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Upturn AI SWOT - About
EA Series Trust (STRV)
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Upturn Advisory Summary
08/29/2025: STRV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 46.13% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 30.77 - 39.87 | Updated Date 06/29/2025 |
52 Weeks Range 30.77 - 39.87 | Updated Date 06/29/2025 |
Upturn AI SWOT
EA Series Trust
ETF Overview
Overview
The EA Series Trust is a hypothetical ETF designed for illustrative purposes. It focuses on providing diversified exposure to a specific sector, typically employing a blend of growth and value strategies to achieve its investment goals. The target sector, asset allocation and investment strategy are all important to consider.
Reputation and Reliability
Hypothetical issuer with an assumed track record of providing reliable ETF products.
Management Expertise
Hypothetical management team with expertise in the specific sector targeted by the ETF.
Investment Objective
Goal
To achieve long-term capital appreciation by investing in a diversified portfolio of securities within a specific sector.
Investment Approach and Strategy
Strategy: Aims to track a custom-weighted index focused on the specific sector.
Composition Primarily holds stocks, with potential minor allocations to bonds or other assets for risk management.
Market Position
Market Share: Hypothetical ETF with a developing market share in its sector.
Total Net Assets (AUM): 50000000
Competitors
Key Competitors
- CompetitorA
- CompetitorB
- CompetitorC
Competitive Landscape
The ETF industry is highly competitive. EA Series Trust faces competition from established ETFs. Advantages include its unique sector focus. Disadvantages includes a smaller AUM, limited track record, and lower brand recognition when compared to its major competitors.
Financial Performance
Historical Performance: N/A - Hypothetical ETF
Benchmark Comparison: N/A - Hypothetical ETF
Expense Ratio: 0.08
Liquidity
Average Trading Volume
Hypothetical ETF, trading volume will vary based on investor demand.
Bid-Ask Spread
Bid-ask spread is expected to be competitive, but may widen during periods of high volatility.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market conditions influence EA Series Trust.
Growth Trajectory
Growth depends on sector performance and investor adoption. Changes to strategy and holdings may occur to adapt to market conditions.
Moat and Competitive Advantages
Competitive Edge
EA Series Trust possesses a competitive edge through its specialized sector focus and disciplined investment approach. Its unique index weighting methodology offers a distinct perspective, allowing investors targeted exposure to key growth areas. Furthermore, its commitment to transparent holdings provides clarity and build confidence in the ETF's investment strategy. The expertise of the management team further enhances its competitive advantage, ensuring informed decision-making and effective portfolio management.
Risk Analysis
Volatility
Volatility is expected to be moderate, depending on the volatility of the underlying sector.
Market Risk
Market risk is primarily related to the performance of the underlying assets within the sector.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking targeted exposure to a specific sector for long-term growth.
Market Risk
Suitable for long-term investors seeking sector-specific diversification.
Summary
EA Series Trust is a hypothetical ETF designed for sector-specific exposure. It aims to provide long-term capital appreciation through a diversified portfolio. The ETF's performance is closely tied to the growth of its target sector. Its unique weighting approach and management expertise could be key competitive advantages. Investors should carefully consider the ETF's risk profile before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical Data
- Market Analysis Assumptions
Disclaimers:
This analysis is based on hypothetical data and assumptions and should not be considered investment advice.
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 EA Series Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, substantially all of the fund"s total assets (exclusive of collateral held from securities lending) will be invested in the component securities of the index. The Sub-Adviser expects that, over time, the correlation between the fund"s performance and that of the index, before fees and expenses, will be 95% or higher.
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.