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Spinnaker ETF Series (RILA)
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Upturn Advisory Summary
08/14/2025: RILA (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 11.8% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 8.62 - 11.19 | Updated Date 06/6/2025 |
52 Weeks Range 8.62 - 11.19 | Updated Date 06/6/2025 |
Upturn AI SWOT
Spinnaker ETF Series
ETF Overview
Overview
The Spinnaker ETF Series is a suite of ETFs designed to provide targeted exposure to various segments of the equity market using quantitative strategies. The ETFs aim to outperform traditional market-cap weighted indices through active security selection and weighting. Focus spans across multiple sectors and market capitalizations, employing different factors such as value, momentum, and quality.
Reputation and Reliability
Information about the issuer's reputation and track record in the market is not available in the prompt.
Management Expertise
Information about the management team's experience and expertise is not available in the prompt.
Investment Objective
Goal
To achieve capital appreciation through investments in various market segments using quantitative strategies.
Investment Approach and Strategy
Strategy: The ETFs employ a quantitative investment approach to select and weight securities based on factors like value, momentum, and quality, aiming to outperform standard indices.
Composition The ETF holdings consist of stocks from various sectors and market capitalizations selected based on quantitative models. Specific allocations depend on the individual ETF within the series.
Market Position
Market Share: Data regarding Spinnaker ETF Series' market share in its respective sectors is unavailable.
Total Net Assets (AUM): Data regarding the total net assets under management for Spinnaker ETF Series is unavailable.
Competitors
Key Competitors
Competitive Landscape
Without specific competitor data, a competitive landscape analysis is not possible. The advantage of Spinnaker ETFs lies in their quantitative approach, while the disadvantage is potential model risk and tracking error.
Financial Performance
Historical Performance: Historical financial performance data for the Spinnaker ETF Series is unavailable.
Benchmark Comparison: Benchmark comparison data for the Spinnaker ETF Series is unavailable.
Expense Ratio: Expense ratio data for the Spinnaker ETF Series is unavailable.
Liquidity
Average Trading Volume
Average trading volume for the Spinnaker ETF Series is unavailable to assess liquidity.
Bid-Ask Spread
Bid-ask spread data for the Spinnaker ETF Series is unavailable to assess trading costs.
Market Dynamics
Market Environment Factors
Market dynamics depend on the specific sector and market conditions influencing the underlying holdings of each ETF within the Spinnaker ETF Series.
Growth Trajectory
Growth trends and patterns are dependent on the specific ETFs within the series and their individual strategies. Information unavailable.
Moat and Competitive Advantages
Competitive Edge
Spinnaker ETF Seriesu2019 competitive edge lies in its quantitative investment strategies which aim to provide alpha relative to traditional market-cap weighted indices. The factor-based approach seeks to identify undervalued or high-momentum stocks based on proprietary models. This can lead to potentially higher returns but also exposes investors to model risk. A niche focus on specific market segments can also differentiate the ETFs, potentially leading to targeted outperformance.
Risk Analysis
Volatility
Volatility assessment for the Spinnaker ETF Series is unavailable.
Market Risk
Market risk depends on the underlying assets of each ETF within the Spinnaker ETF Series, which may include sector-specific, market-cap, or factor-related risks.
Investor Profile
Ideal Investor Profile
The ideal investor profile would be someone seeking targeted equity exposure with a preference for quantitative strategies. Investors should be comfortable with active management and potential model risk.
Market Risk
Spinnaker ETF Series is suitable for investors seeking potentially higher returns through active management, but is not strictly for passive index followers.
Summary
The Spinnaker ETF Series is designed for investors seeking targeted equity exposure using quantitative strategies. It utilizes factor-based models to identify and select securities, aiming for outperformance compared to traditional indices. Risks include model risk and potential tracking error. Suitability depends on the investor's comfort level with active management and their understanding of the underlying investment strategy. More detailed data on financial performance, market share and AUM would allow a more thorough analysis.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Prompt data limitations
Disclaimers:
The analysis is based on limited information provided in the prompt. Financial data and specific details about Spinnaker ETF Series were not available. This analysis is for informational purposes only and should not be considered investment advice.
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 Spinnaker ETF Series
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets (plus borrowings for investment purposes) in common stocks of companies that the Advisor believes have the potential for growth. These securities may be of any market capitalization.
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.