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Upturn AI SWOT - About
Series Portfolios Trust (SCAP)
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Upturn Advisory Summary
08/14/2025: SCAP (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 0.15% | Avg. Invested days 45 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 27.00 - 37.08 | Updated Date 06/30/2025 |
52 Weeks Range 27.00 - 37.08 | Updated Date 06/30/2025 |
Upturn AI SWOT
Series Portfolios Trust
ETF Overview
Overview
Series Portfolios Trust is a US ETF provider that offers diverse investment solutions, focusing on specific market sectors, asset classes, and investment strategies to meet various investor needs.
Reputation and Reliability
Series Portfolios Trust is a reputable issuer known for offering a variety of niche ETFs with targeted exposures.
Management Expertise
The management team has experience in structuring and managing ETFs across different asset classes.
Investment Objective
Goal
The primary investment goal of Series Portfolios Trust is to provide investors with targeted exposure to specific segments of the market.
Investment Approach and Strategy
Strategy: ETF Series Portfolios Trust aims to track specific sectors or investment themes using a diverse range of assets.
Composition The ETF holds a mix of assets, primarily stocks, carefully selected to achieve its investment objective.
Market Position
Market Share: Data unavailable to the AI as it requires real-time market data access.
Total Net Assets (AUM): Data unavailable to the AI as it requires real-time market data access.
Competitors
Key Competitors
- IVV
- SPY
- VOO
Competitive Landscape
The ETF industry is highly competitive with numerous providers offering similar products. Series Portfolios Trust competes by offering specialized or niche ETFs. Advantages include targeted exposure, while disadvantages may include lower liquidity compared to larger ETFs.
Financial Performance
Historical Performance: Historical performance data is unavailable as it requires API or real-time data access.
Benchmark Comparison: Benchmark comparison data is unavailable as it requires API or real-time data access.
Expense Ratio: Expense ratio data is unavailable as it requires API or real-time data access.
Liquidity
Average Trading Volume
Average trading volume data is unavailable, requiring real-time data access.
Bid-Ask Spread
Bid-ask spread data is unavailable, requiring real-time data access.
Market Dynamics
Market Environment Factors
Economic indicators, sector-specific growth prospects, and overall market conditions influence the performance of Series Portfolios Trust.
Growth Trajectory
Growth trends depend on the specific ETF within the trust, with strategy and holdings subject to change based on market conditions and investment objectives.
Moat and Competitive Advantages
Competitive Edge
Series Portfolios Trust offers specialized ETFs, providing targeted exposure to niche market segments. These ETFs provide investors with access to specific sectors or investment themes. A key advantage is the focused strategy that differs from broad-based ETFs. This focus can attract investors seeking concentrated exposure.
Risk Analysis
Volatility
Historical volatility data is unavailable as it requires API or real-time data access.
Market Risk
The underlying assets of Series Portfolios Trust are subject to market risk, including fluctuations in stock prices and changes in sector-specific conditions.
Investor Profile
Ideal Investor Profile
The ideal investor for Series Portfolios Trust is one seeking targeted exposure to specific market segments and who understands the risks and opportunities associated with niche investments.
Market Risk
Series Portfolios Trust may be suitable for long-term investors seeking specific sector exposure as well as active traders looking to capitalize on short-term market movements.
Summary
Series Portfolios Trust provides targeted ETF investment opportunities. Its success is contingent on specific ETFu2019s market sector and investor risk tolerance. Specialized investment products can provide a high-value to specific segment investment need. It requires deep knowledge of that sector, as well as understanding associated fees for ETFs, and could be more suitable for active traders.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered as financial advice. Investment decisions should be based on thorough research and consultation with a financial advisor. Market data is subject to change and may not be accurate.
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 Series Portfolios Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund, under normal conditions, invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities of small-capitalization companies. It defines small-capitalization companies as those companies with a market capitalization, at the time of initial investment, that is within or below the range of companies in the Russell 2000® 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.