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Upturn AI SWOT - About
Advisor Managed Portfolios (MVPL)
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Upturn Advisory Summary
10/24/2025: MVPL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 19.9% | Avg. Invested days 48 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.52 - 31.65 | Updated Date 06/28/2025 |
52 Weeks Range 23.52 - 31.65 | Updated Date 06/28/2025 |
Upturn AI SWOT
Advisor Managed Portfolios
ETF Overview
Overview
Advisor Managed Portfolios provide diversified, risk-managed investment solutions built with ETFs. They offer strategic asset allocation and tactical adjustments to navigate market conditions, targeting various risk profiles.
Reputation and Reliability
Details about the issuer's reputation and track record are needed to determine reliability.
Management Expertise
Information on the management team's experience and expertise is required for assessment.
Investment Objective
Goal
The primary investment goal depends on the specific Advisor Managed Portfolio, generally aiming for capital appreciation, income generation, or a balance of both within a defined risk tolerance.
Investment Approach and Strategy
Strategy: The strategy involves actively managing a portfolio of ETFs based on macroeconomic analysis, market trends, and risk assessment. Allocation is determined by investment goals and risk tolerance.
Composition The composition varies but typically includes a mix of equity, fixed income, and potentially alternative ETFs, reflecting the chosen investment objective and risk profile.
Market Position
Market Share: Data on Advisor Managed Portfolios's specific market share in the managed portfolio ETF sector is not readily available without specifying a specific ETF.
Total Net Assets (AUM): Data on Total Net Assets (AUM) needs more information. There are many different Advisor Managed Portfolios. Please, choose a portfolio name and I can provide the data
Competitors
Key Competitors
- AOA
- AOM
- AOR
- AOK
Competitive Landscape
The competitive landscape is crowded, with many firms offering similar ETF-based managed portfolios. Advisor Managed Portfolios's advantages could include a proprietary investment process, lower fees, or superior performance. Disadvantages might include a shorter track record or smaller AUM compared to established players.
Financial Performance
Historical Performance: Historical financial performance data is needed for this specific ETF Advisor Managed Portfolios. Please, choose a portfolio name and I can provide the data.
Benchmark Comparison: Comparison of the ETFu2019s performance to its benchmark index is needed to gauge its effectiveness. Please, choose a portfolio name and I can provide the data.
Expense Ratio: The expense ratio depends on the specific Advisor Managed Portfolio.
Liquidity
Average Trading Volume
Average trading volume of the ETF depends on the specific Advisor Managed Portfolio.
Bid-Ask Spread
Bid-ask spread of the ETF depends on the specific Advisor Managed Portfolio.
Market Dynamics
Market Environment Factors
Economic indicators (interest rates, inflation), sector growth prospects (technology, healthcare), and current market conditions (bull or bear market) all affect Advisor Managed Portfolios.
Growth Trajectory
Growth trends depend on market performance, investor demand for managed ETF solutions, and Advisor Managed Portfolios's ability to attract and retain assets.
Moat and Competitive Advantages
Competitive Edge
Advisor Managed Portfolios's competitive edge lies in its curated ETF selection, strategic asset allocation, and active risk management. The firm uses proprietary models to identify undervalued ETFs and adjust portfolio weights based on market conditions. By providing a comprehensive investment solution, Advisor Managed Portfolios simplifies portfolio management for investors seeking diversification and professional oversight. The firm's tactical approach aims to outperform traditional passive investment strategies.
Risk Analysis
Volatility
Historical volatility depends on the asset allocation and market conditions during the measurement period.
Market Risk
The specific risks associated with Advisor Managed Portfolios's underlying assets include market risk (overall market fluctuations), sector risk (concentration in specific industries), and interest rate risk (impact on fixed income holdings).
Investor Profile
Ideal Investor Profile
The ideal investor profile for Advisor Managed Portfolios is someone seeking diversified, professionally managed portfolios with varying risk tolerances. These portfolios suit investors looking for a 'hands-off' approach to ETF investing.
Market Risk
Advisor Managed Portfolios are suitable for long-term investors seeking a balance between growth and risk management. They may also appeal to active traders who appreciate the tactical adjustments made by the portfolio managers.
Summary
Advisor Managed Portfolios offer a streamlined way to invest in a diversified portfolio of ETFs. They provide a managed solution with strategic asset allocation, tactical adjustments, and varying risk profiles. Investors benefit from professional management and potentially superior returns compared to solely passive investing. However, investors need to consider the expense ratio and understand the portfolio's specific investment strategy and risk exposures. Advisor Managed Portfolios are a good option for investors seeking a hands-off approach to ETF investing with active management oversight.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Morningstar
- Bloomberg
- Company Fact Sheets
Disclaimers:
Data is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting with a financial professional. 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 Advisor Managed Portfolios
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively-managed exchanged-traded fund ("ETF") that seeks to achieve its investment objective by investing in ETFs that provide unleveraged or leveraged exposure to the S&P 500 Index, depending on trading signals from proprietary models used by the fund"s investment adviser, Miller Value Partners, LLC (the "Adviser"), to implement the fund"s investment strategy. When the adviser"s trading signals indicate that the fund should be in an unleveraged (or "leverage off") position, the fund will invest its assets in an ETF that seeks to track the performance of the index.
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.