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Upturn AI SWOT - About
VictoryShares Small Cap Free Cash Flow ETF (SFLO)
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Upturn Advisory Summary
08/14/2025: SFLO (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 -9.7% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.40 - 28.52 | Updated Date 06/30/2025 |
52 Weeks Range 20.40 - 28.52 | Updated Date 06/30/2025 |
Upturn AI SWOT
VictoryShares Small Cap Free Cash Flow ETF
ETF Overview
Overview
The VictoryShares Small Cap Free Cash Flow ETF (SFLO) seeks to provide investment results that closely correspond, before fees and expenses, to the performance of the VictoryShares Small Cap Free Cash Flow Index. The fund primarily invests in small-cap U.S. companies with positive free cash flow.
Reputation and Reliability
VictoryShares is a brand under Victory Capital Management Inc., which has a solid reputation and a long track record in asset management.
Management Expertise
Victory Capital has a team of experienced investment professionals with expertise in quantitative and fundamental analysis.
Investment Objective
Goal
To provide investment results that closely correspond, before fees and expenses, to the performance of the VictoryShares Small Cap Free Cash Flow Index.
Investment Approach and Strategy
Strategy: The ETF tracks the VictoryShares Small Cap Free Cash Flow Index, which selects companies based on their free cash flow yield.
Composition The ETF primarily holds common stock of small-capitalization companies in the United States.
Market Position
Market Share: Insufficient data to provide a reliable market share percentage.
Total Net Assets (AUM): 121738448
Competitors
Key Competitors
- IJR
- VIOO
- SCHA
Competitive Landscape
The small-cap ETF market is highly competitive, with several large players. SFLO distinguishes itself by focusing on free cash flow, potentially offering a more value-oriented approach. However, it faces stiff competition from larger, more liquid ETFs like IJR, VIOO and SCHA. These funds offer broader market exposure while SFLO is more selective. SFLO may outperform during value-driven markets, however is potentially less diversified.
Financial Performance
Historical Performance: Requires historical data to present accurate performance figures. [Requires Data]
Benchmark Comparison: Requires historical data to provide accurate benchmark comparisons. [Requires Data]
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume is moderate, potentially affecting ease of trade execution.
Bid-Ask Spread
The bid-ask spread fluctuates with market conditions and volume; expect a moderate spread.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks influence SFLO's performance. Strong economic growth and low interest rates generally favor small-cap stocks.
Growth Trajectory
Growth depends on the performance of its underlying holdings and investor demand for free cash flow-focused strategies. No current or recent changes to strategy and holdings can be noted without specific time-based data.
Moat and Competitive Advantages
Competitive Edge
SFLO's competitive advantage lies in its focus on small-cap companies with positive free cash flow, offering a potentially more resilient investment during economic downturns. This niche focus differentiates it from broader small-cap ETFs. The strategy aims to identify companies with sustainable cash generation, potentially leading to long-term value creation. However, this targeted approach may also limit diversification compared to broader market ETFs.
Risk Analysis
Volatility
Small-cap stocks are generally more volatile than large-cap stocks. Expect moderate to high volatility.
Market Risk
SFLO is subject to market risk, particularly the risk associated with small-cap stocks and sector concentration. Adverse economic conditions may particularly affect the performance of these companies.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to small-cap companies with a focus on free cash flow may find SFLO suitable. Investors with a long-term investment horizon and a tolerance for moderate volatility are ideal.
Market Risk
SFLO may be suitable for long-term investors seeking targeted exposure to small-cap stocks with strong financials. It is less suitable for active traders due to potential liquidity constraints.
Summary
VictoryShares Small Cap Free Cash Flow ETF (SFLO) provides targeted exposure to small-cap U.S. companies with positive free cash flow. Its focus on free cash flow offers a value-oriented approach that distinguishes it from broader market small-cap ETFs. While this targeted approach might provide downside protection during specific cycles, it may limit diversification, it is best suited for long-term investors with moderate risk tolerance. Investors should consider the expense ratio, trading volume, and bid-ask spread before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- VictoryShares website
- ETF.com
- Morningstar
Disclaimers:
This analysis is based on available information and is not financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
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 VictoryShares Small Cap Free Cash Flow ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its assets in securities in the Index and at least 80% of its assets in equity securities with small market capitalizations. The index is designed to deliver exposure to equity securities of U.S. issuers within the Parent Index that have high free cash flow yields.
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.