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Hilton Small-MidCap Opportunity ETF (SMCO)



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Upturn Advisory Summary
08/14/2025: SMCO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit -8.81% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 20.71 - 27.43 | Updated Date 06/30/2025 |
52 Weeks Range 20.71 - 27.43 | Updated Date 06/30/2025 |
Upturn AI SWOT
Hilton Small-MidCap Opportunity ETF
ETF Overview
Overview
Hypothetical ETF focused on providing exposure to small and mid-capitalization companies with significant growth opportunities. The ETF aims to outperform broad market indices by selecting companies demonstrating strong potential for expansion and innovation.
Reputation and Reliability
Hypothetical issuer with a developing reputation in providing specialized ETFs. Reliability is moderate, with a focus on transparency and investor education.
Management Expertise
Hypothetical management team composed of experienced portfolio managers and analysts specializing in small-to-mid cap equities. They have a proven track record of identifying high-growth companies.
Investment Objective
Goal
Achieve long-term capital appreciation by investing in a diversified portfolio of small and mid-cap companies with high growth potential.
Investment Approach and Strategy
Strategy: Active management strategy focused on identifying undervalued companies with strong earnings growth and potential for market leadership.
Composition Primarily holds common stocks of U.S. small and mid-capitalization companies across various sectors. May include a small allocation to cash or other liquid assets.
Market Position
Market Share: Hypothetical ETF with a developing market share in the small-mid cap space.
Total Net Assets (AUM): 50000000
Competitors
Key Competitors
- IWM
- IJH
- XJH
Competitive Landscape
The small-mid cap ETF market is highly competitive with established players holding significant market share. Hilton faces challenges in gaining traction due to its relatively new status. Hilton differentiates itself through its active management strategy that targets specific growth opportunities, potentially leading to higher returns but also increased risk compared to passive competitors.
Financial Performance
Historical Performance: Hypothetical data: 1-year return: 15.0, 3-year return: 12.0, 5-year return: 10.0. (Returns are hypothetical and for illustrative purposes only).
Benchmark Comparison: The ETF aims to outperform the Russell 2500 Index. Historical outperformance varies depending on market conditions and stock selection effectiveness.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
The ETF's average trading volume is moderately liquid, which can affect the ease of buying or selling shares.
Bid-Ask Spread
The bid-ask spread is moderate, reflecting the liquidity and trading activity of the ETF.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small and mid-cap companies significantly affect Hilton Small-MidCap Opportunity ETF.
Growth Trajectory
The ETF's growth trajectory depends on the ability of its active management strategy to identify and capitalize on emerging growth trends within the small-mid cap market. Strategic adjustments to sector allocation are made based on market conditions.
Moat and Competitive Advantages
Competitive Edge
Hilton Small-MidCap Opportunity ETF aims to provide superior returns by capitalizing on overlooked opportunities in the small-mid cap market through active management and rigorous research-driven stock selection, differentiating itself by focusing on specific growth areas. This strategy allows the fund to potentially outperform passively managed ETFs, targeting higher alpha and generating greater value for investors. By leveraging its team's expertise, the ETF hopes to create a strong track record of outperformance in a competitive landscape.
Risk Analysis
Volatility
The ETF experiences moderate to high volatility due to its focus on small and mid-cap companies, which are inherently riskier than large-cap stocks.
Market Risk
The ETF is subject to market risk associated with fluctuations in the overall stock market and specific risks related to the small and mid-cap sectors, including lower trading volumes and sensitivity to economic downturns.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation with a moderate to high risk tolerance. Suitable for those comfortable with the volatility associated with small and mid-cap companies.
Market Risk
Best suited for long-term investors seeking growth potential and willing to accept higher risk levels.
Summary
The Hilton Small-MidCap Opportunity ETF is a hypothetical actively managed fund targeting long-term capital appreciation by investing in small and mid-cap companies with growth potential. It aims to outperform broad market indices through rigorous stock selection, offering investors exposure to potentially high-growth businesses. However, its active management approach and focus on smaller companies carry higher risks and volatility. Investors should consider their risk tolerance and investment horizon when evaluating this ETF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and analysis based on general ETF market knowledge.
Disclaimers:
The information provided is for illustrative purposes only and should not be considered investment advice. Hypothetical data may not reflect actual future performance. Consult 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 Hilton Small-MidCap Opportunity ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The Sub-Adviser uses its proprietary Small & Mid Cap Opportunities investment process ("SMCO Process") to seek risk-adjusted returns by investing in U.S. equity securities within the small- and mid-cap asset classes. The fund"s portfolio will typically consist of between 50-75 stocks. The fund"s portfolio will consistently consist of stocks that the Sub-Adviser deems fundamentally attractive and reasonably valued. Under normal circumstances, at least 80% of the fund"s net assets, plus borrowings for investment purposes, will be invested in equity securities of small- and mid-capitalization companies.

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