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Upturn AI SWOT - About
AAM Sawgrass U.S. Small Cap Quality Growth ETF (SAWS)
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Upturn Advisory Summary
08/14/2025: SAWS (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 7.06% | Avg. Invested days 61 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 16.75 - 21.77 | Updated Date 06/28/2025 |
52 Weeks Range 16.75 - 21.77 | Updated Date 06/28/2025 |
Upturn AI SWOT
AAM Sawgrass U.S. Small Cap Quality Growth ETF
ETF Overview
Overview
The AAM Sawgrass U.S. Small Cap Quality Growth ETF seeks long-term capital appreciation by investing in a portfolio of U.S. small-cap companies exhibiting quality and growth characteristics. It focuses on identifying companies with strong financials and growth potential within the small-cap universe.
Reputation and Reliability
AAM is a smaller player in the ETF market but offers specialized investment strategies. Their reputation is still developing relative to larger ETF providers.
Management Expertise
Details regarding the management team's specific experience with small-cap quality growth investing are not widely available but should be researched.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in U.S. small-cap quality growth stocks.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index. It employs a proprietary, quantitative methodology to select and weight stocks based on quality and growth metrics.
Composition Primarily holds stocks of U.S. small-cap companies.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): Information not provided.
Competitors
Key Competitors
- IWM
- SLY
- VB
- VIOO
Competitive Landscape
The small-cap ETF market is highly competitive with established players like IWM and VB dominating. The AAM ETF differentiates itself through its focus on quality and growth factors but faces the challenge of attracting assets from larger, more established funds. Its advantage is a potentially higher-quality portfolio, but the disadvantage is a smaller AUM and less liquidity compared to its competitors.
Financial Performance
Historical Performance: Historical performance data is not provided and should be obtained from financial data providers for accurate analysis.
Benchmark Comparison: Performance should be compared to the Russell 2000 Growth Index or similar benchmarks to assess effectiveness.
Expense Ratio: Information not provided.
Liquidity
Average Trading Volume
Insufficient data is available to assess the average trading volume.
Bid-Ask Spread
Insufficient data is available to determine the typical bid-ask spread.
Market Dynamics
Market Environment Factors
Economic indicators impacting small-cap companies, sector growth prospects within the small-cap universe, and overall market conditions influence the AAM ETF's performance.
Growth Trajectory
Further details about the growth trends and potential changes to the strategy and holdings of the ETF would provide a comprehensive analysis.
Moat and Competitive Advantages
Competitive Edge
The AAM Sawgrass ETF's competitive advantage lies in its proprietary, quantitative methodology for selecting small-cap stocks with quality and growth characteristics. This focus on financial health and growth potential differentiates it from broader small-cap ETFs. The potential downside to the strategy is underperformance if the quality and growth factors are out of favor in the market. The benefit is potentially higher risk-adjusted returns over the long term if the strategy is successful.
Risk Analysis
Volatility
Historical volatility data is not provided, and its volatility depends on the market condition and selection of underlying small cap stocks.
Market Risk
Small-cap stocks are generally more volatile than large-cap stocks and are subject to specific risks associated with smaller companies, such as liquidity risk and business risk.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation, comfortable with the volatility of small-cap stocks, and believe in the quality and growth factor-based investment approach.
Market Risk
Suitable for long-term investors willing to accept higher volatility in exchange for potentially higher returns.
Summary
The AAM Sawgrass U.S. Small Cap Quality Growth ETF offers exposure to U.S. small-cap companies with strong quality and growth characteristics. It utilizes a proprietary, quantitative methodology for stock selection. Investors should be aware of the risks associated with small-cap investing and carefully consider the ETF's investment strategy and expense ratio. Due diligence of the ETF and its investment strategy is highly recommended as data is limited.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF provider website
- Financial data providers
- Investment research reports
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investment decisions should be made based on your individual circumstances and risk tolerance. 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 AAM Sawgrass U.S. Small Cap Quality Growth ETF
Exchange NYSE ARCA | 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 invests in U.S.-listed equity securities of small-capitalization companies. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in U.S.-listed small-capitalization companies.
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.