Series Portfolios Trust Etf Profile

CLOX Etf   25.55  0.04  0.16%   

Performance

23 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 9

 
High
 
Low
Low
Series Portfolios is trading at 25.55 as of the 27th of November 2024; that is 0.16 percent up since the beginning of the trading day. The etf's open price was 25.51. Series Portfolios has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for Series Portfolios Trust are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
Series Portfolios is entity of United States. It is traded as Etf on NYSE ARCA exchange. More on Series Portfolios Trust

Moving together with Series Etf

  0.97BIL SPDR Bloomberg 1PairCorr
  0.97SHV iShares Short TreasuryPairCorr
  0.94JPST JPMorgan Ultra ShortPairCorr
  0.96USFR WisdomTree Floating RatePairCorr
  0.96ICSH iShares Ultra Short Sell-off TrendPairCorr
  0.96FTSM First Trust EnhancedPairCorr

Moving against Series Etf

  0.74BND Vanguard Total Bond Sell-off TrendPairCorr
  0.69VEA Vanguard FTSE DevelopedPairCorr

Series Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationCorporate ETFs, Broad Market ETFs, Ultrashort Bond (View all Sectors)
IssuerPanagram
Inception Date2023-07-19
Entity TypeRegulated Investment Company
Asset Under Management84.28 Million
Asset TypeFixed Income
CategoryCorporate
FocusBroad Market
Market ConcentrationBlended Development
RegionGlobal
AdministratorU.S. Bancorp Fund Services, LLC
AdvisorPanagram Structured Asset Management, LLC
CustodianU.S. Bank, N.A.
DistributorQuasar Distributors, LLC
Portfolio ManagerJohn Kim, Tim Wickstrom
Transfer AgentU.S. Bank, N.A.
Fiscal Year End31-Aug
ExchangeNYSE Arca, Inc.
Number of Constituents57.0
Market MakerJane Street
Total Expense0.2
Management Fee0.2
200 Day M A25.4915
Country NameUSA
50 Day M A25.4767
CodeCLOX
Updated At27th of November 2024
Returns Y T D6.49
NameSeries Portfolios Trust
Currency NameUS Dollar
Currency CodeUSD
Open FigiBBG01HH1DF39
TypeETF
1y Volatility0.46
Series Portfolios Trust [CLOX] is traded in USA and was established null. The fund is listed under Ultrashort Bond. The entity is thematically classified as Corporate ETFs. Series Portfolios Trust currently have in assets under management (AUM). with the current yeild of 0.03%, while the total return for the last year was 7.6%.
Check Series Portfolios Probability Of Bankruptcy

Series Portfolios Trust Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Series Portfolios. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Series Portfolios Against Markets

When determining whether Series Portfolios Trust is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Series Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Series Portfolios Trust Etf. Highlighted below are key reports to facilitate an investment decision about Series Portfolios Trust Etf:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Series Portfolios Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons.
You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
The market value of Series Portfolios Trust is measured differently than its book value, which is the value of Series that is recorded on the company's balance sheet. Investors also form their own opinion of Series Portfolios' value that differs from its market value or its book value, called intrinsic value, which is Series Portfolios' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Series Portfolios' market value can be influenced by many factors that don't directly affect Series Portfolios' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Series Portfolios' value and its price as these two are different measures arrived at by different means. Investors typically determine if Series Portfolios is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Series Portfolios' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.