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SMCO
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Hilton Small-MidCap Opportunity ETF (SMCO)

Upturn stock ratingUpturn stock rating
$26.38
Last Close (24-hour delay)
Profit since last BUY6.8%
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Consider higher Upturn Star rating
BUY since 65 days
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Upturn Advisory Summary

08/14/2025: SMCO (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 -8.81%
Avg. Invested days 34
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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Hilton Small-MidCap Opportunity ETF

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

Hypothetical issuer with a developing reputation in providing specialized ETFs. Reliability is moderate, with a focus on transparency and investor education.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.