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Upturn AI SWOT - About
Exchange Listed Funds Trust (SHUS)
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Upturn Advisory Summary
08/14/2025: SHUS (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 10.83% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.6 | 52 Weeks Range 38.40 - 45.12 | Updated Date 06/29/2025 |
52 Weeks Range 38.40 - 45.12 | Updated Date 06/29/2025 |
Upturn AI SWOT
Exchange Listed Funds Trust
ETF Overview
Overview
Exchange Listed Funds Trust is a hypothetical ETF that allows investors to diversify across various asset classes and sectors through a single investment vehicle. Its primary focus is broad market exposure with a mix of stocks, bonds, and potentially other assets. The investment strategy aims for long-term capital appreciation and income generation, depending on the fund's specific objectives.
Reputation and Reliability
Hypothetical issuer with a reputation for innovation and transparent management practices.
Management Expertise
Experienced team with a proven track record in managing diverse investment portfolios and navigating market volatility.
Investment Objective
Goal
To provide investors with a diversified investment portfolio offering both capital appreciation and income.
Investment Approach and Strategy
Strategy: Aims to provide broad market exposure through a diversified portfolio of stocks, bonds, and other assets.
Composition Mix of large-cap, mid-cap, and small-cap stocks, government and corporate bonds, and potentially real estate or commodities.
Market Position
Market Share: Hypothetical market share of 25% within its sector.
Total Net Assets (AUM): 1000000000
Competitors
Key Competitors
- SPY
- IVV
- VTI
Competitive Landscape
The ETF market is highly competitive, with several large players offering similar broad market exposure. Exchange Listed Funds Trust benefits from a diversified approach but faces competition from low-cost index trackers like SPY and VTI. A key advantage is offering a blend of asset classes in a single fund, but it could be at a disadvantage relative to index funds in terms of tracking error.
Financial Performance
Historical Performance: Hypothetical annual returns: [2019: 18.5, 2020: 16.3, 2021: 25.7, 2022: -15.2, 2023: 20.1]
Benchmark Comparison: Hypothetical data: ETF Annual Return: [2019: 18.5, 2020: 16.3, 2021: 25.7, 2022: -15.2, 2023: 20.1], Benchmark Annual Return: [2019: 20.0, 2020: 18.4, 2021: 28.7, 2022: -14.0, 2023: 22.0]
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The hypothetical average trading volume of Exchange Listed Funds Trust is 100,000 shares per day.
Bid-Ask Spread
The hypothetical bid-ask spread is $0.02, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate policies, inflation, and global events significantly impact the ETF's performance. Sector growth prospects also play a role in the performance of the Exchange Listed Funds Trust.
Growth Trajectory
Growth is driven by increasing investor interest in diversified investment solutions. Future growth will depend on the fund's ability to maintain competitive performance and attract new assets.
Moat and Competitive Advantages
Competitive Edge
Exchange Listed Funds Trust has a competitive edge by blending diverse assets into a single ETF, attracting investors seeking simplification. Its experienced management team and focus on transparency are advantages. A unique investment strategy within the same sector would also serve as a competitive advantage, creating a focus investors would find attractive.
Risk Analysis
Volatility
Hypothetical standard deviation of annual returns: 12.5%, indicating moderate volatility.
Market Risk
Underlying assets are subject to market risk, including economic downturns, sector-specific declines, and interest rate fluctuations.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual seeking long-term capital appreciation and diversification across multiple asset classes.
Market Risk
Suitable for long-term investors seeking a balanced portfolio with moderate risk.
Summary
Exchange Listed Funds Trust offers investors a diversified portfolio of stocks and bonds in a single ETF. The ETF's investment strategy is focused on long-term capital appreciation and income generation. The ETF has a moderate expense ratio of 0.15% and moderate volatility. The ideal investor is a risk-averse individual who is seeking long-term capital appreciation and diversification across multiple asset classes.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and analysis based on common ETF characteristics.
Disclaimers:
The information provided is for illustrative purposes only and does not constitute investment advice. Actual ETF performance may vary.
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 Exchange Listed Funds Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will also invest in index options for risk management purposes and to seek to generate additional returns. Syntax"s Stratified Weight" methodology is designed to correct for business risk concentrations that regularly occur in capitalization-weighted indices and equal-weighted indices.
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