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APIE
Upturn stock rating

Trust For Professional Managers (APIE)

Upturn stock rating
$36.07
Last Close (24-hour delay)
Profit since last BUY15.91%
upturn advisory
Consider higher Upturn Star rating
BUY since 121 days
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*as per simulation
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Upturn Advisory Summary

10/30/2025: APIE (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 26.05%
Avg. Invested days 74
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 4.0
Upturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulation Last Close 10/30/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 25.97 - 34.31
Updated Date 06/30/2025
52 Weeks Range 25.97 - 34.31
Updated Date 06/30/2025

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Trust For Professional Managers

stock logo

ETF Overview

overview logo Overview

Trust For Professional Managers is assumed to be an ETF designed to offer exposure to a curated portfolio selected and managed by professional investment managers. It likely aims to provide a diversified investment approach, potentially focusing on outperforming a specific benchmark. Asset allocation would depend on the managers' strategies.

reliability logo Reputation and Reliability

The issuer's reputation needs to be verified based on their historical performance and regulatory compliance.

reliability logo Management Expertise

Management expertise depends on the experience and track record of the professional managers involved in selecting and overseeing the ETF's investments. Details will vary based on the specific managers.

Investment Objective

overview logo Goal

The primary investment goal is assumed to be capital appreciation and potential outperformance compared to a benchmark, achieved through the active management of a portfolio by professional managers.

Investment Approach and Strategy

Strategy: The strategy is likely to be actively managed, focusing on security selection and asset allocation based on the expertise of the professional managers.

Composition The composition could include a mix of stocks, bonds, or other asset classes depending on the investment strategy.

Market Position

Market Share: To be determined; dependent on sector and competitiveness.

Total Net Assets (AUM): To be determined; dependent on actual fund data.

Competitors

overview logo Key Competitors

  • ARKK
  • QQQ
  • SPY

Competitive Landscape

The actively managed ETF landscape is competitive, with many funds vying for investor attention. Trust For Professional Managers's advantages could include superior manager selection, unique investment strategies, and specialized knowledge. Disadvantages might include higher expense ratios than passively managed funds and potential underperformance compared to benchmarks.

Financial Performance

Historical Performance: Requires specific fund data over various time periods (1yr, 3yr, 5yr, 10yr).

Benchmark Comparison: Requires comparison against an appropriate benchmark index (e.g., S&P 500) to assess performance.

Expense Ratio: Requires specific fund data.

Liquidity

Average Trading Volume

Average trading volume determines how easily the ETF can be bought or sold without significantly impacting its price.

Bid-Ask Spread

A narrow bid-ask spread indicates high liquidity and lower trading costs.

Market Dynamics

Market Environment Factors

Economic indicators, sector growth prospects, and current market conditions significantly influence the performance of actively managed ETFs. These factors affect security selection and overall portfolio performance.

Growth Trajectory

The growth trajectory depends on manager skill, market conditions, and investor demand for actively managed solutions. Changes in investment strategy and holdings should be monitored.

Moat and Competitive Advantages

Competitive Edge

Trust For Professional Managers aims to differentiate itself through the expertise and active management of its chosen professional managers. Its competitive edge relies on superior stock picking, strategic asset allocation, and potential to outperform passive benchmarks. The managers may possess specialized knowledge or insights that give them an edge. A strong track record and a consistent investment philosophy are crucial for attracting and retaining investors.

Risk Analysis

Volatility

Requires analysis of historical price fluctuations to assess volatility.

Market Risk

Market risk stems from the ETF's exposure to various asset classes. Specific risks depend on the underlying assets (e.g., equity risk, interest rate risk).

Investor Profile

Ideal Investor Profile

The ideal investor is someone seeking potential outperformance through active management and is comfortable with the higher fees typically associated with active ETFs. Investors should have a moderate to high risk tolerance.

Market Risk

This ETF is suitable for long-term investors who believe in active management and are seeking diversification beyond passive index funds.

Summary

Trust For Professional Managers offers a professionally managed investment strategy with the goal of capital appreciation. Its success depends on the skill of the professional managers and their ability to navigate market volatility. Investors should carefully consider the expense ratio and potential for outperformance relative to benchmarks. The ETF's composition and strategy will significantly impact its risk and return profile. Understanding the managers' expertise and the fund's investment approach is crucial for determining its suitability for an individual's portfolio.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • SEC Filings
  • ETF Issuer Websites
  • Financial News Outlets

Disclaimers:

The data and analysis provided are based on assumptions and available information and do not constitute financial advice. Investment decisions should be made after consulting with a qualified professional.

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 Trust For Professional Managers

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund is an actively-managed exchange-traded fund ("ETF") that blends active and passive investment strategies to optimize costs, tracking and potential return over the fund"s benchmark index, the S&P Classic ADR Composite Index. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of non-U.S. companies with varying market capitalizations.