
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Trust For Professional Managers (APIE)

- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
10/30/2025: APIE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 Advisory Performance | ETF Returns Performance |
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 |
Upturn AI SWOT
Trust For Professional Managers
ETF Overview
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.
Reputation and Reliability
The issuer's reputation needs to be verified based on their historical performance and regulatory compliance.
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
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
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.
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 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.

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.
Home 

