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TRFM
Upturn stock rating

ETF Series Solutions - AAM Transformers ETF (TRFM)

Upturn stock rating
$50.23
Last Close (24-hour delay)
Profit since last BUY34.92%
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BUY since 117 days
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Upturn Advisory Summary

10/24/2025: TRFM (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 66.11%
Avg. Invested days 68
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 5.0
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 28.91 - 43.01
Updated Date 06/29/2025
52 Weeks Range 28.91 - 43.01
Updated Date 06/29/2025

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ETF Series Solutions - AAM Transformers ETF

stock logo

ETF Overview

overview logo Overview

The AAM Transformers ETF (TRFM) seeks to capture the growth potential of companies involved in the energy transformation and infrastructure revolution. It focuses on firms involved in renewable energy, energy storage, smart grid technologies, and electric vehicles, aiming for long-term capital appreciation. It's actively managed.

reliability logo Reputation and Reliability

ETF Series Solutions is known for providing a platform for innovative ETF strategies. Their reputation is growing but less established than major ETF providers.

reliability logo Management Expertise

AAM (Accelerated Asset Management) is the investment advisor. Their expertise lies in thematic investing, particularly in identifying and capitalizing on transformative trends.

Investment Objective

overview logo Goal

The primary investment goal is long-term capital appreciation by investing in companies that are part of the energy transformation and infrastructure revolution.

Investment Approach and Strategy

Strategy: The ETF is actively managed and does not track a specific index. Its strategy focuses on identifying and investing in companies benefiting from energy transition, technology and infrastructure.

Composition The ETF holds a basket of stocks in the energy, technology, and industrials sectors related to renewable energy, energy storage, smart grids, and electric vehicles and the electrification ecosystem. It can invest across market capitalizations.

Market Position

Market Share: Data unavailable to compute market share at this time.

Total Net Assets (AUM): Unavailable due to real-time limitations of access to current fund data.

Competitors

overview logo Key Competitors

  • ICLN
  • TAN
  • QCLN
  • FAN
  • ACES

Competitive Landscape

The ETF industry is highly competitive, with several established players. TRFM's advantage lies in its active management and focus on specific energy transformation and infrastructure themes. Disadvantages include higher expense ratios compared to passively managed broad-market ETFs and reliance on the manager's stock-picking abilities.

Financial Performance

Historical Performance: Historical financial performance data unavailable.

Benchmark Comparison: Benchmark data unavailable due to lack of historical data for comparison.

Expense Ratio: Unavailable due to real-time limitations of access to current fund data.

Liquidity

Average Trading Volume

Average trading volume data is unavailable.

Bid-Ask Spread

Bid-ask spread data is unavailable.

Market Dynamics

Market Environment Factors

The ETF's performance is influenced by factors like government policies supporting renewable energy, technological advancements in energy storage and electric vehicles, and overall economic growth.

Growth Trajectory

Growth patterns are dependent on adoption rates of clean energy technologies, infrastructure investments, and shifts in consumer behavior towards sustainable products.

Moat and Competitive Advantages

Competitive Edge

TRFM's competitive edge stems from its actively managed approach, allowing for flexible allocation to high-growth companies within the energy transformation sector. This active management enables the fund to potentially outperform passive benchmarks. The focused theme on energy transformation and infrastructure offers a targeted investment strategy. The management team's expertise in identifying key players in the electrification ecosystem also adds value.

Risk Analysis

Volatility

Volatility data unavailable.

Market Risk

Market risk includes fluctuations in the overall stock market, sector-specific risks related to the energy and technology industries, and regulatory changes impacting renewable energy and electric vehicle sectors.

Investor Profile

Ideal Investor Profile

The ideal investor is one with a high risk tolerance, seeking growth potential in the energy transformation and infrastructure sectors, and is comfortable with active management.

Market Risk

This ETF is best suited for long-term investors with a strategic focus on high growth sectors and potentially higher risk investments.

Summary

The AAM Transformers ETF (TRFM) provides exposure to companies involved in the energy transformation and infrastructure sectors. Its active management aims to capitalize on high-growth opportunities. However, this active strategy comes with increased expense. TRFM may be suited for long-term investors with high risk tolerance seeking to invest in renewable energy and infrastructure themes. The ETFs performance is exposed to the risks associated with the energy and technology sectors and changes in regulations.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • ETF provider websites
  • Financial news sources (e.g., Bloomberg, Reuters)
  • ETF database websites (e.g., ETFdb.com, etf.com)

Disclaimers:

The information provided is for informational purposes only and should not be considered as financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market data is subject to change. Please note that due to real-time data constraints, certain data points could not be provided.

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 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.