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Upturn AI SWOT - About
Guinness Atkinson Funds (SOLR)
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Upturn Advisory Summary
08/14/2025: SOLR (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 -3.26% | Avg. Invested days 37 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.34 | 52 Weeks Range 20.69 - 29.41 | Updated Date 06/29/2025 |
52 Weeks Range 20.69 - 29.41 | Updated Date 06/29/2025 |
Upturn AI SWOT
Guinness Atkinson Funds
ETF Overview
Overview
Guinness Atkinson Funds offer specialized ETFs focused on specific sectors, typically emphasizing dividend-paying companies and sustainable investing. Their strategy involves fundamental research and a focus on long-term value.
Reputation and Reliability
Guinness Atkinson is a boutique investment management firm known for its focused and research-intensive approach.
Management Expertise
The management team possesses significant experience in sector-specific investing and fundamental analysis.
Investment Objective
Goal
To provide investors with exposure to specific sectors through carefully selected companies.
Investment Approach and Strategy
Strategy: Actively managed, focusing on fundamental analysis and sector-specific expertise rather than tracking a broad market index.
Composition Primarily stocks within targeted sectors, potentially including a focus on dividend-paying or sustainable companies depending on the specific ETF.
Market Position
Market Share: Guinness Atkinson Funds typically occupy niche market shares within their respective sectors.
Total Net Assets (AUM): Variable, depending on the specific ETF within the Guinness Atkinson Funds family. Example AUM: 50000000
Competitors
Key Competitors
- Vanguard Dividend Appreciation ETF (VIG)
- Schwab US Dividend Equity ETF (SCHD)
- iShares Global Clean Energy ETF (ICLN)
Competitive Landscape
The ETF industry is highly competitive. Guinness Atkinson Funds differentiate themselves through niche sector focus and fundamental research. However, they face competition from larger, more diversified ETFs with lower expense ratios. The funds' smaller size can be a disadvantage relative to larger competitors, leading to potentially lower liquidity and higher relative costs.
Financial Performance
Historical Performance: Historical performance varies significantly based on the specific ETF and the sector it targets. Needs specific ETF ticker to provide details
Benchmark Comparison: Performance should be compared against relevant sector benchmarks to assess its effectiveness.
Expense Ratio: Variable, depending on the specific ETF; typically higher than passively managed ETFs due to active management. Example ratio: 0.70
Liquidity
Average Trading Volume
Average trading volume varies depending on the specific ETF, but generally is lower than larger, more diversified ETFs.
Bid-Ask Spread
Bid-ask spreads can be wider than more liquid ETFs due to lower trading volume, impacting trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions all affect Guinness Atkinson Funds.
Growth Trajectory
Growth trends depend on the demand for specialized sector exposure; changes in strategy and holdings are actively managed based on research.
Moat and Competitive Advantages
Competitive Edge
Guinness Atkinson Funds' competitive advantages lie in their deep fundamental research and sector-specific expertise, allowing them to identify undervalued companies with strong long-term potential. Their focus on dividend-paying companies can appeal to income-seeking investors. By investing in companies within sustainable or renewable energy sectors, they provide niche focus on specific markets that are typically smaller than larger ETFs. However, these niche strategies are prone to higher volatility and cyclical market conditions.
Risk Analysis
Volatility
Volatility can be higher than broad market ETFs due to the concentrated nature of sector-specific investments.
Market Risk
Risks include sector-specific downturns, regulatory changes, and competitive pressures within the targeted industries.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to specific sectors, particularly those with a focus on dividend income or sustainable investing, who are willing to accept higher volatility.
Market Risk
Suitable for long-term investors with a specific sector outlook, not ideal for active traders or passive index followers.
Summary
Guinness Atkinson Funds offer specialized ETF investment for sector exposure. They require investors with specific outlooks and tolerance for high volatility. The Funds differentiates themselves through in-depth research and expertise. Active management and smaller size can affect the liquidity and expense ratio. Therefore, the fund suits the investors who are seeking for sector investment and who are aware of the risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a 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 Guinness Atkinson Funds
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests, under normal conditions, at least 80% of its net assets in publicly-traded equity securities of sustainable energy companies (both U.S. and non-U.S.). It will invest in companies that the adviser considers to be "Sustainable Energy" companies, which are companies that, in the adviser"s view, generate, produce or provide alternative or renewable sources of energy, or that produce, generate, transport, or deliver energy or energy applications in a way that makes alternative or renewable energy more efficient or accessible or reduces the use of environmentally depletive energy resources.
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.