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Upturn AI SWOT - About
ETF Series Solutions - AAM Transformers ETF (TRFM)
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Upturn Advisory Summary
08/29/2025: TRFM (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 48.94% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 28.91 - 43.01 | Updated Date 06/29/2025 |
52 Weeks Range 28.91 - 43.01 | Updated Date 06/29/2025 |
Upturn AI SWOT
ETF Series Solutions - AAM Transformers ETF
ETF Overview
Overview
The AAM Transformers ETF seeks to provide investment results that correspond to the performance of the Foxberry Tematica Research AI Dividend Index. The fund invests in companies involved in the development and application of artificial intelligence (AI) and robotics, with a focus on dividend-paying stocks. It targets the technology sector and related industries benefiting from AI advancements.
Reputation and Reliability
ETF Series Solutions is known for providing white-label ETF services. Their reputation relies on offering innovative investment strategies through partnerships with specialized asset managers.
Management Expertise
The management team leverages expertise in quantitative investing and thematic research to select and manage the ETF's holdings.
Investment Objective
Goal
The ETF's primary investment goal is to track the Foxberry Tematica Research AI Dividend Index, aiming to generate capital appreciation and dividend income from companies involved in AI and robotics.
Investment Approach and Strategy
Strategy: The ETF aims to track a specific index focused on AI and robotics companies that pay dividends.
Composition The ETF holds a portfolio of common stocks of companies selected based on their involvement in AI and robotics technologies, and dividend-paying potential.
Market Position
Market Share: Insufficient data to provide an accurate market share.
Total Net Assets (AUM):
Competitors
Key Competitors
- ROBO Global Robotics and Automation Index ETF (ROBO)
- Global X Robotics & Artificial Intelligence ETF (BOTZ)
- First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT)
Competitive Landscape
The AI and robotics ETF market is competitive, with several established players. AIEQ differentiates itself through its AI-driven stock selection process, while competitors focus on broader robotics and automation industries. AIEQ's advantage is its pure-play AI focus, while its disadvantage may be higher volatility due to its concentrated investment approach.
Financial Performance
Historical Performance: Insufficient data to provide historical performance data.
Benchmark Comparison: Insufficient data to provide benchmark comparison.
Expense Ratio:
Liquidity
Average Trading Volume
Insufficient data to provide average trading volume.
Bid-Ask Spread
Insufficient data to provide bid-ask spread.
Market Dynamics
Market Environment Factors
Economic indicators such as GDP growth, interest rates, and technological advancements impact the ETF. Sector growth prospects in AI and robotics influence investment decisions. Current market conditions, including investor sentiment towards technology stocks, can affect ETF performance.
Growth Trajectory
Insufficient data to provide growth trajectory.
Moat and Competitive Advantages
Competitive Edge
The AAM Transformers ETF's competitive advantage lies in its focus on AI-driven stock selection. Its partnership with Tematica Research provides a specialized investment approach. The fund offers a distinct investment proposition for investors seeking pure-play exposure to the AI theme while also focusing on dividend paying stocks, setting it apart from broader robotics and automation ETFs. This unique strategy could attract investors looking for specialized exposure.
Risk Analysis
Volatility
Insufficient data to assess historical volatility.
Market Risk
Market risk is associated with fluctuations in stock prices, particularly in the technology sector. Specific risks relate to the AI industry, including regulatory changes, technological obsolescence, and competition.
Investor Profile
Ideal Investor Profile
The ideal investor profile includes those seeking targeted exposure to the AI and robotics sectors. Investors who are comfortable with technology-sector volatility and have a long-term investment horizon are best suited for this ETF.
Market Risk
The ETF is suitable for long-term investors seeking thematic exposure to the AI and robotics space.
Summary
The AAM Transformers ETF provides exposure to companies involved in the development and application of artificial intelligence and robotics, focusing on dividend-paying stocks. It seeks to track the Foxberry Tematica Research AI Dividend Index, offering a targeted investment strategy for investors interested in the AI theme. The fund differentiates itself through its specialized focus on AI and dividend payments. Investors should be aware of the inherent market and technology-specific risks associated with this sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF issuer website
- Financial data providers
- Industry reports
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified 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 ETF Series Solutions - AAM Transformers ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund uses a "passive management" (or indexing) approach to track the total return performance, before fees and expenses, of the index. The index is a rules-based index that measures the performance of U.S.-listed common equity securities, including American Depositary Receipts ("ADRs") for foreign securities, of companies poised to benefit from a significant disruption and/or transformation of consumer behavior and technological innovation.
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.