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Upturn AI SWOT - About
ATAC US Rotation ETF (RORO)
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Upturn Advisory Summary
10/23/2025: RORO (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 -11.19% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.36 | 52 Weeks Range 14.15 - 18.33 | Updated Date 06/29/2025 |
52 Weeks Range 14.15 - 18.33 | Updated Date 06/29/2025 |
Upturn AI SWOT
ATAC US Rotation ETF
ETF Overview
Overview
The ATAC US Rotation ETF (RORO) aims to provide capital appreciation by strategically rotating among US equity sectors based on relative strength and momentum factors.
Reputation and Reliability
ATAC Funds, the issuer, is a relatively smaller firm known for its tactical allocation ETFs.
Management Expertise
ATAC Funds employs a team with experience in quantitative analysis and active management.
Investment Objective
Goal
To provide capital appreciation by dynamically allocating across US equity sectors.
Investment Approach and Strategy
Strategy: The ETF employs a relative strength and momentum-based strategy to rotate among US equity sectors, aiming to outperform the broad market.
Composition The ETF holds a mix of sector-specific ETFs, rebalancing based on the fund's proprietary model.
Market Position
Market Share: RORO has a relatively small market share within the tactical allocation ETF category.
Total Net Assets (AUM): 104392019
Competitors
Key Competitors
- DALI
- FALCON
- IVOL
Competitive Landscape
The tactical allocation ETF market is competitive, with larger players dominating. RORO distinguishes itself through its specific rotation methodology, but faces challenges in attracting AUM due to its smaller size and performance relative to benchmarks. Advantages include its dynamic allocation and potential for outperformance in specific market environments. A disadvantage is the higher turnover and potential for underperformance during periods of sector correlation.
Financial Performance
Historical Performance: Historical performance varies depending on the market cycle and the effectiveness of the rotation strategy.
Benchmark Comparison: Performance is often compared to broad market indices like the S&P 500, but a more relevant benchmark would be a tactical allocation index.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
The average trading volume is moderate, which can affect trading costs for larger transactions.
Bid-Ask Spread
The bid-ask spread is typically moderate, but may widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and sector-specific news influence the relative performance of different sectors, affecting RORO's strategy.
Growth Trajectory
Growth is dependent on the fund's ability to consistently identify and capitalize on sector rotations, potentially leading to improved returns.
Moat and Competitive Advantages
Competitive Edge
RORO's competitive edge lies in its proprietary sector rotation model, which aims to systematically identify and capitalize on market trends. The ETF uses a relative strength and momentum approach to reallocate investments, potentially leading to superior risk-adjusted returns. The focused investment approach is advantageous during times of market volatility. A disadvantage is that the strategy may not be as effective when sector leadership is unclear or when market trends are less pronounced.
Risk Analysis
Volatility
Volatility can be influenced by the frequency of sector rotations and the volatility of the underlying sector ETFs.
Market Risk
Market risk is tied to the performance of the US equity market and the specific sectors in which the ETF invests.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking capital appreciation through tactical allocation and is comfortable with potentially higher turnover and moderate risk.
Market Risk
RORO is best suited for investors who understand tactical allocation strategies and are looking for potentially higher returns than passive index investing.
Summary
ATAC US Rotation ETF (RORO) offers a dynamic approach to investing by rotating among US equity sectors based on relative strength and momentum. Its performance depends heavily on the effectiveness of its proprietary model and the prevailing market conditions. While RORO provides a unique investment strategy, its smaller size and competition from larger tactical allocation ETFs pose challenges. Investors should carefully consider its expense ratio, trading volume, and historical performance before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- ATAC Funds Website
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and 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 ATAC US Rotation 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 the fund's net assets, plus borrowings for investment purposes, will be invested in (i) securities that are traded principally in the United States, (ii) securities issued or guaranteed by the U.S. government, its agencies, or instrumentalities, or (iii) ETFs that invest, under normal circumstances, at least 80% of their net assets, plus borrowings for investment purposes, in the foregoing securities.
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