(ADPV) Series Portfolios Trust - Ratings and Ratios

The Adaptive Select ETF (ADPV) is an actively managed exchange-traded fund that seeks to achieve long-term capital appreciation by investing in a portfolio of large-cap U.S. equity securities during periods of broad market uptrends. The funds investment strategy focuses on common stocks of large-capitalization companies, with the flexibility to invest in REITs that are among the 1,000 largest U.S.-listed stocks, allowing for a diversified exposure to the U.S. equity market.

Given its non-diversified nature, the funds performance is likely to be heavily influenced by the stocks it holds in its portfolio. As an actively managed ETF, the funds management team will actively make decisions to buy and sell securities to achieve its investment objective. The funds investment in large-cap U.S. stocks is expected to provide a relatively stable source of returns, while its ability to invest in REITs adds a layer of diversification to its portfolio.

Analyzing the and , we can observe that the funds current price is $34.52, slightly above its 20-day and 50-day simple moving averages, indicating a positive short-term trend. The 200-day SMA is at $34.59, suggesting that the fund is currently trading slightly below its long-term trend. With an AUM of $121.53M, the fund has a moderate size, which may impact its liquidity. The ATR of 0.19 (0.55%) indicates relatively low volatility.

Based on the available data, a forecast for ADPV can be made. Considering the funds current price is near its long-term trend and the relatively low volatility, we can expect the fund to continue its upward trend in the short term, potentially reaching $35.50 within the next few weeks. However, if the market experiences a downturn, the funds non-diversified nature may lead to a more significant decline. Therefore, investors should closely monitor the funds performance and adjust their strategies accordingly.