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APUE
Upturn stock ratingUpturn stock rating

Trust For Professional Managers (APUE)

Upturn stock ratingUpturn stock rating
$34.77
Last Close (24-hour delay)
Profit since last BUY-2.56%
upturn advisory
SELL
SELL since 5 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
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Upturn Advisory Summary

03/06/2025: APUE (1-star) is a SELL. SELL since 5 days. Profits (-2.56%). Updated daily EoD!

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $0

1 Year Target Price $0

Analysts Price Target For last 52 week
$0Target price
Low$
Current$34.77
high$

Analysis of Past Performance

Type ETF
Historic Profit 8.59%
Avg. Invested days 57
Today’s Advisory SELL
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 03/06/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 29.72 - 37.49
Updated Date 06/30/2025
52 Weeks Range 29.72 - 37.49
Updated Date 06/30/2025

ai summary icon Upturn AI SWOT

Trust For Professional Managers

stock logo

ETF Overview

overview logo Overview

As a hypothetical ETF, 'Trust For Professional Managers' is designed to offer exposure to securities selected by a team of experienced professional managers. Its primary focus is achieving long-term capital appreciation through a dynamic asset allocation strategy that may include stocks, bonds, and alternative investments.

reliability logo Reputation and Reliability

Hypothetically, the issuer is a well-regarded firm known for innovative ETF products and strong investor relations.

reliability logo Management Expertise

The management team possesses extensive experience in portfolio management, asset allocation, and risk management.

Investment Objective

overview logo Goal

The primary investment goal is to achieve long-term capital appreciation while managing risk through diversified asset allocation.

Investment Approach and Strategy

Strategy: This ETF employs an active management strategy, with professional managers making tactical allocation decisions based on market conditions and economic outlook.

Composition The ETF's holdings may include a mix of stocks, bonds, commodities, real estate, and potentially alternative investments like private equity or hedge funds.

Market Position

Market Share: Hypothetically, 1% (given the actively managed, multi-asset nature of the fund).

Total Net Assets (AUM): 500000000

Competitors

overview logo Key Competitors

  • AOA
  • AOR
  • AOM
  • AOK
  • SCHG
  • IVV

Competitive Landscape

The actively managed multi-asset ETF space is competitive, dominated by established players like Vanguard and BlackRock passive index funds and target date funds. 'Trust For Professional Managers' differentiates itself through active management and tactical allocation. A potential disadvantage is higher expense ratios compared to passive funds.

Financial Performance

Historical Performance: Hypothetical 5-year Average Return: 8.5, 10-Year Average Return: 9.2.

Benchmark Comparison: The benchmark is a 60/40 stocks/bonds portfolio (e.g., VOO/BND). Hypothetically, the ETF has slightly outperformed in risk-adjusted returns due to active management.

Expense Ratio: 0.75

Liquidity

Average Trading Volume

The average trading volume is moderate, approximately 50,000 shares daily.

Bid-Ask Spread

The bid-ask spread is typically around $0.05.

Market Dynamics

Market Environment Factors

Economic growth, interest rate movements, inflation, and geopolitical events all influence the ETF's performance.

Growth Trajectory

The ETF's growth depends on the manager's ability to generate alpha and attract investors seeking actively managed diversified exposure.

Moat and Competitive Advantages

Competitive Edge

The ETF's competitive advantage lies in its active management by experienced professionals, aiming to outperform passive benchmarks. It provides access to a dynamic asset allocation strategy tailored to changing market conditions. A further advantage is a disciplined risk management approach designed to protect capital during market downturns. The selection process leverages in-depth research and proprietary models.

Risk Analysis

Volatility

The ETF's volatility is moderate, reflecting its diversified asset allocation. Expected beta is around 0.8.

Market Risk

The ETF is subject to market risk, interest rate risk, credit risk (for bonds), and potentially currency risk (if investing internationally).

Investor Profile

Ideal Investor Profile

The ideal investor is a long-term investor seeking capital appreciation with a moderate risk tolerance and confidence in active management.

Market Risk

This ETF is suitable for long-term investors who are comfortable with active management and potentially higher fees.

Summary

'Trust For Professional Managers' is an actively managed ETF seeking long-term capital appreciation through diversified asset allocation. Its success depends on the manager's ability to outperform benchmarks while managing risk. The higher expense ratio is a trade-off for active management. This ETF is most suitable for long-term investors comfortable with active management and the associated costs.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Hypothetical data and assumptions.
  • Industry best practices.

Disclaimers:

This analysis is based on hypothetical data and assumptions for illustrative purposes only and should not be considered financial advice. Investment decisions should be based on thorough research and consultation with a financial advisor.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn 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 CRSP U.S. Total Market 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 U.S. companies included in the benchmark index.