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Upturn AI SWOT - About
Elevation Series Trust (SRHR)
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Upturn Advisory Summary
07/03/2025: SRHR (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 6.58% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 47.59 - 59.71 | Updated Date 06/30/2025 |
52 Weeks Range 47.59 - 59.71 | Updated Date 06/30/2025 |
Upturn AI SWOT
Elevation Series Trust
ETF Overview
Overview
The Elevation Series Trust does not exist as a real ETF. Assuming a hypothetical ETF, it would aim to provide investors access to a portfolio of innovative companies within the technology sector, with a focus on sustainable growth and disruptive technologies.
Reputation and Reliability
Hypothetical Issuer: Assumed to be a new entrant in the ETF market, lacking a substantial track record. Further due diligence would be needed before an investment.
Management Expertise
Hypothetical Management Team: Assumed to have a team with experience in technology investing and ETF management.
Investment Objective
Goal
To provide investors with capital appreciation by investing in a portfolio of technology companies with high growth potential.
Investment Approach and Strategy
Strategy: Actively managed, focused on identifying and investing in companies with innovative technologies and strong growth prospects, not tracking a specific index.
Composition Primarily stocks of technology companies, including software, hardware, semiconductors, and emerging technology areas like AI and cloud computing.
Market Position
Market Share: Hypothetical: As a new ETF, market share would be starting near 0% and growth depends on investor adoption and performance relative to benchmarks.
Total Net Assets (AUM): 10000000
Competitors
Key Competitors
- XLK
- QQQ
- VGT
Competitive Landscape
The technology ETF market is highly competitive, dominated by large, established ETFs like XLK and QQQ. New ETFs need to offer a unique investment strategy or niche focus to attract investors. The hypothetical Elevation Series Trust faces the disadvantage of being unknown, but its unique investment strategy if it exists would attract investors.
Financial Performance
Historical Performance: Hypothetical: Insufficient historical data available. Simulated performance is not indicative of future returns.
Benchmark Comparison: Hypothetical: No historical data available to compare against benchmarks.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
Hypothetical: Trading volume would be low initially, increasing with investor interest and AUM; could be below 10,000 shares daily.
Bid-Ask Spread
Hypothetical: Bid-ask spread would likely be wider than established ETFs, reflecting lower trading volume; can be above 0.20% initially.
Market Dynamics
Market Environment Factors
Performance would be influenced by technology sector growth, interest rates, economic conditions, and investor sentiment toward technology stocks.
Growth Trajectory
Growth trajectory would depend on the ETF's ability to attract assets and deliver competitive returns. It would also depend on how competitive the field is when the fund is launched.
Moat and Competitive Advantages
Competitive Edge
A potential competitive advantage could stem from a very focused niche strategy like renewable energy, Artificial Intelligence, or Cybersecurity, with a demonstrated track record of success. This specialized approach can attract investors seeking targeted exposure. The fund needs to generate alpha through its active management and stock selection, setting it apart from passive tech ETFs. Further, focusing on smaller cap companies may also give a competitive advantage.
Risk Analysis
Volatility
Hypothetical: Expected to exhibit high volatility due to the technology sector's inherent risk and potential for market fluctuations.
Market Risk
Susceptible to market risk, sector-specific risk, and the risk associated with investing in growth stocks.
Investor Profile
Ideal Investor Profile
Investors with a high-risk tolerance, seeking capital appreciation, and interested in the technology sector are ideal.
Market Risk
More suitable for long-term investors willing to accept higher volatility for potentially higher returns.
Summary
The hypothetical Elevation Series Trust ETF aims to provide capital appreciation through investing in technology companies. Its success depends on attracting assets, generating competitive returns, and managing risk effectively. Due to its hypothetical nature, thorough due diligence and risk assessment are necessary before considering this ETF. Investors should carefully evaluate their risk tolerance and investment goals before investing in this ETF. This is a more suitable choice for investors with higher risk tolerance looking for long-term growth in the technology sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical ETF based on general ETF structure and technology sector information.
- ETF.com
- Morningstar
Disclaimers:
The information provided is for illustrative purposes only and does not constitute financial advice. Investing in ETFs involves risk, including the potential loss of principal. Performance is not indicative of future results. As this is a hypothetical ETF, much of the data is projected.
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 Elevation Series Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets in Real Estate Investment Trusts ("REITs") that are publicly traded on domestic stock exchanges. In addition, the fund strategically implements an option strategy consisting of writing (selling) U.S. exchange-traded covered call options on the REITs in the fund"s portfolio. The fund is non-diversified.
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.
