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EA Series Trust (SEMG)
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Upturn Advisory Summary
10/24/2025: SEMG (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 0.3% | Avg. Invested days 77 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 25.05 - 26.33 | Updated Date 06/9/2025 |
52 Weeks Range 25.05 - 26.33 | Updated Date 06/9/2025 |
Upturn AI SWOT
Suncoast Select Growth ETF
ETF Overview
Overview
It is impossible to provide a detailed overview of a hypothetical ETF EA Series Trust without a specific fund mandate, investment strategy, and actual fund information. This response will be filled with generic information.
Reputation and Reliability
Assuming the issuer is a reputable firm, they would likely have a solid track record in managing ETFs and other investment products.
Management Expertise
The management team would likely have extensive experience in investment management and a strong understanding of the target market.
Investment Objective
Goal
The hypothetical investment goal depends on the fund's mandate. It could be capital appreciation, income generation, or tracking a specific index.
Investment Approach and Strategy
Strategy: Assuming it's a tracking ETF, it would replicate the holdings of a specific market index.
Composition The composition would depend on the index it tracks. This could be a mix of stocks, bonds, commodities, or other assets.
Market Position
Market Share: Insufficient information to determine EA Series Trust's market share.
Total Net Assets (AUM): 0
Competitors
Key Competitors
- SPY
- IVV
- VOO
Competitive Landscape
The ETF market is highly competitive, with numerous players offering similar products. The advantage of EA Series Trust depends entirely on its unique strategy, lower fees, or superior performance. Without detailed information on the hypothetical ETF, it is impossible to evaluate these factors.
Financial Performance
Historical Performance: Unable to provide historical performance data due to the hypothetical nature of the ETF.
Benchmark Comparison: Benchmark comparison is not possible without knowing which benchmark the ETF tracks.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
Assuming high average trading volume indicates high liquidity.
Bid-Ask Spread
Assuming that the bid-ask spread is typically narrow, suggesting efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and market conditions would influence the performance of EA Series Trust.
Growth Trajectory
The growth trajectory of EA Series Trust will depend on the fund's investment strategy and overall market conditions.
Moat and Competitive Advantages
Competitive Edge
Without specific information, it is impossible to define EA Series Trust's competitive edge. Potential advantages could be a unique investment strategy, lower expense ratio, or superior management. A niche market focus and innovative investment approach may also differentiate EA Series Trust. These advantages are designed to attract investors and maintain a competitive edge in the market.
Risk Analysis
Volatility
Assessing historical volatility is not possible without historical performance data.
Market Risk
The specific risks depend on the underlying assets. Equity ETFs are subject to market risk, while bond ETFs face interest rate risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile depends on the ETF's investment strategy. It could be suitable for long-term investors, active traders, or passive index followers.
Market Risk
Suitability depends on the investor's risk tolerance and investment goals.
Summary
EA Series Trust is a hypothetical ETF. Assuming it adopts a low-cost investment strategy, it could track a broad market index providing diversification. However, without a clear understanding of the fund's unique holdings, it is challenging to determine its true value proposition. The ETF will appeal to specific investors seeking a particular investment style or strategy. Investors should carefully review the fund's strategy and risks before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Generic ETF Information
Disclaimers:
This analysis is based on hypothetical information. Actual ETF performance may vary significantly.
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 Suncoast Select Growth ETF
Exchange NYSE | 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 employs a disciplined investment approach focused on high-quality U.S. growth companies. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in growth companies. The fund is non-diversified.
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.