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SMCO
Upturn stock rating

Hilton Small-MidCap Opportunity ETF (SMCO)

Upturn stock rating
$27.52
Last Close (24-hour delay)
Profit since last BUY11.42%
upturn advisory
Consider higher Upturn Star rating
BUY since 115 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
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Upturn Advisory Summary

10/24/2025: 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 -4.87%
Avg. Invested days 44
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/24/2025

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

ai summary icon Upturn AI SWOT

Hilton Small-MidCap Opportunity ETF

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

Information about the issuer's reputation and track record is not available without a ticker symbol or fund details.

reliability logo Management Expertise

Information about the management team's expertise is not available without a ticker symbol or fund details.

Investment Objective

overview logo 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

overview logo 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.

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

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

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

Upturn 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.