 64 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.28 | 52 Weeks Range 42.14 - 56.94 | Updated Date 06/29/2025 |
52 Weeks Range 42.14 - 56.94 | Updated Date 06/29/2025 |
Upturn AI SWOT
Advisors Series Trust - Logan Capital Broad Innovative Growth ETF
ETF Overview
Overview
The Logan Capital Broad Innovative Growth ETF (NYSEARCA: LCLG) seeks long-term capital appreciation by investing in companies expected to experience rapid revenue growth due to innovative products or services.
Reputation and Reliability
Advisors Series Trust is a relatively established ETF provider, but Logan Capital's reputation depends on fund performance and management expertise.
Management Expertise
Logan Capital has a team of investment professionals managing the ETF, leveraging their expertise in identifying and analyzing growth companies.
Investment Objective
Goal
To achieve long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF does not aim to track a specific index but rather focuses on identifying and investing in companies with high growth potential in innovative sectors.
Composition The ETF primarily holds stocks of companies in various innovative sectors. It is a concentrated portfolio of growth stocks.
Market Position
Market Share: Insufficient data to provide accurate market share.
Total Net Assets (AUM): 23010000.00
Competitors
Key Competitors
- ARK Innovation ETF (ARKK)
- Global X Autonomous & Electric Vehicles ETF (DRIV)
- iShares Exponential Technologies ETF (XT)
- Invesco QQQ Trust (QQQ)
Competitive Landscape
The innovative growth ETF market is highly competitive. LCLG distinguishes itself through its specific selection criteria and active management. Competitors like ARKK have a larger market presence but may have different risk profiles. LCLG must demonstrate superior performance to gain market share and investor confidence. LCLG is smaller compared to the key competitors, and this represents a risk factor.
Financial Performance
Historical Performance: Insufficient data to provide accurate historical financial performance.
Benchmark Comparison: Insufficient data to provide accurate benchmark comparison.
Expense Ratio: 0.70
Liquidity
Average Trading Volume
Average trading volume is low, potentially indicating lower liquidity.
Bid-Ask Spread
Bid-ask spreads may be wider due to lower trading volume, resulting in higher transaction costs.
Market Dynamics
Market Environment Factors
The ETF's performance is highly dependent on technology sector trends, interest rates, and overall economic growth. Market volatility significantly impacts growth stock valuations.
Growth Trajectory
The ETF's growth trajectory depends on its ability to identify and invest in successful innovative companies. Changes in holdings and investment strategy will reflect Logan Capital's evolving market views.
Moat and Competitive Advantages
Competitive Edge
Logan Capital Broad Innovative Growth ETF's competitive edge lies in its active management and specific focus on identifying innovative companies with high growth potential. Its investment strategy may provide opportunities to outperform broader market indices. However, it must consistently deliver superior returns to justify its active management fees and attract investors. Ultimately, the ETF's success depends on the effectiveness of its selection process and the performance of its holdings.
Risk Analysis
Volatility
Growth stocks, and therefore LCLG, are expected to exhibit higher volatility than the overall market.
Market Risk
The ETF is susceptible to market risk associated with technology and growth stocks, including valuation corrections and changes in investor sentiment.
Investor Profile
Ideal Investor Profile
The ideal investor is one who is risk-tolerant and seeking long-term capital appreciation through exposure to innovative growth companies. Investors should also be familiar with market volatility.
Market Risk
The ETF is best suited for long-term investors willing to accept higher volatility for potential growth.
Summary
The Logan Capital Broad Innovative Growth ETF is a actively managed ETF focused on investing in innovative growth companies. The fund aims to achieve long-term capital appreciation but carries higher risk due to its focus on growth stocks and its smaller AUM size compared to competitors. Investors should carefully consider their risk tolerance before investing, as the ETF's performance is tied to the success of its selected companies and broader market trends. Its active management style differentiates it from passive competitors, requiring investors to assess Logan Capital's ability to deliver superior returns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- NYSEARCA: LCLG fund profile
- ETF.com
- Company Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share is based on available data and may not be precise. 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 Advisors Series Trust - Logan Capital Broad Innovative Growth ETF
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 primarily in securities of companies that use innovative technologies or ideas to gain advantage over competitors. The Advisor expects to invest principally in large capitalization equity securities that are traded on U.S. securities exchanges. The fund may invest up to 20% of its total assets in securities of foreign issuers, including issuers in emerging markets.
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