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Upturn AI SWOT - About
Series Portfolios Trust (SCAP)
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Upturn Advisory Summary
10/24/2025: SCAP (1-star) is currently NOT-A-BUY. Pass it for now.
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 0.66% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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
ETF Series Portfolios Trust offers a variety of passively managed ETFs tracking different market segments. The focus is on providing investors with diversified exposure to specific asset classes or investment strategies.
Reputation and Reliability
The issuer's reputation depends on the specific ETF within the series. Research is needed on the individual ETF's track record.
Management Expertise
Management expertise varies depending on the individual ETF and its investment objective. Due diligence is recommended.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the Series Portfolios Trust. It could be tracking an index, providing income, or capital appreciation.
Investment Approach and Strategy
Strategy: The ETF Series Portfolios Trust primarily employs a passive investment strategy, aiming to replicate the performance of underlying indices or asset classes.
Composition The composition varies depending on the individual ETF. Holdings can include stocks, bonds, commodities, or a combination.
Market Position
Market Share: Market share data is unavailable without specifying a particular ETF within the Series Portfolios Trust.
Total Net Assets (AUM): The total assets under management vary significantly depending on the individual ETF within the Series Portfolios Trust.
Competitors
Key Competitors
- SPY
- IVV
- VTI
- QQQ
- IWM
Competitive Landscape
The competitive landscape is intense, with numerous established ETF providers. Series Portfolios Trust's advantages might include niche market focus or lower expense ratios on specific offerings. Disadvantages may be limited brand recognition compared to larger providers.
Financial Performance
Historical Performance: Historical performance depends on the individual ETF. Refer to specific ETF factsheets for performance data.
Benchmark Comparison: Benchmark comparison depends on the individual ETF. Refer to specific ETF factsheets for benchmark data.
Expense Ratio: The expense ratio depends on the individual ETF. Refer to specific ETF factsheets for expense ratio data.
Liquidity
Average Trading Volume
The average trading volume depends on the specific ETF within the series and can vary significantly.
Bid-Ask Spread
The bid-ask spread depends on the specific ETF within the series and can influence trading costs.
Market Dynamics
Market Environment Factors
Market dynamics depend on the underlying assets and sector exposure of the specific ETF within the Series Portfolios Trust.
Growth Trajectory
Growth trends and patterns depend on the specific ETF and its investment mandate.
Moat and Competitive Advantages
Competitive Edge
Series Portfolios Trust's competitive edge may stem from offering exposure to specific, less-covered market segments. It aims to provide cost-effective access to a wide range of investment strategies. The key is to find the right ETF that meets each investor's specific requirements and risk tolerance. A thorough understanding of the market and careful analysis is important before investing.
Risk Analysis
Volatility
Volatility depends on the underlying assets of the specific ETF within the Series Portfolios Trust.
Market Risk
Market risk depends on the specific asset classes and sectors to which the ETF is exposed.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the specific ETF. It could be for investors seeking broad market exposure, income, or exposure to specific sectors.
Market Risk
Suitability depends on the specific ETF. Some may be suitable for long-term investors, while others may be better suited for active traders.
Summary
Series Portfolios Trust offers a collection of diverse ETFs, each with a unique investment objective and focus. Investors should carefully analyze each ETF within the series to determine its suitability for their investment goals and risk tolerance. The ETFs are primarily passively managed, aiming to track the performance of underlying indices. They can provide exposure to a variety of asset classes and sectors, depending on the specific fund.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- ETF Provider Websites
- Financial News Outlets
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. 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 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.