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Upturn AI SWOT - About
Astoria US Quality Kings ETF (ROE)
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Upturn Advisory Summary
08/14/2025: ROE (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 22.37% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 25.38 - 32.21 | Updated Date 06/30/2025 |
52 Weeks Range 25.38 - 32.21 | Updated Date 06/30/2025 |
Upturn AI SWOT
Astoria US Quality Kings ETF
ETF Overview
Overview
The Astoria US Quality Kings ETF (ROYA) is an actively managed ETF that focuses on investing in a portfolio of high-quality US companies. It seeks to generate long-term capital appreciation by selecting companies based on factors like profitability, strong balance sheets, and consistent dividend growth.
Reputation and Reliability
Astoria Portfolio Advisors is a registered investment advisor known for its research-driven approach and innovative ETF offerings.
Management Expertise
The management team at Astoria Portfolio Advisors has extensive experience in portfolio management, research, and ETF development.
Investment Objective
Goal
To generate long-term capital appreciation through investments in high-quality U.S. companies.
Investment Approach and Strategy
Strategy: The fund uses an active management approach to identify and invest in companies with strong financial characteristics.
Composition The ETF primarily holds stocks of U.S. companies that exhibit high quality characteristics such as strong profitability, stable earnings, and dividend growth.
Market Position
Market Share: Data not readily available for a precise market share, given the specific active management style.
Total Net Assets (AUM): 46523876
Competitors
Key Competitors
- QUAL
- SPHQ
- QDF
- DGRW
Competitive Landscape
The ETF industry is highly competitive, with numerous ETFs targeting quality and dividend growth strategies. ROYA competes with established ETFs, requiring it to demonstrate superior stock selection and risk management. The advantage of ROYA comes with a very experienced team but disadvantage may come from its small size.
Financial Performance
Historical Performance: Historical financial performance data is limited due to the ETF's relatively recent inception. Consult fund factsheet for up-to-date return information.
Benchmark Comparison: Performance should be compared against relevant quality and dividend-focused indices, but is dependent on the time period under consideration.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
Average trading volume can vary, so real-time data should be consulted to assess current liquidity conditions.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading the ETF, which can fluctuate depending on market conditions and trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific trends influence the performance of quality and dividend-paying stocks.
Growth Trajectory
Changes to strategy and holdings can impact ROYA. Monitor fund updates from Astoria for portfolio changes.
Moat and Competitive Advantages
Competitive Edge
ROYA's competitive advantages could stem from Astoria's proprietary research, stock selection process, and active management style, aiming to identify high-quality companies that are undervalued by the market. By leveraging a deep understanding of financial fundamentals and industry trends, the ETF seeks to generate alpha and outperform passive benchmarks over the long term. This approach offers investors a differentiated strategy focused on sustainable dividend growth and capital appreciation. However, the ETF does have a small AUM and thus may be viewed as a small ETF.
Risk Analysis
Volatility
Volatility should be assessed using historical price data and compared to benchmark indices.
Market Risk
Market risk includes the potential for declines in the value of underlying stocks due to economic downturns, industry-specific challenges, or company-specific issues.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation through a portfolio of high-quality U.S. companies with a focus on dividend growth.
Market Risk
The ETF is suitable for long-term investors seeking a core portfolio holding with an active management strategy.
Summary
Astoria US Quality Kings ETF (ROYA) is an actively managed ETF focused on high-quality U.S. companies. It aims for long-term capital appreciation using a selection process focused on profitability and dividend growth. The fund offers investors exposure to companies with strong financial characteristics and dividend-paying potential. Its performance is closely tied to the success of its active management strategy and the overall health of the U.S. equity market. Investors should consider their risk tolerance and investment horizon when evaluating ROYA.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Astoria Portfolio Advisors Website
- ETF Database
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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 Astoria US Quality Kings ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in common stock principally traded in the U.S. The fund seeks to invest in companies that exhibit robust quality characteristics across sectors, with attractive valuations and dividend paying potential, as determined by the fund"s sub-adviser.
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.