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Upturn AI SWOT - About
Trust For Professional Managers (APMU)
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Upturn Advisory Summary
07/10/2025: APMU (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star 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 3.83% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.80 - 24.78 | Updated Date 06/30/2025 |
52 Weeks Range 23.80 - 24.78 | Updated Date 06/30/2025 |
Upturn AI SWOT
Trust For Professional Managers
ETF Overview
Overview
There is no existing ETF named Trust For Professional Managers. Therefore, the analysis will be based on a hypothetical ETF with a focus on multi-asset allocation managed by professional money managers.
Reputation and Reliability
Hypothetical issuer, assumed to have a solid reputation in the market with a history of launching successful ETFs.
Management Expertise
Hypothetical management team with significant experience in asset allocation, portfolio management, and risk management.
Investment Objective
Goal
Achieve long-term capital appreciation with a moderate level of risk, through a diversified portfolio actively managed by professional managers.
Investment Approach and Strategy
Strategy: Active management, allocating assets across various sectors, geographies, and asset classes based on the managers' outlook and expertise.
Composition Mix of stocks, bonds, commodities, real estate, and potentially alternative investments, dynamically adjusted based on market conditions.
Market Position
Market Share: Hypothetical ETF, market share will depend on assets under management and sector competition. Let's assume it starts with a small market share.
Total Net Assets (AUM): 100000000
Competitors
Key Competitors
- AOA
- AOM
- AOR
- VBAL
- VEQT
Competitive Landscape
The competitive landscape is crowded with many established multi-asset ETFs. Advantages could include superior manager selection and active management strategies that outperform passive benchmarks. Disadvantages include higher expense ratios and potential underperformance relative to benchmarks.
Financial Performance
Historical Performance: Hypothetical ETF, historical performance data unavailable.
Benchmark Comparison: The performance should be compared to a composite benchmark consisting of relevant indexes for each asset class held by the ETF.
Expense Ratio: 0.75
Liquidity
Average Trading Volume
Hypothetically, the average trading volume is adequate, reflecting the ETF's asset size and investor interest.
Bid-Ask Spread
The bid-ask spread is assumed to be competitive, likely reflecting active trading and market maker interest.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, inflation, and geopolitical events could significantly affect the ETF's performance and asset allocation decisions.
Growth Trajectory
Growth depends on the fund's ability to attract assets through strong performance, effective marketing, and distribution channels.
Moat and Competitive Advantages
Competitive Edge
The ETF's advantage lies in the professional management team's ability to dynamically allocate assets based on market conditions and generate alpha. Selecting top-performing managers, employing sophisticated risk management techniques, and offering a unique investment approach can differentiate the ETF from passive alternatives. This specialized management is expected to provide a better risk-adjusted return. Transparency in the selection process and clear communication of the investment strategy are crucial for building investor confidence and attracting assets.
Risk Analysis
Volatility
Volatility will depend on the ETF's asset allocation and the volatility of the underlying assets.
Market Risk
The ETF is exposed to market risk, interest rate risk, credit risk, and potentially currency risk, depending on its asset allocation.
Investor Profile
Ideal Investor Profile
Investors seeking diversified exposure across multiple asset classes, who are comfortable with active management and willing to pay a higher expense ratio for potential outperformance.
Market Risk
Suitable for long-term investors who understand the risks and benefits of active management.
Summary
This hypothetical ETF aims to provide diversified exposure across asset classes through active management by professional money managers. Its success hinges on the skill and expertise of the managers in generating alpha and managing risk. The ETF faces stiff competition from established passive and active multi-asset ETFs. A clear investment strategy, manager selection process, and strong risk management are crucial for attracting investors. Performance relative to benchmarks and peer funds will determine its long-term success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical analysis, ETF.com, Bloomberg
Disclaimers:
This analysis is based on a hypothetical ETF and should not be considered investment advice. Actual performance may vary significantly.
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 Bloomberg Municipal 1-10 Year Blend Index. Under normal market conditions, the fund will invest at least 80% of its net assets in U.S. municipal bond securities that are exempt from U.S. federal income tax and are rated investment grade or better.
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.