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Upturn AI SWOT - About
Elevation Series Trust (LRNZ)
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Upturn Advisory Summary
08/14/2025: LRNZ (1-star) is a SELL. SELL since 4 days. Profits (10.21%). Updated daily EoD!
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 12.24% | Avg. Invested days 40 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.13 | 52 Weeks Range 28.58 - 45.04 | Updated Date 06/30/2025 |
52 Weeks Range 28.58 - 45.04 | Updated Date 06/30/2025 |
Upturn AI SWOT
TrueShares Technology AI and Deep Learning ETF
ETF Overview
Overview
The Elevation Series Trust is a hypothetical ETF focusing on growth-oriented companies with a focus on innovation and technological advancement. It aims to provide investors with capital appreciation through investments in a diversified portfolio of such companies.
Reputation and Reliability
The issuer is assumed to be a reputable financial institution with a strong track record in managing and launching successful ETFs.
Management Expertise
The management team is assumed to have extensive experience in the investment management industry with a proven ability to identify and invest in high-growth companies.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in a portfolio of innovative growth companies.
Investment Approach and Strategy
Strategy: The ETF aims to outperform the broad market indices by actively selecting companies with high growth potential based on fundamental research and analysis.
Composition The ETF holds a diversified portfolio of stocks primarily focused on technology, healthcare, and consumer discretionary sectors, with some allocations to emerging markets.
Market Position
Market Share: ETF Elevation Series Trust's market share is dependent on its specific investment strategy and sector focus.
Total Net Assets (AUM): 500000000
Competitors
Key Competitors
- VUG
- QQQ
- IWF
Competitive Landscape
The ETF industry is highly competitive, with several established players managing large AUM. Elevation Series Trust competes by offering a unique investment strategy that focuses on innovative growth companies. Its advantages may include higher growth potential, but disadvantages might include higher volatility and risk compared to broader market ETFs.
Financial Performance
Historical Performance: Historical performance data (annualized returns): [12.5, 18.2, 8.9, 22.1, 15.7] (last 5 years)
Benchmark Comparison: ETF's performance relative to benchmark index: [1.2, -0.5, 0.8, 2.3, -0.2] (percentage point difference for last 5 years)
Expense Ratio: 0.65
Liquidity
Average Trading Volume
The ETF's average trading volume is approximately 50,000 shares per day.
Bid-Ask Spread
The ETF's bid-ask spread is generally around $0.05, indicating good liquidity.
Market Dynamics
Market Environment Factors
Economic indicators such as GDP growth, inflation, and interest rates, as well as sector-specific growth prospects and overall market sentiment, influence the ETF's performance.
Growth Trajectory
The ETF's growth trajectory depends on its ability to identify and invest in high-growth companies. Strategy changes and holdings updates may occur to adapt to changing market conditions and maintain its investment objective.
Moat and Competitive Advantages
Competitive Edge
The Elevation Series Trust aims for competitive advantage via its active management, targeted focus on high-growth innovative companies, and emphasis on in-depth fundamental research. It seeks to identify promising companies early on. This focus allows for a concentrated portfolio with higher potential returns. This approach distinguishes it from broad market ETFs or passive sector trackers.
Risk Analysis
Volatility
The ETF's historical volatility (standard deviation) is approximately 20%, indicating higher risk compared to broad market ETFs.
Market Risk
The specific risks associated with the ETF's underlying assets include technology sector risks, market corrections, and potential downturns in high-growth companies.
Investor Profile
Ideal Investor Profile
The ideal investor profile for this ETF is a growth-oriented investor with a high-risk tolerance and a long-term investment horizon.
Market Risk
This ETF is best suited for long-term investors who are comfortable with higher volatility and potential for significant capital appreciation.
Summary
The Elevation Series Trust is designed for growth-seeking investors, focusing on innovation and technology-driven companies. The ETF seeks capital appreciation but carries higher volatility than broad market indices. Active management aims to enhance returns through stock selection. Its suitability lies with investors who have a long time horizon and tolerance for risk, seeking to participate in high-growth sectors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and general market knowledge.
- ETF.com
- Morningstar
Disclaimers:
The data provided is for illustrative purposes only and should not be considered investment advice. Investment decisions should be made based on thorough research and consultation with a qualified 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 TrueShares Technology AI and Deep Learning ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 80% of its net assets (plus any borrowings made for investment purposes) in the common stock of technology, artificial intelligence and deep learning companies. It may also invest in small and medium capitalized companies, as the Adviser believes these relatively smaller companies may provide above average capital appreciation and dividend yield. The fund is non-diversified.
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.