
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Hilton Small-MidCap Opportunity ETF (SMCO)

- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/24/2025: SMCO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit -4.87% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |
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
The Hilton Small-MidCap Opportunity ETF aims to provide investors with capital appreciation by investing primarily in small- and mid-capitalization U.S. companies. The fund seeks to identify companies with strong growth potential and attractive valuations.
Reputation and Reliability
Information about the issuer's reputation and track record is not available without a ticker symbol or fund details.
Management Expertise
Information about the management team's expertise is not available without a ticker symbol or fund details.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in small- and mid-capitalization U.S. companies.
Investment Approach and Strategy
Strategy: The ETF likely employs a strategy that focuses on identifying undervalued or high-growth potential small- and mid-cap stocks. Further details are not available without a ticker symbol or fund details.
Composition The ETF's assets will primarily consist of common stocks of small- and mid-cap U.S. companies.
Market Position
Market Share: Market share data is unavailable without a specific ticker symbol or fund details for Hilton Small-MidCap Opportunity ETF.
Total Net Assets (AUM): Total net assets (AUM) are unavailable without a specific ticker symbol or fund details for Hilton Small-MidCap Opportunity ETF.
Competitors
Key Competitors
Competitive Landscape
Without a specific ticker symbol, a competitive landscape assessment is not possible. The small- and mid-cap ETF market is highly competitive, with numerous providers offering similar investment strategies.
Financial Performance
Historical Performance: Historical performance data is unavailable without a specific ticker symbol or fund details for Hilton Small-MidCap Opportunity ETF.
Benchmark Comparison: Benchmark comparison data is unavailable without a specific ticker symbol or fund details for Hilton Small-MidCap Opportunity ETF.
Expense Ratio: Expense ratio data is unavailable without a specific ticker symbol or fund details for Hilton Small-MidCap Opportunity ETF.
Liquidity
Average Trading Volume
Average trading volume cannot be assessed without a specific ticker symbol for Hilton Small-MidCap Opportunity ETF.
Bid-Ask Spread
The bid-ask spread cannot be determined without a specific ticker symbol for Hilton Small-MidCap Opportunity ETF.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions all influence the performance of small- and mid-cap stocks. Specific analysis for Hilton Small-MidCap Opportunity ETF is not possible without a ticker symbol.
Growth Trajectory
Information regarding growth trends or changes to strategy and holdings is not available without a ticker symbol or further details.
Moat and Competitive Advantages
Competitive Edge
Without knowing the specific investment strategy or holdings, a detailed assessment of the ETF's competitive advantages is not possible. Potential advantages could include a unique stock selection process, lower expense ratio, or superior risk-adjusted returns compared to peers, which requires knowing the ticker to compare.
Risk Analysis
Volatility
Assessing the ETF's historical volatility is not possible without a ticker symbol or fund details for Hilton Small-MidCap Opportunity ETF.
Market Risk
Small- and mid-cap stocks are generally considered to be more volatile than large-cap stocks, exposing the fund to increased market risk. Sector-specific risks also exist depending on the fund's holdings. Further analysis is not possible without a ticker.
Investor Profile
Ideal Investor Profile
The ideal investor profile for this ETF would be those seeking long-term capital appreciation and comfortable with the higher volatility associated with small- and mid-cap stocks. The investor should understand market fluctuation.
Market Risk
This ETF is best suited for long-term investors who have a higher risk tolerance and are looking for potential growth in their portfolio.
Summary
The Hilton Small-MidCap Opportunity ETF aims to provide capital appreciation through investment in small- and mid-capitalization U.S. companies. Due to the nature of small and mid-cap stocks, it is likely to have higher volatility. The ETF would most likely suit long-term investors with high risk tolerance. Specific details about the ETF's performance, holdings, and fees require a ticker symbol or fund details.
Peer Comparison
Sources and Disclaimers
Data Sources:
- General knowledge of ETF investing.
- Publicly available information on ETF investing principles.
- Assumptions based on the stated investment objective.
Disclaimers:
The analysis provided is based on the limited information available and general knowledge of ETF investing. This is not financial advice. Consult with a qualified financial advisor before making any investment decisions. Information is hypothetical and for illustrative purposes only.
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.

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.
Home 

