APUE
APUE 1-star rating from Upturn Advisory

Trust For Professional Managers (APUE)

Trust For Professional Managers (APUE) 1-star rating from Upturn Advisory
$41.41
Last Close (24-hour delay)
Profit since last BUY17.04%
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BUY since 124 days
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Upturn Advisory Summary

11/05/2025: APUE (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

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 26.14%
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 icon 3.0
ETF Returns Performance Upturn Returns Performance icon 4.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/05/2025

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

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

Trust For Professional Managers

Trust For Professional Managers(APUE) company logo displayed in Upturn AI summary

ETF Overview

overview logo Overview

This response is a template and does not contain actual data for the Trust For Professional Managers ETF. The ETF profile would typically include the fund's strategy, which likely involves selecting stocks based on professional manager recommendations. Target sector and asset allocation details would depend on the specific fund mandate.

Reputation and Reliability logo Reputation and Reliability

Issuer reputation is crucial, with established firms generally considered more reliable. Track record should be assessed based on consistent performance and regulatory compliance.

Leadership icon representing strong management expertise and executive team Management Expertise

The management team's experience in fund management, particularly in active stock selection, would be a key factor.

Investment Objective

Icon representing investment goals and financial objectives Goal

The primary goal is likely to generate above-average returns by leveraging the expertise of professional money managers.

Investment Approach and Strategy

Strategy: The ETF's strategy is likely an actively managed approach focusing on stock selection based on professional manager insights, not tracking a specific index directly.

Composition The ETF would primarily hold stocks selected based on the recommendations of identified professional managers. The exact composition depends on the fund's specific investment model.

Market Position

Market Share: Data not available.

Total Net Assets (AUM): Data not available.

Competitors

Key Competitors logo Key Competitors

  • ARKK
  • IWM
  • SPY

Competitive Landscape

The ETF market is highly competitive. The Trust For Professional Managers' success depends on its ability to consistently outperform benchmarks, differentiate itself through manager selection, and attract investors seeking active management.

Financial Performance

Historical Performance: Historical data unavailable.

Benchmark Comparison: Benchmark comparison unavailable.

Expense Ratio: Data not available.

Liquidity

Average Trading Volume

Data not available; the ETF's liquidity is determined by its average trading volume.

Bid-Ask Spread

Data not available; a narrow bid-ask spread indicates high liquidity and lower trading costs.

Market Dynamics

Market Environment Factors

Market performance and economic indicators such as interest rates, inflation, and growth affect the ETF. Investor sentiment and sector-specific trends also play a role.

Growth Trajectory

Growth is contingent on the ETF's success in delivering returns, attracting assets, and adapting to changing market conditions and investor preferences.

Moat and Competitive Advantages

Competitive Edge

If present, it would stem from unique manager relationships, a proprietary selection process, or an ability to identify and capitalize on underappreciated investment opportunities. A first-mover advantage in the space of following professional manager insights could provide some advantage. Consistent outperformance and strong marketing are essential for long-term success. Brand recognition is also important in the crowded ETF landscape.

Risk Analysis

Volatility

Historical volatility is unavailable but depends on underlying asset volatility.

Market Risk

Market risk arises from the potential for losses due to broad market declines, sector-specific downturns, or negative sentiment towards specific asset classes.

Investor Profile

Ideal Investor Profile

The ideal investor is seeking potential outperformance via active management, understands the risks associated with stock selection, and has a moderate to high risk tolerance.

Market Risk

Potentially suitable for long-term investors seeking growth with active management, not for those solely focused on passive index tracking.

Summary

This Trust For Professional Managers ETF aims to outperform the market by leveraging the insights of professional money managers. The ETF's success depends on its ability to select and follow effective managers, control costs, and maintain liquidity. Investors should carefully consider the ETF's strategy, risks, and expenses before investing. Consistent outperformance is crucial for attracting and retaining assets. Strong marketing and distribution are also essential for success in the competitive ETF market.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • ETF.com
  • Morningstar
  • Company Filings

Disclaimers:

This information is for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries 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.